Commercial Lines Account Manager
2 weeks ago
Role Summary
This role serves as a vital connection among Clients, Insurance Carriers, and the Agency, overseeing the daily management of an existing portfolio of accounts and their respective renewals.
Key Responsibilities
- Address daily inquiries from clients and carriers, ensuring prompt resolution of all matters related to the portfolio.
- Timely preparation of renewal quotes, maintaining accountability for the renewal portfolio.
- Compile and submit necessary documentation for insurance proposals.
- Facilitate binding requests and issue finalized insurance policies.
- Conduct reviews and manage the processing of inspections.
- Keep customer records updated within the agency's management systems.
- Perform additional tasks as required.
Qualifications
- A minimum of 3 years of experience in account management within commercial lines is preferred.
- A High School Diploma is mandatory; a Bachelor's Degree is advantageous.
Essential Skills:
- Effective Oral and Written Communication; Process Adherence; Reliability; In-depth Job Knowledge; Strong Organizational Skills; Attention to Detail.
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