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Commercial Lines Account Manager

4 weeks ago

Jacksonville, Florida, United States PEARCE & ASSOCIATES RECRUITERS Full time
Job Summary

As a Commercial Lines Account Manager, you will play a crucial role in maintaining, expanding, and servicing assigned accounts. Your primary responsibility will be to provide exceptional customer service, ensuring that our clients receive the best possible support and guidance in their commercial insurance needs.

Key Responsibilities:

  • Process daily mail, including faxes and emails, for assigned accounts
  • Answer and process all telephone requests for assigned accounts
  • Enter all required data into the system to maintain current file data on all assigned accounts
  • Review commercial applications, renewal requests, and endorsements for adherence to underwriting authority and guidelines as established by our carriers
  • Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations
  • Validate coverages and ratings policies, endorsements, audits, cancellations, etc.
  • Maintain suspense or follow-up system for correspondence/requests
  • Process premium finance agreements as needed
  • Prepare billings and/or invoices on a timely basis
  • Advise accounting of the appropriate posting of moneys received on assigned accounts
  • Assist in the collection of premiums and audits
  • Provide back-up to other Account Managers as assigned
  • Maintain expiration records
  • Develop and maintain working relationships with our marketing representatives and underwriters
  • Maintain favorable relationships with clients, producers, and employees
  • Develop and maintain strong technical knowledge of commercial lines coverages and rating
  • Perform clerical functions, including submitting and sending faxes, proofreading, and photocopying documents
  • Other duties may be assigned.

Requirements:

  • High school diploma
  • Proficient with MS Office Suite
  • 2 years of service experience in the insurance industry
  • 4-40 state license

Preferred Qualifications:

  • Associate's or Bachelor's degree
  • 2-20 insurance license
  • Industry software experience

Physical Requirements:

  • Manual dexterity, arm, and upper body range of motion sufficient for use of a keyboard, mouse, and telephone 7-8 hours per day
  • Speech and hearing sufficient for in-person and telephone communication 7-8 hours per day
  • Vision sufficient for use of a computer monitor
  • Ability to sit at a desk 7-8 hours per day