Commercial Lines Account Manager
1 month ago
At United Insurance, we are seeking a highly skilled and experienced Commercial Lines Account Manager to join our team. As a key member of our sales and service team, you will be responsible for maintaining a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.
Key Responsibilities:- Maintain a professional connection between clients, the agency, and company underwriter.
- Review and process mail using personnel and procedures in place for support.
- Respond to daily telephone calls and requests for ID cards, Binder, BOR, cancellations, and reinstatements.
- Request policy amendments.
- Develop and implement new business and policy renewal marketing strategies.
- Prepare new business or renewal proposals as needed.
- Communicate quotes to customers regarding policies, costs, consequences, and obligations.
- Keep records of client activity documenting files with details for follow-up.
- Check monthly renewal lists, reviewing renewal policies and making changes to coverages as appropriate.
- Process invoices to clients.
- Collaborate with the Accounting Department regarding insureds' billing and account current.
- Prior experience in a related field is preferred.
- Ability to maintain appropriate agent licensing within 90 days of employment.
- Ability to multitask and work in a fast-paced environment.
- Self-motivated and able to work independently.
- Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.
- Excellent oral and written communication skills.
- Excellent customer relationship skills.
- Positive, friendly, and professional attitude.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development. If you are a motivated and experienced professional looking for a new challenge, please submit your application.
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