Commercial Lines Account Manager

1 day ago


Portland, Maine, United States United Insurance Full time
Job Title: Commercial Lines Account Manager

At United Insurance, we are seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our sales team, you will be responsible for maintaining a high level of customer service to retain established accounts and solicit new business opportunities.

Key Responsibilities:
  • Maintain a professional connection between clients, the agency, and company underwriter.
  • Review and process mail using established procedures.
  • Respond to daily telephone calls and requests for ID cards, binders, BOR, cancellations, and reinstatements.
  • Request policy amendments and prepare new business or renewal proposals as needed.
  • Communicate quotes to customers regarding policies, costs, consequences, and obligations.
  • Keep records of client activity and document files with details for follow-up.
  • Check monthly renewal lists and review renewal policies, making changes as necessary.
  • Process invoices to clients and work with the Accounting Department regarding insureds' billing and account current.
Requirements:
  • Prior experience in a related field is preferred.
  • Ability to multitask and maintain a positive, friendly, and professional attitude.
  • Excellent oral and written communication skills, as well as excellent customer relationship skills.
  • Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint.


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