Commercial Lines Account Manager

4 weeks ago


San Jose, California, United States APR Full time
Job Summary

APR is seeking a highly skilled Commercial Lines Account Manager to provide exceptional service to clients and support the commercial lines team in processing all lines of commercial insurance. The ideal candidate will have experience with Applied EPIC or AMS 360 and a strong understanding of commercial insurance guidelines and best practices.

Key Responsibilities
  • Process renewals, new business, cancellations, audits, and endorsement requests
  • Issue certificates of insurance as needed
  • Initiate renewal meetings and manage the renewal process
  • Negotiate coverages and premiums with carriers
  • Provide producers and account executives with accurate renewal proposals
  • Verify policy coverages, endorsements, and audits for accuracy
  • Invoice policies, audits, endorsements, cancellations, and other transactions
  • Assist producers, accounting, and clients in reconciling client accounts
  • Manage account rounding and work efficiently in a team environment
  • Project a positive attitude toward company and team goals
  • Maintain excellent communication, attitude, and rapport with internal and external clients
  • Apply problem-solving techniques to various issues, including cancellations, claims, renewal issues, audits, receivables, carrier issues
  • Develop and maintain excellent relationships with partners, carriers, and vendors
  • Demonstrate good judgment when handling complex issues
Requirements

A bachelor's degree and five to seven years of related experience are required. The ideal candidate will hold a P&C insurance agent license and be responsible for maintaining it through continuing education courses.



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