Commercial Lines Account Manager

3 weeks ago

Jackson, United States Walton Insurance Group Full time

About Us


Since 1951, Walton Insurance Group has provided personal, business, life and health insurance services for families and businesses of all sizes. Today, we are one of the most trusted names in insurance. Sales, service, and claims are handled in-house by 60+ dedicated employees. Known in the community as the independent insurance agency with people who “care”, we pride ourselves in working for you, not an insurance company. When you are our client, we are always thinking about your business. The relationship we build together is more important than the bottom line. Whatever life brings your way, we strive to find the right solution for you, your family and your business. Most of all, your satisfaction is extremely important to us because at the Walton Insurance Group, we’re here for you. We believe in honesty, family values, innovation, and community involvement. This is our culture and our course to the future.


Commercial Lines Account Manager / Customer Service Agent


Job Summary


The Commercial Lines Account Manager / Customer Service Agent is responsible for providing effective customer service for all internal and external customers by using excellent, in-depth knowledge of Agency products and programs as well as communicating effectively with team members within the Commercial Lines department; will report to the COO.


Primary Duties:


  • Responsible for day-to-day maintenance, servicing medium to large commercial lines accounts, and marketing renewals and new business.
  • Provides timely and accurate action to incoming customer requests.
  • Processes customer changes according to established department policies and procedures.
  • Responds to customer inquiries (including but not limited to billing, policy changes, certificate requests, coverage questions etc.) incoming e-mail, mail and company requests in accordance with agency guidelines.
  • Works closely with the Commercial Lines Producers, submit data to obtain rate requests from carriers.
  • Ensures that quotes are processed in a timely manner.
  • Maintains customer information database on Agency Management System (AMS) by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines.
  • Scan and input all policies and documents in Agency's ImageRight software.
  • Provides timely feedback to the Agency regarding customer concerns.
  • Partners with the sales team to meet and exceed customer's service expectations.
  • All other duties as assigned.


Qualifications:


  • High School Diploma or GED required
  • Minimum of 2 years of insurance brokerage industry experience
  • Active Property & Casualty Insurance License as required by State of Michigan (as outlined in Offer of Employment)
  • Knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through the agency
  • Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system and applicable insurance laws/codes
  • Knowledge of AMS360 to include ImageRight
  • Proficiency with MS Office Suite
  • Experience and expertise in operating in electronic environment, Word, Excel, document management software, carrier proprietary systems and phone systems
  • Problem solving and analysis skills; results-driven
  • Excellent time management and organizational skills; self-motivated
  • Strong verbal and written communication skills; customer/client focused
  • Comfortable working in a team environment
  • Attention to detail
  • Clear criminal background history


Work Environment:


  • This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets.
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to sit, use hands to finger, handle or feel; and reach with hands and arms while seated at workstation. Lifting, standing and walking are negligible. Optional standing workstations are available.


Hours: Monday-Friday, 8:30am-5:00pm and must work 37.5 hours each week to maintain full-time status. Occasional evening and weekend work may be required as job duties demand.


Location: 2929 Spring Arbor Road, Jackson, MI 49203 (Hybrid work options available)


Compensation and Benefits:


  • Competitive hourly rate plus monthly commissions and annual bonus potential
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Life Insurance
  • 401(k)
  • Paid time off


No solicitation statement Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third-parties for hires made.

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