Commercial Lines Account Manager

ZipRecruiter; Kingston; On-site; CAD 45,000 - 70,000; Full time

Job summary

An established industry player is seeking a Commercial Lines Account Manager to deliver exceptional service to clients while maintaining high ethical standards. This role involves managing customer inquiries, processing insurance applications, and ensuring accurate policy details. The ideal candidate will possess strong communication skills and a warm personality, fostering long-term relationships with clients. If you thrive in a collaborative environment and have a passion for customer satisfaction, this opportunity is perfect for you. Join a dynamic team and contribute to the agency's success through your expertise and dedication.

Qualifications

• At least two years of experience in managing and prioritizing tasks.
• Valid Property and Casualty Insurance Brokers license required.

Responsibilities

• Respond to customer inquiries regarding coverage and claims promptly.
• Assist in completing applications and preparing proposals as needed.

Skills

Organizational Skills

Communication Skills

Attention to Detail

Team Management

Client Relations

Education

Associate Degree

Bachelor's Degree

Tools

AMS360

Microsoft Office Suite

Internet Explorer

Job description

Job Description

Summary

The Commercial Lines Account Manager is responsible for providing high-quality and efficient service to both internal and external customers, maintaining the highest ethical standards, promoting the agency's image, and ensuring customer satisfaction to foster long-term relationships, referral business, and profit goals.

Responsibilities and Duties

1. Respond to customer inquiries regarding coverage, billing, underwriting, claims, binders, FS-20s, and certificates promptly.
2. Assist in completing applications and supplemental questionnaires with producers, submit applications to appropriate markets, obtain and organize quotes, and prepare proposals as needed.
3. Review new and renewal policies, endorsements, and audits for accuracy, facilitate corrections, and provide year-over-year premium comparisons upon request.
4. Process change requests online or in AMS360, providing necessary documentation to the insured or other parties.
5. Assist insureds with claims reporting, either by connecting them with the claims department or by completing and forwarding loss reports with supporting documents, following agency procedures.
6. Remarket accounts upon producer request, providing quote comparison spreadsheets and forwarding required documents to new insurers.
7. Maintain accurate insurance coverage details and account activity in AMS360, track expiring policies, and utilize renewal list tools.
8. Respond promptly to correspondence and phone calls, ideally on the same day.
9. Use client contacts to review accounts and identify rounding opportunities.
10. Accompany producers on client visits as needed.
11. Participate in meetings, training sessions, and seminars; assist with coworker training as required.
12. Comply with all agency procedures and guidelines.
13. Perform other duties as assigned by management.

Qualifications and Skills

• Associate degree or higher with at least two years of managing, prioritizing, and organizational experience.
• High accuracy and attention to detail.
• Excellent written and verbal communication skills.
• Ability to manage and motivate others and work well in a team.
• Proficiency in Microsoft Office Suite, Internet Explorer, and agency management systems such as AMS360.
• Warm, friendly personality with strong interpersonal skills.
• Valid Property and Casualty Insurance Brokers license.