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A leading insurance agency is seeking an experienced Commercial Lines Account Manager for a remote role. The candidate will manage client relationships, handle the renewal process, and prepare insurance proposals. Strong communication and organizational skills are essential, along with at least 2 years of experience in commercial insurance. This position offers competitive compensation and excellent benefits.
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Seasoned insurance professional skilled in building meaningful business relationships
Our agency network has an immediate opening and is looking for a full time remote account manager / csr with at least 2 years experience in commercial insurance. Account manager / csr will handle all day to day activities of client service in conjunction with account producer.
Partner XE agency management experience is a plus.
Salary based on experience, excellent benefits available.
Job Description - Commercial Lines Account Manager
DESCRIPTION : Account Manager is responsible for assisting Producers in the day-to-day handling of account(s) to maintain client relationships with strong emphasis on service and account retention with industry related clients.
DUTIES
Essential Functions :
Manages the renewal process by facilitating communication between the client, Account Managers, Producers and partner carriers; this includes but is not limited to updating applications, maintaining spreadsheets.
Facilitates the Marketing process and coordinates communication to all parties.
Maintains strong client relationships with ability to problem solve.
Informs and educates clients about coverage, exclusions and exposures while documenting electronic files appropriately.
Prepares proposals, applications, submits to the insured and / or carrier as needed, obtains client signatures, and follows up to ensure timely responses, all in conjunction with Producers, Account Managers, and Marketing Representatives.
Responds to client needs by producing binders, certificates, policies and other related items accurately and on time.
Actively engaged in client risk management and claim processes, facilitates communication and meetings between carrier, client and Agency personnel.
Prepares summaries of insurance, schedules and proposals.
Verifies accuracy of processed endorsements and takes corrective action when necessary.
Explains audit procedures to clients and reviews interim reports for credibility and coverage adequacy.
Orders policies, and prepares policy books for delivery to clients.
Maintain accurate and current electronic files.
Seek referrals from current client base to solicit for new business prospects
Knowledgeable of underwriting and rating procedures for all types of related property and casualty, life and health products and associated companies.
Compliance with applicable laws; strong risk management skills including claims; stays abreast of changes in coverage; file documentation and performance of responsibilities with clients and others in a manner that avoids potential errors and omissions.
Other duties requested by the Producer and / or in accordance with Inter-Agency practices which are related to the successful retention and maintenance of client relationships.
QUALIFICATIONS
Skills and Experience :
High school equivalency; college degree and related business work experience a plus
2 years of commercial lines account manager insurance work experience
Working knowledge of commercial insurance industry and current applicable license preferred
Strong client relationships with ability to problem solve and document follow up
Required licenses or ability to obtain licenses as required by State Department of Insurance; ability to participate in seminars and other training to maintain required licenses to stay abreast of developments in the insurance industry
Computer proficiency with Microsoft Office (Word, Excel and Outlook)
Self-starter, ability to work well independently yet function as part of a team
Strong communication and interpersonal skills; excellent customer service and organizational skills
Physical and Environmental Demands :
Job is 100% remote work from home
Prolonged activities : sitting, use of the telephone, speaking, work on a PC / computer
Ability to travel periodically to attend conferences, seminars to maintain licenses through continuing education.
Note - the information contained in this job description has been prepared to indicate the general nature of work performed by an employee within this classification. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
Industries
Insurance
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