Client-Focused Commercial Lines Account Manager

Walker Insurance Agency, Inc.; Perry (GA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Health Insurance

Life Insurance

Retirement Plan

Mon-Fri Schedule

Career Growth Opportunities

Paid Holidays (10 per yr)

Hands on Training

Job summary

Walker Insurance Agency, Inc. in Perry, Georgia seeks a Commercial Lines Account Manager to build relationships with small business clients and manage policy administration. You will support daily carrier downloads, generate Certificates of Insurance, and handle inquiries with a focus on service quality.

The role emphasizes collaboration with producers on renewals, coverage recommendations, and accurate data handling, in a friendly, community-focused environment.

Qualifications

• Education: Bachelor's degree, preferably in business, or insurance industry experience equivalent is required.
• Experience: A minimum of 1 year of customer service or sales experience, preferably within the insurance or financial services industry.
• Communication Skills: Excellent verbal and written communication skills to effectively interact with clients.
• Problem-Solving: Strong problem-solving abilities and de-escalation skills to manage customer concerns.
• Attention to Detail: Keen attention to detail to ensure accuracy in data entry and client information management.
• Technical Skills: Proficient with Microsoft Office Suite and database management software.

Responsibilities

• Facilitate daily carrier downloads into agency management system.
• Generate Certificates of Insurance to all commercial clients as needed.
• Direct contact for prospective business insureds that have had no prior insurance coverage.
• Provide prompt, accurate, friendly service by responding to inquiries from existing policyholders regarding insurance availability, eligibility, policy changes, claim submission procedures, rates, billing procedures, and payment plans for small business accounts.
• Evaluate, review, remarket, and strategize with producers on standard market commercial renewal policies for small business accounts as needed.
• Evaluate, review, remarket, and strategize with producers on excess and surplus lines commercial renewal policies for small business accounts as needed.
• Provide ethical advice to commercial policyholders on matters of protection and coverage.
• Manage and update commercial customer databases within agency management software for small business accounts.

Skills

Customer service mindset

Communication skills

Problem-solving

Attention to detail

De-escalation

Education

Bachelor's degree or insurance experience

Tools

Microsoft Office Suite

Database management software

Job description

Walker Insurance Agency, Inc. in Perry, Georgia seeks a Commercial Lines Account Manager to build relationships with small business clients and manage policy administration. You will support daily carrier downloads, generate Certificates of Insurance, and handle inquiries with a focus on service quality.

The role emphasizes collaboration with producers on renewals, coverage recommendations, and accurate data handling, in a friendly, community-focused environment.