Commercial Lines Account Manager

Neis Insurance Agency, Inc; Crystal Lake (IL); On-site; USD 58,000 - 60,000; Full time

Benefits offered by this job

Simple IRA

IRA Match

Health insurance

Paid time off

Vision insurance

Life insurance

Job summary

A well-established insurance agency in Crystal Lake is looking for a commercial line account manager. The ideal candidate will have 5-10 years of experience managing policies in various sectors and will be proficient with Applied TAM and MS Office. This role emphasizes independent work and strong client service in a supportive team environment.

Qualifications

• 5-10 years of experience working with middle market risks.
• Experience quoting and issuing for commercial lines.
• Flexibility to adapt to changing situations.

Responsibilities

• Manage clients’ policies with several moving parts.
• Process renewals tactfully and effectively.
• Work with insureds and agents to collect necessary documents.

Skills

Experience with middle market risks

Applied TAM and Applied Epic

MS Office 365 proficiency

Strong follow-through and problem-solving

Excellent written and verbal skills

Tools

Applied TAM

Adobe software

Job description

Base pay range

$58,000.00/yr - $60,000.00/yr

Company Description

For over 45 years, Neis Insurance Agency, Inc., continues to be a trusted and well-established insurance agency within McHenry County. We are focused on our client's personal and commercial insurance needs. We are licensed in all 50 states and internationally, and have proudly served and provided coverage and guidance to thousands of individuals, businesses, and non-profit organizations. Through our insurance network, we have access to hundreds of carriers, enabling us to find the best quality coverage for prices that meet our clients budget. We offer challenging career opportunities and a positive work environment that encourages teamwork and professional growth.

Role Description

The effective commercial line account manager requires a self-starter who is experienced and highly motivated with impeccable follow-through and follow up abilities. Must be Responsible for meeting client’s needs as to coverage and costs. Regularly exercise discretion and independent judgment on accounts and collecting data from producers and clients to obtain competitive renewal & new business quotes well in advance, while keeping retention of current clients top of mind. The successful candidate should also enjoy working within a supportive and dynamic team environment - offering support and delegating tasks so that everyone succeeds. We aim to comprehend the unique requirements of every client, delivering top-notch and dependable service and coverage. Our commitment is to prioritize the client\'s needs over the interests of the carrier.

Responsibilities

• Capable of managing clients’ policies with several moving parts.
• Tactful approach to processing renewals well in advance.
• Remarket policies, review premiums & coverage, update TAM, and issue correspondence on behalf of the agent.
• Rewrite policies if/when needed.
• Work with insureds, fellow CSR’s, and agents to collect and submit documents on all policy types.
• Be able to effectively follow up on cancellations, renewals, and quotes without supervision.
• Thrive working independently without direct supervision involvement.
• Assist clients with audits.
• Fill out supplemental applications with on-hand information prior to sending to insureds to complete.
• Notify agents of cancellations, and contact the insureds to remind them of late payments and work with underwriters and billing dept. to get reinstatements, etc.
• Bond requests & issuance.
• Make changes (endorsements, cancellations, billing, etc.), submit claims, take payments, etc.
• Work with Carriers / Underwriters / Mortgagees / Accountants on behalf of the insured to resolve problems resulting from inspections, audits, corrections, underwriting requests and/or billing.

Qualifications

• 5-10 years of experience working with middle market risks ranging from construction, retail, professional liability, D&O, E&S, franchises, associations, manufacturers, law & accounting offices, non-profits, etc.
• Experience using Applied TAM and Applied Epic.
• Experience quoting and issuing for commercial lines.
• Previous experience working with Applied TAM software.
• Well versed using MS Office 365 products (Outlook, Excel, Word, OneDrive) and Adobe software.
• Strong ability of follow-through and follow-up, multitasking, prioritizing, and sufficiently problem solving.
• Excellent written and verbal skills.
• Flexible and able to change gears with little notice.
• Simple IRA
• IRA Match
• Health insurance
• Paid time off
• Vision insurance
• Life insurance

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales

Industries

• Insurance