Commercial Lines Account Manager

Shepherd Insurance; Louisville (KY); On-site; USD 52,000 - 78,000; Full time

Job summary

Shepherd Insurance is a privately-owned insurance agency established in 1977 and part of a growing Midwest agency network. The Commercial Lines Account Manager will support producers in handling new and renewal commercial lines, service accounts, and market new and renewal business with carriers.

You will also assist with underwriting, client meetings, and cross-department collaboration to grow accounts. The role emphasizes accurate processing, proactive service, and professional development

Qualifications

• 2+ years of experience in a similar role.
• Licensing per state and industry requirements is required.
• Ability to understand and analyze commercial lines coverage, forms, procedures, and rating systems.
• Thorough understanding of commercial lines underwriting and coverages.
• Desire to pursue advanced insurance designations.
• Proficiency in MS Word, Excel, Outlook, Access, PowerPoint and AMS360.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to clients.
• Coordinate expirations with the producer to obtain renewal/new business information and maintain expiration control log.
• Assist in marketing new and renewal business; determine premiums, prepare proposals, and accompany the producer to client meetings.
• Check policies for accuracy in rating, typing, coverage, signatures, and generate invoices; ensure delivery to client or producer.
• Respond to client and carrier inquiries; refer to the producer when necessary.
• Maintain a suspense system to follow up on outstanding orders and overdue items.
• Perform special projects at management’s request.
• Meet with clients to discuss and handle their insurance needs.
• Keep producers informed of all important activities on their accounts.
• Assist other departments in cross selling and account rounding.

Skills

Customer service

Communication

Attention to detail

Time management

Tools

MS Word

Excel

Outlook

Access

PowerPoint

AMS360

Job description

Description

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the Midwest.

As a Commercial Lines Account Manager on the Shepherd team, you will assist producers in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

Responsibilities

• Provide positive, prompt, accurate, and courteous service to clients.
• Coordinate expirations with producer to obtain renewal and/or new business information. Maintain expiration control log.
• Assist in marketing new and renewal business, determine premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier. Accompany producer to client meetings when requested.
• Check new and renewal policies for accuracy in rating, typing, coverage, signatures, and input these transactions to generate billing invoices. Ensure that these items is delivered and/or mailed to client or producer for delivery.
• Receive phone calls from clients and companies regarding insurance, claims, or administrative needs, and comply with the request and/or refer to the producer when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Perform special projects at management’s request.
• Meet with clients to discuss and handle their insurance needs.
• Keep producers fully informed of all important activities on their accounts.
• Assist other departments and producers in cross selling and account rounding.
• Perform other related duties as assigned.

Requirements

• Experience: At least two (2) years’ experience in similar position is desirable.
• Must be licensed per state and industry requirements.
• Must be able to understand and analyze commercial lines insurance coverage’s, forms, procedures, and policy rating systems.
• Should have thorough understanding of commercial lines underwriting and coverages.
• Must desire to acquire advanced insurance designations.
• Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access, PowerPoint) and AMS360.
• Professional designation is a plus.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the job.

AMERICANS WITH DISABILITY SPECIFICATIONS

Physical Demands 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.