Commercial Lines Account Manager

Leavitt Group; Maryland; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid work location in MD

Salary 45k-65k

License renewal paid

401k

Health plan

Vision insurance

Dental insurance

FSA

Life insurance

Paid time off

Wellness program

Job summary

Farm Creek Insurance is seeking a Commercial Lines Account Manager to support a busy commercial book from Nottingham or Cambridge, MD. This hybrid role requires 3+ years of industry experience and a Property & Casualty license, with proficiency in Microsoft Office and carrier rating software.

You will prepare submissions, coordinate with producers and account executives, handle proposals, binders, certificates, and policy checks, while maintaining strong client relationships and meeting

Qualifications

• 3+ years experience with a small commercial lines book of business.
• Active Property & Casualty license.
• Strong computer skills with Microsoft Office (Excel, Word).
• Strong oral and written communication skills.
• Experience with carrier rating software.
• AMS 360 experience highly preferred.

Responsibilities

• Prepare applications for submissions with underwriting information from the Producer.
• Maintain daily contact with Commercial Lines Manager on deadlines and projects.
• Work with service staff to meet timelines and deadlines.
• Collaborate with Account Executive on marketing procedures and markets.
• Follow up with markets for quotations.
• Create proposals and proposal booklets under Account Executive guidance.
• Check submissions, quotations, and proposals for discrepancies.
• Make proposal changes and quotations from client meetings with the producer.
• Work with Producer to provide binders and obtain client sign-off.
• Issue certificates and verify endorsements per Account Executive requests.
• Coordinate policy checks with submission/quotation/proposal and invoicing.

Skills

Communication skills

Microsoft Office

Attention to detail

Tools

AMS 360

Carrier rating software

Microsoft Office

Job description

Farm Creek Insurance is looking to add new talent to their commercial lines team. This position can reside in either Nottingham or Cambridge , MD and is hybrid.

A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-6 or more years of experience working in the insurance industry with commercial clients.

Responsibilities

• Prepare the applications for the submission with underwriting information provided by the Producer.
• Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and ongoing projects/tasks
• Work with the service staff to meet timeline (deadlines)
• Work with assigned Account Executive on marketing procedures with discussed selected markets
• Follow up with Markets for quotations
• Create the proposal under the direction of the Account Executive
• Create proposal booklets
• Check for any discrepancy’s b/w submission/quotation/proposal
• Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
• Work with Producer to provide binders of insurance/Get client sign off
• Certificate issuance
• Check policies with submission/quotation/proposal
• Invoice
• Check endorsements against Account Executive requests
• Issue auto ID Cards

Requirements

• 3 + years experience with working a small commercial lines book of business.
• Active Property & Casualty license
• Must have strong computer software and in using Microsoft Office i.e. Excel, Word
• Must have strong oral and written communication skills
• Must have experience with carrier rating software
• Experience with the AMS 360 is highly preferred

Benefits

• Hybrid in the Nottingham or Cambridge MD area
• Compensation 45k-65 K +
• Paid License renewal and continuing education
• Attractive Benefits package, including 401k
• Health Plan, Vision, Dental, FSA, & Life Insurance
• Paid time off (vacation & sick time)
• Wellness program