Commercial Lines Account Manager

The Misch Group; Metuchen (NJ); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k) matching

Dental insurance

Health insurance

Life insurance

Paid time off

Job summary

The Misch Group in Metuchen, NJ is seeking a Commercial Lines Account Manager to support an Account Executive and service a commercial book of business.

You will handle endorsements, renewals, COIs, AMS updates, and maintain client relationships; a P&C license and 4 years' experience are required.

Qualifications

• P&C license required.
• 4 years' experience in a similar position.

Responsibilities

• Assist an Account Executive in servicing a commercial lines book of business.
• Process endorsements and invoices when applicable.
• Obtain renewal quotes and policies; update in AMS and forward to insured.
• Review policies, update system, and request carrier corrections.
• Handle change requests and follow-ups.
• Review specifications and issue certificates of insurance (COIs).
• Handle loss control recommendations, inspection requests, and follow-ups.
• Handle audits and reconciliation.
• Maintain suspense and follow-ups in AMS.
• Obtain company portal logins with setup assistance.
• Complete monthly vehicle and driver reporting on assigned accounts.

Skills

P&C license

Account management

Job description

Commercial Lines Account Manager

Department: Insurance & Financial Services

Employment Type: Full Time

Location: New Jersey

Description

We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at our independent insurance agency in the heart of downtown Metuchen, NJ. As a Commercial Lines Account Manager, you will be responsible for assisting an Account Executive servicing the book of business.

This is a key role within our organization, requiring strong account management skills.

Key Responsibilities

• Assist an Account Executive servicing a commercial lines book of business.
• Process endorsements and invoice when applicable.
• Obtain direct-billed renewal quotes and policies; update/renew policies in AMS, forward to insureds, and follow up as needed.
• Check policies, update the system, and request carrier corrections for discrepancies.
• Handle change requests and follow-up.
• Review specifications and issue certificates of insurance (COIs).
• Handle loss control recommendations, inspection requests, and follow-ups.
• Handle audits and reconciliation.
• Maintain suspense and follow-ups in AMS.
• Obtain company portal logins with setup assistance.
• Complete monthly vehicle and driver reporting on assigned accounts (minimal in this unit).

Skills, Knowledge and Expertise

• P&C license.
• 4 years' experience in a similar position.
• Strong account management skills with a track record of successfully managing key client relationships.

Benefits

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off