Commercial Lines Account Manager

Shepherd Insurance; Seymour (IN); On-site; USD 55,000 - 75,000; Full time

Job summary

Shepherd Insurance in Seymour, IN is seeking a Commercial Lines Account Manager to support insurance advisors with new and renewal business. You will help service commercial clients, process applications, and ensure accurate policy information.

With at least two years of experience, you will use Microsoft Office and agency systems to prepare proposals, maintain records, and assist marketing efforts. A state licensing certification is required; college degree is preferred.

Qualifications

• At least 2 years’ experience in a similar position.
• State licensing certification required.
• High school diploma or GED required; college degree preferred.
• Strong understanding of commercial lines coverages, forms, and rating systems.
• Proficient with Microsoft Office and agency/document management systems.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Coordinate with advisor to obtain policy information and maintain expiration control log.
• Assist in marketing new and renewal business; prepare proposals and maintain underwriting/marketing information by carrier.
• Attend client meetings with insurance advisor when requested.
• Check new and renewal policies for rating and coverage; generate billing invoices for delivery.
• Handle calls from clients and companies regarding policy coverage, claims, or admin needs.
• Maintain a suspense system to follow up on outstanding orders and reports.
• Support cross-selling and account rounding across departments.

Skills

Commercial lines

Client service

Policy rating

Office software

Education

High school diploma or GED

College degree preferred

Tools

Agency management system

Microsoft Office

Job description

PURPOSE

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 country.

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 country. As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors 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, and accurate service to clients.
• Coordinate with advisor to obtain policy information. Maintain expiration control log.
• Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Accompany insurance advisor to client meetings when requested.
• Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery.
• Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Assist other departments and advisors 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.
• Required state licensing certification.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of commercial lines insurance coverages, forms, and policy rating systems.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

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 position. As the nature of business demands change, so too may the essential functions of this position.

WORKING CONDITIONS/PHYSICAL DEMANDS

Work environment characteristics and 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. 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.