Commercial Lines Account Manager

Mason-McBride Insurance; Troy (MI); On-site; USD 67,000 - 98,000; Full time

Job summary

A leading insurance firm in Troy, MI, is seeking a dedicated Account Manager to enhance client relationships and manage commercial lines. The ideal candidate will have a Michigan Property and Casualty License and at least three years of relevant experience. Responsibilities include responding to inquiries, processing policies, and ensuring compliance with insurance guidelines. Join a family-owned business that values integrity and professionalism while enjoying competitive benefits and a supportive work environment.

Benefits

Vision Insurance

Company Paid Disability Insurance

Supplemental Insurance

401(k) with Safe Harbor Match

Paid Time Off

Paid Holidays

Qualifications

• 3 years managing and servicing Commercial Lines book of business.
• Strong communication skills and problem-solving capabilities.

Responsibilities

• Respond to inquiries and sales requests promptly.
• Build and maintain client relationships with exceptional service.
• Process policy changes and handle claims calls.

Skills

Communication

Problem-solving

Teamwork

Leadership

Education

Michigan Property and Casualty License

Tools

AMS360

Job description

2 days ago Be among the first 25 applicants

Direct message the job poster from Mason-McBride Insurance

At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are proud to be a second-generation family business, where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do. Mason-McBride offers a broad spectrum of insurance services. Whether it’s personal insurance like home, auto, life, and umbrella policies, or business insurance covering commercial property, general liability, and workers’ compensation, we have you covered. We also specialize in employee benefits, including health, dental, and vision insurance.

Responsibilities:

• Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Build and maintain client relationships by providing exceptional customer service.
• Process all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each client contact in eAgent.
• Verify phone numbers, addresses and email addresses with each client contact and update client information.
• Handle all incoming claims calls from customers and follow up.
• Thoroughly understand and follow all underwriting, rating, and compliance requirements.
• Ask each client for referrals and explain our referral program.
• Treat each client contact as a cross and up-sell opportunity including financial products.
• Maintain knowledge of new products.
• Share training and education knowledge and expertise with team members.

Qualifications:

• Michigan Property and Casualty License
• Minimum of 3 years of managing and servicing a small to mid-sized Commercial Lines book of business; premiums range from $2500 to $50,000
• Multi-state Workers’ Compensation and Class Coding experience a plus
• Familiarity with Surplus Lines placements and Lloyd’s market
• Knowledge of Insurance guidelines
• Working knowledge of AMS360 highly desired
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable
• Strong communication skills, both oral and written
• Possess an upbeat, positive, and enthusiastic attitude
• Be a great self-starter with a sense of urgency
• Must have ability to multi-task
• Problem-solving capabilities
• Works well with other employees and is a team player
• Strong work ethic and leadership skills
• Ability to tactfully handle stressful and difficult situations

Hours: Monday-Friday, 8:00am-5:00pm

Office Location: 3155 W Big Beaver Road, Suite 125, Troy, MI 48084

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays

No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Consulting and Customer Service

• Industries

  Insurance and Insurance Agencies and Brokerages

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