Commercial Lines Account Manager

Combined Agents of America, LLC; United States; Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Competitive Pay

Professional Development

Job Stability in a growing industry

Job summary

Bailey Insurance and Risk Management seeks an Account Manager to maintain and maximize profitable relationships with commercial clients, grow the book of business through renewals and new client sales, and coordinate renewal terms.

You will answer client questions, issue Certificates of Insurance, file endorsements, and ensure timely communication. Flexible work-from-home options are available, and strong organization, customer focus, and teamwork are essential.

Qualifications

• Hold the insurance license required by your state and have a minimum of FOUR years of commercial lines experience.
• A Bachelor's Degree is a big plus.
• Familiarity with AMS 360 is a big plus.
• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively handle a commercial lines desk.
• Be customer-focused, and professionally assertive in servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.

Responsibilities

• Make sure all insurance policies are renewed for the commercial accounts you are handling.
• Foster and maintain excellent relationships with clients and agency producers
• Complete renewal applications as needed and work with underliers in arranging the best renewal terms and conditions possible for our insureds.
• Answer client questions, file claims, issue Certificates of Insurance as requested, and request policy endorsements as needed.
• Demonstrate a true concern for helping our customers.
• Check policies as they are received in the agency in order to make sure they are correct
• Invoice all policies and prepare premium financing notes for those policies that are not direct bill and which the insured desires to finance.
• Return all calls and emails promptly.

Skills

Client relationship management

Communication

Time management

Teamwork

Customer service

Education

Bachelor's degree

Tools

AMS 360

Job description

The Account Manager at Bailey Insurance and Risk Management is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks

• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Responsibilities

• Make sure all insurance policies are renewed for the commercial accounts you are handling.
• Foster and maintain excellent relationships with clients and agency producers
• Complete renewal applications as needed and work with underliers in arranging the best renewal terms and conditions possible for our insureds.
• Answer client questions, file claims, issue Certificates of Insurance as requested, and request policy endorsements as needed.
• Demonstrate a true concern for helping our customers.
• Check policies as they are received in the agency in order to make sure they are correct
• Invoice all policies and prepare premium financing notes for those policies that are not direct bill and which the insured desires to finance.
• Return all calls and emails promptly.

Qualifications

• Hold the insurance license required by your state and have a minimum of FOUR years of commercial lines experience.
• A Bachelor's Degree is a big plus.
• Familiarity with AMS 360 is a big plus!
• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations to effectively handle a commercial lines desk.
• Have a sweet spirit so as to mesh with the amazingly kind and sweet people who work in the agency.
• Be customer-focused, and professionally assertive in servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.

Flexible work from home options available.