Commercial Lines Account Manager: Client Care & Renewals

Oakbridge Insurance; Montezuma (GA); Vor Ort; USD 65.000 - 90.000; Vollzeit

Benefits dieser Stelle

401(k) with immediate participation

Company match

100% vesting

Life insurance

Short/long-term disability

Health insurance

Flexible work environment

Zusammenfassung

Oakbridge Insurance is seeking an experienced Commercial Lines Account Manager to support marketing, servicing, and underwriting processes for commercial accounts. You will maintain client records, process renewals, and handle endorsements while collaborating with Account Executives, Producers, and Carriers to deliver excellent service.

You will build lasting relationships with clients and internal teams, manage billing, and coordinate policy documents.

Qualifikationen

• Active Property & Casualty Insurance License (required).
• Excellent communication, customer service and relationship management skills.
• Strong attention to detail with the ability to manage competing priorities.
• Proactive problem-solving and analytical abilities.
• Comfortable working independently and as part of a collaborative team.
• Proficiency with Microsoft Office Suite (Word, Excel, Outlook).

Aufgaben

• Manage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicing
• Build and maintain strong, professional relationships with clients, carriers and internal team members
• Support new business production efforts in collaboration with producers and account executives
• Evaluate client risk exposures and recommend appropriate coverage solutions
• Coordinate and process policy documents including binders, ID cards, insurance summaries and certificates
• Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments
• Participate in client and carrier meetings, as needed

Kenntnisse

Communication

Customer service

Relationship management

Detail oriented

Problem solving

Independent work

Tools

Applied Epic

Microsoft Office

Jobbeschreibung

Oakbridge Insurance is seeking an experienced Commercial Lines Account Manager to support marketing, servicing, and underwriting processes for commercial accounts. You will maintain client records, process renewals, and handle endorsements while collaborating with Account Executives, Producers, and Carriers to deliver excellent service.

You will build lasting relationships with clients and internal teams, manage billing, and coordinate policy documents.