Commercial Lines Account Manager — Client & Renewal Expert

Shepherd Insurance; Greenwood (IN); Vor Ort; USD 40.000 - 60.000; Vollzeit

Zusammenfassung

Shepherd Insurance in Greenwood, IN, seeks a Commercial Lines Associate Account Manager to support insurance advisors with new and renewal commercial lines, handling processing, proposals, and client service.

You will maintain files, issue binders, certificates, and respond to client inquiries, while collaborating with carriers and marketing teams to evaluate premiums and prepare quotations.

Qualifikationen

• Experience: At least two (2) years' experience in similar position is desirable.
• Education: High school diploma or GED required; college degree preferred, not necessary.
• Required state licensing certification.
• Strong understanding of commercial lines coverages, forms, procedures, and policy rating systems.
• Familiar with Microsoft Office products and AMS 360.

Aufgaben

• Provide positive, prompt, accurate, and courteous service to account managers and clients.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Check policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Answer client calls regarding policy coverage, claims or admin needs; refer to advisor as needed.
• Assist in marketing new and renewal business; evaluate premiums, prepare proposals and packets.
• Maintain a suspense system to follow up on outstanding orders and reports.
• Serve as a utility player within the Commercial Lines team to support accounts and advisors.
• Perform other related duties as assigned.

Kenntnisse

Customer service

Attention to detail

Ausbildung

High school diploma or GED

College degree preferred

Tools

AMS 360

Microsoft Office

Jobbeschreibung

Shepherd Insurance in Greenwood, IN, seeks a Commercial Lines Associate Account Manager to support insurance advisors with new and renewal commercial lines, handling processing, proposals, and client service.

You will maintain files, issue binders, certificates, and respond to client inquiries, while collaborating with carriers and marketing teams to evaluate premiums and prepare quotations.