Commercial Lines Account Manager: Client Risk & Service Pro

Oakbridge Insurance Agency; Alpharetta (GA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401k with company match

Immediate vesting

Life insurance

Disability benefits

Health insurance

Job summary

Oakbridge Insurance Agency in Alpharetta, GA seeks a Commercial Lines Account Manager to support renewals, endorsements, billing, and servicing of client accounts. You will collaborate with Account Executives, Producers, and Carriers to maintain strong client relationships and ensure accurate records.

Responsibilities include processing policy documents, evaluating risk exposures, and assisting with new business in coordination with the team. A Property & Casualty license is required.

Qualifications

• Active Property & Casualty Insurance License is 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.

Responsibilities

• 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

Skills

Communication

Customer Service

Relationship Management

Attention to Detail

Problem Solving

Analytical Skills

Team Collaboration

Tools

Microsoft Office

Job description

Oakbridge Insurance Agency in Alpharetta, GA seeks a Commercial Lines Account Manager to support renewals, endorsements, billing, and servicing of client accounts. You will collaborate with Account Executives, Producers, and Carriers to maintain strong client relationships and ensure accurate records.

Responsibilities include processing policy documents, evaluating risk exposures, and assisting with new business in coordination with the team. A Property & Casualty license is required.