Commercial Lines Account Manager/Coordinator

Collins & Associates Corporation; Grand Rapids (MI); On-site; USD 60,000 - 125,000; Full time

Job summary

A leading national insurance agency seeks a Commercial Lines Account Manager in Grand Rapids, MI. The successful candidate will manage client relationships, handle account servicing, and ensure compliance with insurance requirements. This role offers competitive salaries and comprehensive benefits, including medical, dental, and 401(k) plans.

Benefits

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid vacation

Paid personal time

Paid holidays

Educational expense reimbursement

Qualifications

• Minimum of 3 years managing middle market commercial accounts.
• Active Property and Casualty license required.
• Strong written and oral communication skills.

Responsibilities

• Meet overall insurance needs of clients and internal team.
• Provide prompt and courteous service to retain and grow business.
• Monitor monthly expiration lists and follow-up activities.

Skills

Communication

Mathematical Skills

Client Relationship Management

Education

Property and Casualty License

National Alliance Designation (CIC or CRM)

Tools

MS Office Suite

Applied/EPIC

Job description

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Collins and Associates Corporation is an established and growing national insurance agency with locations in Grand Rapids, Kingsley, Harbor Springs and Indian River, Michigan. Collins and Associates Corporation is a leading-edge innovator in commercial and personal insurance, specialty insurance and risk management programs. Rather than positioning ourselves as just another broker, we have built our company to be a source of ideas, knowledge and imagination that can bring real value to your business and proactively protect you and your family.

A successful candidate will be educated, skilled, and capable of building, cultivating and managing clients, internal team and carrier relationships. Their experience includes handling “A-Z” servicing, account rounding, marketing and managing the renewal process on their book of business. Servicing includes negotiating renewals, processing audits, endorsements, cancellations, completing proposals, processing policies, handling claims, and all related invoicing. Our candidate is experienced in commercial lines, including but not limited to surplus lines, property, umbrella and excess liability, general liability, workers compensation, auto, cyber liability, bonds and executive liability for a variety of industries. They will hold an active property and casualty license and have attained or will pursue within 6 months or employment a National Alliance designation such as CIC (Certified Insurance Counselor) or CRM (Certified Risk Manager) and will be interested in pursuing more insurance education to continue their personal and professional growth.

Job Responsibilities:

• The primary function of this position is to meet the overall insurance needs of our internal team and clients as outlined above
• Provide prompt and courteous service to our clients, team, carrier, and broker partners to retain and grow our commercial lines book of business.
• Monitor monthly expiration lists closely and follow-up activities for all assigned accounts.
• Review existing accounts for supplemental coverage and renew accounts as appropriate.
• Maintain professional relationships with clients, co-workers, and company personnel
• Prepare complete and accurate applications through the agency management system.
• Utilize company website portals for quoting new lines of business, requesting changes and for monitoring policy activities.
• Maintain up to date customer files, both paper and electronic files in Applied/EPIC
• Follow department policies and procedures closely and prioritize work according to established guidelines.
• New Business and Renewal Business Proposals in Word and Excel
• New Business and Renewal applications with loss summaries, risk, claims evaluation, incorporating info into the submission for the team.
• Certificates of Insurance, reviewing contracts for compliance
• Comparing spreadsheets on large property schedules
• Processing changes/endorsements Policy review and USB for policies Licensing Carrier Log Ins
• CSR24 Portal Admin & Demos
• Complete various duties and special projects assigned

Required Qualifications:

• Minimum of 3 years of experience managing middle market commercial accounts
• Property and Casualty licenses are appropriate to the position and ability to meet bonding requirements.
• Understand, review, and analyze insurance forms, and policies verifying accuracy.
• Above average mathematical skills and ability to rate insurance policies.
• Strong written and oral communication skills
• Work normally scheduled hours and additional time when necessary.

Preferred Skills:

• Courteous and professional telephone manner and appearance
• Ability to perform multiple tasks simultaneously.
• Pleasant and friendly personality, focused on client needs.
• Proficient with MS Office suite of products (MS Word, MS Excel)
• Must be initiative-taking and be able to work independently without close supervision.
• Ability to remain calm under pressure.
• Attention to detail, thorough and accuracy.
• Professional work ethic
• The location of the role will be in person in our Grand Rapids, Michigan office.
• Hours for the role is as follows: 8:00am to 5:00pm Monday – Thursday, 8:00am – 4:30pm Friday (Memorial Day through Labor Day we close at 4:00pm on Friday)
• Reporting relationship will be to Chief of Planning and Operations
• This position's primary responsibility is to provide superior customer service to our clients. High impact on retention of core business. No budgetary authority, no direct reports. Directly affects client satisfaction and retention of business.
• The above statements are intended to describe the general nature and level of work being performed by the people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Salary and Benefits:

We offer competitive salaries and benefits including medical/dental/vision plans, employer paid life insurance, Flexible Savings Account, short term and long-term disability, 401K, with a match, cell phone reimbursement, educational expense reimbursement, paid vacation, paid personal time, paid holidays, possible relocation package and more.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Insurance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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