Commercial Lines Account Manager: Growth & Client Service

Shepherd Insurance, LLC; Greenwood (IN); Vor Ort; USD 45.000 - 68.000; Vollzeit

Zusammenfassung

Robley Insurance, a Shepherd Insurance Partner, seeks a Commercial Lines Associate Account Manager to join the Commercial Lines team in supporting insurance advisors with new and renewal business.

You will service commercial accounts, maintain files, and assist in marketing, underwriting, and proposal preparation while providing high-quality client service in a collaborative, family-oriented environment within the Shepherd network.

Qualifikationen

• 2+ years of experience in a similar position.
• High school diploma or GED; college degree preferred.
• State licensing certification required.
• Solid understanding of commercial lines coverages, forms, procedures and rating systems.
• Proficiency with Microsoft Office and AMS 360.

Aufgaben

• Provide prompt, courteous service to account managers and clients.
• Maintain electronic/paper files in an orderly, up-to-date manner.
• Check policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Receive calls from clients and carriers about coverage, claims or admin needs; refer to advisor as needed.
• Assist in marketing new and renewal business; evaluate premiums and prepare proposals.
• Maintain a suspense system to follow up on orders and overdue items.
• Serve as a helper within Commercial Lines to support accounts and advisors when others are unavailable.
• Perform other related duties as assigned.

Kenntnisse

Commercial lines knowledge

MS Office

AMS 360

Two years experience

Ausbildung

HS diploma or GED

College degree preferred

Tools

AMS 360

Microsoft Office Suite

Jobbeschreibung

Robley Insurance, a Shepherd Insurance Partner, seeks a Commercial Lines Associate Account Manager to join the Commercial Lines team in supporting insurance advisors with new and renewal business.

You will service commercial accounts, maintain files, and assist in marketing, underwriting, and proposal preparation while providing high-quality client service in a collaborative, family-oriented environment within the Shepherd network.