Commercial Lines Account Manager: Renewal & Growth

University Bank; Ann Arbor (MI); Presencial; USD 50 000 - 70 000; Tempo integral

Resumo da oferta

University Bank is seeking a Commercial Lines Account Manager to oversee client accounts, make changes within carrier guidelines, renewals, and remarket commercial business as needed. You will solicit new clients, gather information from carriers, and service existing accounts including payments, audits, and claims; requires strong communication, organization, and attention to confidentiality.

The role emphasizes maintaining carrier relationships, accurate record-keeping, and proactive client

Qualificações

• High school diploma or equivalent required.
• 3 years of previous commercial lines insurance servicing & quoting experience preferred.
• Current Property & Casualty Insurance License in required lines (or ability to obtain within 90 days).

Responsabilidades

• Evaluate customer inquiries to make an informed decision.
• Follow up with underwriter and customer through renewal process.
• Log all activities in agency management system.
• Maintain records, reports, and files as applicable.
• Answer customer inquiries regarding coverage, changes, claims, payments, audits, etc.
• Round commercial accounts when servicing the client.
• Remarketing Commercial customers when requested by customer or Producer.
• Run expiration reports each month following Commercial Renewal Procedure.
• Handle overflow of new business when needed.
• Assist Producer(s) when needed.

Conhecimentos

Customer relations

Communication skills

Organizational skills

Time management

Problem solving

Analytical skills

Excel

Word

Formação académica

High school diploma or equivalent

Property & Casualty License (within 90 days)

Ferramentas

Agency management system

Excel

Word

Descrição da oferta de emprego

University Bank is seeking a Commercial Lines Account Manager to oversee client accounts, make changes within carrier guidelines, renewals, and remarket commercial business as needed. You will solicit new clients, gather information from carriers, and service existing accounts including payments, audits, and claims; requires strong communication, organization, and attention to confidentiality.

The role emphasizes maintaining carrier relationships, accurate record-keeping, and proactive client