Commercial Lines Associate Account Manager

Shepherd Insurance, LLC; Greenwood (IN); On-site; USD 45,000 - 68,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Commercial lines knowledge

MS Office

AMS 360

Two years experience

Education

HS diploma or GED

College degree preferred

Tools

AMS 360

Microsoft Office Suite

Job description

Description

PURPOSE:

This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country.

This opportunity at Robley Insurance, a Shepherd Insurance Partner. As a Commercial Lines Associate Account Manager within the Commercial Lines team in the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with agency guidelines. You will serve as a utility player within the Commercial Lines team and service commercial account. You will shift focus as needed to assist agency personnel and clients. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested.

RESPONSIBILITIES:

• Provide positive, prompt, accurate, and courteous service to account managers and clients, as necessary.
• Maintain electronic and/or paper files in an orderly, up-to-date manner.
• Check manual policies, order loss runs, issue renewal binders, invoices, ID cards and certificates.
• Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary.
• Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Serve as a utility player within the Commercial Lines division to maintain strong service on accounts, to clients, and insurance advisors when agency personnel is out of office.
• Perform other related duties as assigned.

Requirements

REQUIREMENTS:

• Experience: At least two (2) years' experience in similar position is desirable.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Required state licensing certification.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system (AMS 360).

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position.

AMERICANS WITH DISABILITY SPECIFICATIONS

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

Work Environment

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.