Commercial Lines Senior Account Manager

Shepherd Insurance; Louisville (KY); On-site; USD 50,000 - 75,000; Full time

Job summary

A regional insurance agency in Louisville is seeking an experienced position focused on client service and account management. Responsibilities include servicing clients, managing insurance policies, and assisting in marketing efforts. The ideal candidate should have at least 5 years of experience, strong knowledge of commercial lines insurance, and proficiency in Microsoft Office. This position provides the opportunity to work within a family-oriented culture, contributing to overall business growth while assisting clients effectively.

Qualifications

• Minimum of 5 years' experience in a similar position is desirable.
• Required state licensing certification.
• Strong understanding of commercial lines insurance coverages and procedures.
• Ability to manage a book of business with accounts above $100,000 in premium.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Assist in marketing new and renewal business.
• Check new and renewal policies for accuracy.
• Mentor and support team members.

Skills

Commercial lines insurance knowledge

Customer service

Microsoft Office applications

Account management

Professional designations (CIC, CPCU)

Education

High school diploma or equivalent

College degree (preferred)

Tools

Agency management software

Job description

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.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Coordinate with advisor to obtain policy information. Maintain expiration control log.
• Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier.
• Accompany Insurance Advisors to client meetings when requested.
• Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery.
• 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.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
• Assist other departments and advisors in cross selling and account rounding.
• Serve as a mentor and role model for team members.
• Perform other related duties as assigned.

Requirements

• Experience: At least five (5) years’ experience in similar position is desirable.
• Required state licensing certification.
• Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems.
• Possess a thorough understanding of commercial lines underwriting and coverages.
• Have the ability to handle a book of business that has accounts ranging in size from $100,000 premium and above, based on geographical location.
• Professional designations such as CIC, CPCU are a plus and desire to acquire advanced insurance designations.
• Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system.

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 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.