Dynamic Commercial Lines Account Manager

Shepherd Insurance LLC; Seymour (IN); On-site; USD 52,000 - 76,000; Full time

Job summary

Shepherd Insurance LLC in Seymour, Indiana is seeking a Commercial Lines Account Manager to support insurance advisors, handle new and renewal commercial lines business, and service commercial accounts with a high level of client care.

Responsibilities include processing policy information, obtaining quotes, preparing proposals, assisting with marketing, and coordinating communications with clients and carriers.

Qualifications

• Two years’ experience in a similar role is desirable.
• State licensing certification required.
• High school diploma or GED required; college degree preferred.

Responsibilities

• Provide positive, prompt, and accurate service to clients.
• Coordinate with advisor to obtain policy information and maintain expiration control log.
• Assist in marketing new and renewal business; evaluate premiums and prepare proposals and packets.
• Accompany insurance advisor to client meetings when requested.
• Check policies for accuracy in rating and input transactions to generate billing invoices.

Skills

Commercial lines knowledge

MS Office

Customer service

Education

High school diploma or GED

College degree preferred

Tools

Microsoft Office Suite

Agency management system

Job description

Shepherd Insurance LLC in Seymour, Indiana is seeking a Commercial Lines Account Manager to support insurance advisors, handle new and renewal commercial lines business, and service commercial accounts with a high level of client care.

Responsibilities include processing policy information, obtaining quotes, preparing proposals, assisting with marketing, and coordinating communications with clients and carriers.