Growth‑Oriented Commercial Lines Account Manager

Shepherd Insurance; Carmel (IN); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Shepherd Insurance, located in Carmel, IN, seeks a Commercial Lines Account Manager to support insurance advisors with new and renewal commercial accounts. You will ensure accurate rating, prepare proposals, and assist in client meetings, maintaining strong service levels.

Requirements include at least two years in a similar role, a state licensing certification, and a high school diploma or GED. A college degree is preferred but not required.

Qualifikationen

• Two or more years of experience in a similar position.
• State licensing certification required.
• High school diploma or GED required; college degree preferred but not essential.
• Strong understanding of commercial lines insurance coverages, forms, procedures, and rating systems.

Aufgaben

• 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 and packets, maintain carrier information.
• Accompany insurance advisor to client meetings when requested.
• Check new and renewal policies for rating accuracy and input transactions for billing.

Kenntnisse

Customer service

Policy administration

Office software

Ausbildung

High school diploma or GED

Bachelor's degree preferred

Tools

Agency management software

Microsoft Office

Jobbeschreibung

Shepherd Insurance, located in Carmel, IN, seeks a Commercial Lines Account Manager to support insurance advisors with new and renewal commercial accounts. You will ensure accurate rating, prepare proposals, and assist in client meetings, maintaining strong service levels.

Requirements include at least two years in a similar role, a state licensing certification, and a high school diploma or GED. A college degree is preferred but not required.