Growth-Oriented Commercial Lines Account Manager

Shepherd Insurance LLC; Louisville (KY); Vor Ort; USD 60.000 - 85.000; Vollzeit

Zusammenfassung

Shepherd Insurance LLC is seeking a Commercial Lines Account Manager in Louisville, KY, to support producers with handling and processing new and renewal commercial lines business. You will provide high-level client service, maintain accuracy, and coordinate renewals with the team to ensure smooth, compliant processing.

The role involves marketing new and renewal business, preparing proposals, and maintaining carrier information.

Qualifikationen

• Two years of experience in a similar role is desirable.
• Must be licensed per state and industry requirements.
• Must understand and analyze commercial lines coverage, forms, procedures, and rating systems.
• Should have a good grasp of commercial lines underwriting and coverages.
• Professional designation is a plus; AMS360 proficiency is expected.

Aufgaben

• Provide positive, prompt, accurate, and courteous service to clients.
• Coordinate expirations with producers to obtain renewal or new business information; maintain the expiration log.
• Assist in marketing new and renewal business; prepare proposals and packets; maintain carrier data.
• Review new/renewal policies for accuracy and input transactions to generate invoices.
• Handle client inquiries by phone; refer to producers when needed.
• Maintain a suspense system to follow up on orders and overdue items.
• Contribute to special projects at management's request.
• Meet with clients to discuss and handle insurance needs; keep producers informed.
• Support cross-selling and account rounding across departments.
• Perform other duties as assigned.

Kenntnisse

Customer service

Communication

Attention to detail

Problem solving

Team collaboration

Ausbildung

High School Diploma or equivalent

Tools

AMS360

MS Office Suite

Jobbeschreibung

Shepherd Insurance LLC is seeking a Commercial Lines Account Manager in Louisville, KY, to support producers with handling and processing new and renewal commercial lines business. You will provide high-level client service, maintain accuracy, and coordinate renewals with the team to ensure smooth, compliant processing.

The role involves marketing new and renewal business, preparing proposals, and maintaining carrier information.