Strategic Commercial Lines Account Manager

Insurance Journal; Benson (NC); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

Oakbridge Insurance Agency seeks a Commercial Lines Account Manager to support marketing, servicing, and underwriting for commercial accounts. You will ensure client records are accurate, renewals are processed timely, endorsements handled efficiently, and communications are clear.

Collaborate with Account Executives, Producers, and Carriers to deliver exceptional service, maintain relationships, and grow the book.

Qualifikationen

• Active Property & Casualty Insurance License (required).
• Excellent communication, customer service and relationship management skills.
• Strong attention to detail with the ability to manage competing priorities.
• Proactive problem-solving and analytical abilities.
• Comfortable working independently and as part of a collaborative team.
• Proficiency with Microsoft Office Suite (Word, PowerPoint, Outlook).

Aufgaben

• Manage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicing.
• Build and maintain strong, professional relationships with clients, carriers and internal team members.
• Support new business production efforts in collaboration with producers and account executives.
• Evaluate client risk exposures and recommend appropriate coverage solutions.
• Coordinate and process policy documents including binders, ID cards, insurance summaries and certificates.
• Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments.
• Participate in client and carrier meetings, as needed.

Kenntnisse

Excellent communication

Customer service

Relationship management

Detail oriented

Problem solving

Independent worker

Team player

Ausbildung

Property & Casualty Insurance License

Tools

Microsoft Office Suite

Jobbeschreibung

Oakbridge Insurance Agency seeks a Commercial Lines Account Manager to support marketing, servicing, and underwriting for commercial accounts. You will ensure client records are accurate, renewals are processed timely, endorsements handled efficiently, and communications are clear.

Collaborate with Account Executives, Producers, and Carriers to deliver exceptional service, maintain relationships, and grow the book.