Insurance Account Manager/Commercial Lines Customer Service Agent

About the position

Join Our Growing Team as a Commercial Lines Account Manager! We are expanding and looking for a skilled Commercial Lines Account Manager to join us full-time. The ideal candidate will hold a current Property & Casualty (P&C) Insurance license and have at least 2 years of experience specializing in Commercial Accounts.

Responsibilities

• Service/Manage a Designated Book of Business: Analyze client needs, answer questions regarding coverage and billing, advise clients on leveraging products/services based on their unique needs, and obtain necessary information and documentation from new and existing clients.
• Provide Technical Support and Collaboration: Work closely with producers to assist clients and achieve the agency’s strategic business goals.
• Maintain Relationships with Carrier Underwriters: Obtain quotes, endorsements, and other necessary documentation.
• Produce Relevant Documentation: Create binders, certificates, policies, endorsements, ID cards, and other related items.
• Prepare Proposals: Develop renewal and new business proposals.
• Assist with Claims: Help clients submit first reports of claims and follow up on claim status, keeping clients informed throughout the process.

Requirements

• Proficiency in MS Office: Expertise in Word, Excel, Outlook, and PowerPoint.
• Adaptability: Ability to learn and utilize other software programs as needed.
• Customer Service Excellence: Strong people skills with a passion for providing exceptional service.
• Communication Skills: Professional verbal and written communication abilities.
• Decision Making and Analytical Thinking: Independent decision-making skills and strong analytical thinking.
• Time Management: Excellent time-management and prioritization skills, with a high level of accuracy and attention to detail.
• Follow-Up: Task-oriented follow-up skills.
• Current P&C Insurance License: Specializing in Commercial Accounts.
• Experience: Over 2 years of proven experience in P&C insurance sales and service.
• Product Knowledge: In-depth understanding of commercial insurance products and markets.
• Technical Expertise: Comprehensive technical knowledge of various insurance forms and risk alternatives.
• Procedural Knowledge: Familiarity with insurance rating and underwriting procedures.

Benefits

• Medical, Dental, Vision, Life, and Disability Insurance
• Employee Assistance Program (EAP)
• Flexible Spending Account (FSA)
• Voluntary Coverages
• Participation in our fully-funded retirement program