Commercial Lines Account Manager

About the Role

Key Responsibilities

• Service assigned customer accounts including obtaining rates from carriers and providing quotes and illustrations for new and renewal risks.
• Prepare spreadsheets used for new customer quotes and renewal meetings.
• Review policy and endorsements for accuracy; report errors to insurance company for correction.
• Answer customer and carrier phone calls fielding/answering questions.
• Interface with others to obtain and deliver information, quotations, policy changes, etc.
• Input and update customer and policy information in account management system.
• Obtain customer information and prepare data for policy quote illustration.
• Prepare presentations for Account Executive meetings.
• Prepare all correspondence and proposals.
• Handle confidential and non-routine information.
• Work independently and within a team on special and ongoing projects.
• Assist in cross-selling accounts.
• Keep Account Executives fully informed of all important activities on their accounts including being sensitive to potential problems.
• Present quotes to clients.

Requirements

• College Degree or the recognized equivalent in education and experience, preferred.
• P&C insurance license, required.
• Minimum 5 years relevant Commercial Lines experience, required.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook).
• Ability to perform each essential duty satisfactorily.

Nice to Have

• Professional designation - CIC, AAI, ARM, CPCU, preferred.
• EPIC or similar agency management software experience, preferred.

Qualifications

• College Degree or the recognized equivalent in education and experience
• P&C insurance license

Benefits & Perks

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs
• Offering hybrid work option
• Opportunities for Growth
• Parental Leave
• Generous time away