Commercial Lines Account Manager
Jobtailor
Make changes to customer accounts within carrier guidelines Remarket current commercial lines business when necessary Round current accounts with additional products Manage the Commercial Renewal process Solicit, refer, and evaluate new insurance clients Obtain and process information and documentation from carriers Service existing accounts, including payments, changes, audits, and claims Evaluate customer inquiries and make informed decisions Follow up with underwriters and customers through the renewal process Log activities in the agency management system Maintain records, reports, and files Answer customer inquiries regarding coverage, changes, claims, payments, and audits Run monthly expiration reports according to Commercial Renewal Procedure Handle overflow of new business when needed Assist producers when needed Maintain required disclosure postings and licensing Attend required meetings and training Answer telephones and perform other duties assigned by management Requirements High school diploma or equivalent required 3 years of previous commercial lines insurance servicing and quoting experience highly preferred Current Property & Casualty Insurance License in required lines, or ability to obtain the license within 90 days of accepting the position Complete all assigned training in a timely manner Professional oral and written communication skills Excellent organizational, time management, and analytical skills Effective communication and negotiation skills Strong problem-solving ability Strong computer skills, including Excel and Word Ability to maintain confidentiality of customers’ personal information Ability to work with minimal supervision Ability to lift up to 20 pounds Ability to travel on a flexible schedule as needed Core Competencies Demonstrates expertise in commercial lines insurance servicing, including account management, client evaluation, and renewal processes. Proficient in maintaining compliance with carrier guidelines and managing customer inquiries effectively. Highest-signal resume keywords Commercial Lines Insurance Servicing Property & Casualty Insurance License Account Management Customer Communication Analytical Skills ATS Optimization Keywords Hard Skills Insurance Quoting Account Changes Renewal Process Management Documentation Processing Claims Handling Excel Word Soft Skills Professional Communication Organizational Skills Time Management Problem-Solving Negotiation Skills Certifications & Qualifications Property & Casualty Insurance License Industry Keywords Commercial Renewal Procedure Customer Accounts Insurance Clients Confidentiality Training Tools & Technologies Agency Management System #J-18808-Ljbffr Jobtailor
$136.5k - $253.5k
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$124.55k - $186.59k
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