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Commercial Lines Acco unt Manager (P&C Insurance)

Creative Planning

Job-ID: 2026-08-PC-Commercial-Lines-Account-ManagerLocation: Overland Park, KSSource: Commercial Lines Account Manager (P&C Insurance)Location: Overland Park, KSJob Description:JOB SUMMARYTheCommercial Lines Account Manageris responsible for managing the day-to-dayprocesses of customer accounts in order to maintain a long-term relationship and maximizesales opportunities with thosquotes from the incumbent carrier topresent to the insured or Producer.We do not accept resume submissions from third-party recruiters orstaffing agencies.Please contact our recruiting team directly.JOB DUTIES:Receives phone calls from clients and carriers regarding insurance coverage, claims, oradministrative problems. Complies with request and/or refers to the Producer peragencys procedures. Documents systemaccording to agencys procedures.Updates applications and renewal information as needed to reflect changes duringthe policy year.Requests endorsements from carriersthrough AMS to document changes tocoverages and/or exposures throughout the policy term.Resolves discrepancies in endorsementsor policies received from the company.t carrier and, if instructed to do so bythe Producer, to alternative markets for renewal quotes and follows up to ensuretimely receipt of quotations.Reviews quotes to verify coverages are as requested and match applicationscommunicates final quote results to Producer.Prepares summaries of insurance, schedules and proposals for Producers/Customersas needed.Communicates bind requests per Producercoverage with carriers and issues binders.Issues Auto IDs for new business policies,renewals and all auto changes throughoutthe policy year.Creates master certificates reflecting current coverages for issuance at for newbusiness policies, renewals and as needed throughout the policy year based onchanges to coverages.Invoices agency-billed policies, endorsements and audits and executes premiumfinance agreements as needed.Assists insureds with audit disputes as needed by reviewing audit worksheets andproviding guidance as to how to resolve the dispute.Assists clients in submitting first reports ofclaims, facilitates prompt response fromcarrier staff and follows upon claims status according to agency procedures.Works with Accounting to resolve accounting discrepancies on agency billed policies,collects outstanding premiums on past due invoices, requests cancellations fromcarrier according to agencys procedures.Processes cancellations as requested,determines reasons for request forcancellations, acts to save accounts, follows up on cancellations to ensure accurate,timely resolution, minimizes agencys exposure to unpaid premiums.Completes other tasks as requested by Producers as needed such as premiumbreakdown summaries, claims narratives,Mod Master analysis, production ofreference materials from Broker Briefcase, etc.REQUIRED EXPERIENCE/QUALIFICATIONS:Ability to communicate orally and in writing with others to explain complex issues,ability to receive and interpret complex information, and respond appropriately.Good listening skills and attention to detail are critical.A strong desire to help others with complex insurance problems.An ongoing effort to obtain professional designations such as CISR, CIC.Ability to manage multiple tasks concurrentlyand prioritize workload appropriately.Ability to make decisions independently.Strong relationship-building skills with Producers, companies, customers and co-workersAble to be a team player and adapt to a fast-moving, changing work environment witha positive attitudeMicrosoft Office specifically Excel, WordAbility to navigate on the InternetPREFERRED EXPERIENCE/QUALIFICATIONS:College education with a minimum of 1 year commercial insurance experience or aminimum of 3 years insurance experience.Property and Casualty Insurance Agents License in Kansas or Missouri.Knowledge of commercial insurance products and usages.Knowledge of insurance rating and underwriting procedures.Knowledge of AMS360

Vacancy posted 5 days ago
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