Commercial Lines Account Manager I - Insurance Services

Job Description

Job Description

Commercial Lines Account Manager I – Insurance Services

Join our dynamic team as an Account Manager I, where you’ll play a key role in supporting client relationships, processing insurance documentation, and ensuring exceptional service delivery. This position offers a blend of tactical execution and strategic support in a collaborative environment.

Qualifications & Skills

• Minimum 2 years of experience in the insurance industry or a related field.
• Active Arkansas Insurance Producer License required.
• Strong verbal, written, and organizational skills.
• High attention to detail and accuracy.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Applied Epic preferred.
• Ability to work independently under moderate supervision.
• Comfortable handling varied and moderately complex tasks.
• Role is 75% tactical, 25% strategic.
• Non-exempt position.

Key Responsibilities

Client Support & Communication

• Assist clients with inquiries, policy changes, and claims processing.
• Maintain high levels of client satisfaction and retention (target: 90%+).
• Communicate effectively via phone, email, and in-person meetings.

Policy & Documentation Management

• Prepare and review insurance documents (applications, quotes, policies, endorsements).
• Set up and maintain client accounts, including Auto ID cards, Evidence of Property, and Certificates of Insurance.
• Ensure accurate data entry in the agency management system.

Sales & Account Development

• Support account rounding by identifying cross-sell opportunities and referring leads to Account Executives or Producers.
• Track policy expiration dates and assist with renewals.

Administrative & Compliance

• Coordinate with carriers on claims, renewals, and policy changes.
• Ensure compliance with agency procedures to prevent errors and omissions.
• Participate in ongoing training and development through SIG U.
• Perform additional duties as assigned by the department supervisor.