Commercial Lines Account Manager

Job Description

Job Description

Harrison Gray has partnered with one of Michigan’s oldest independent insurance agencies that is looking for a Commercial Lines Account Manager to join their growing team in Bay City, MI. 

Our Client:

Our client is dedicated to the communities they serve. They understand the challenges and concerns Great Lakes Bay Region homeowners and businesses face. They take pride in the fact that their clients are friends and neighbors and go the extra mile and beyond. Our client works with a diverse roster of top-rated insurance companies that must meet their high standards for service and performance.

Position:

This position is responsible for making a positive and professional impression on people who call and/or visit the agency. Account Managers provide comprehensive service to Commercial Lines clients by obtaining, maintaining, expanding, and servicing accounts.

Duties and Responsibilities:

• Support Producers' Sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures.
• Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from the client and/or Producer.
• Maintain agency management system client files and ensure proper documentation by processing all policies, endorsement changes, invoices, binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines.
• Maintain control of renewal expiration lists, binders, audits, and aged receivables in accordance with agency guidelines.
• Respond to client calls, inquiries, e-mails, mail, and company requests in accordance with agency guidelines.
• Process claim acknowledgements; update activity and claim detail in our Agency Management System, attach acknowledgement, and follow up with insured.
• Review all items to be processed, to ensure items were received ordered.
• Prepare billing following the agency's credit and collection policies.
• Process daily mail.
• Participate in courses for insurance skills and CE credits.
• Maintain current knowledge of the underwriting requirements of carriers.
• Keep current with industry trends by reading appropriate journals and company bulletins.
• Participate in any special projects at management's request.

Schedule:

• M-F 8 am-5 pm

Benefits:

• Blue Cross Blue Shield Health Insurance
• Disability Insurance
• Life Insurance
• VSP Eye Insurance
• 401(k) with Matching & Profit Sharing
• PTO & Paid Holidays