Commercial Lines Account Manager

Commercial Lines Account Manager

Salary Range $50,000.00 - $80,000.00 Salary/year Level Experienced Position Type Full Time Category Commercial Lines Account Manager

Description

Not your traditional insurance companyand that's exactly how we like it. At The Liberty Company, we're redefining what it means to build a career in insurance. Our award-winning culture, recognized year after yearcelebrates entrepreneurship, collaboration, and a genuine commitment to employee wellness. Here, we don't just talk about culture; we live it.

We believe your work should bring you your JOBthe Joy of Being. That means feeling valued, supported, and inspired while doing meaningful work alongside people who care. As we continue to grow, we're looking for individuals who want to contribute ideas, innovate with purpose, and thrive in an environment where positivity and growth go hand in hand.

We support our people with competitive total compensation, comprehensive benefits, generous paid time off and holidays, continued education opportunities, and company-sponsored programs focused on wellness, stress management, and community involvementbecause your career and your well-being both matter here.

We are looking for our next dynamic Commercial Lines Account Manager to join our growing team! This is a remote opportunity for someone located in the Eastern Time Zone. At Liberty, we put our company culture first, so finding the right personality fit for our team is our first priority. If the below job sounds like a match, we would love to get to know you!

Position Summary :

Provide prompt, accurate and courteous service to clients, producers and company personnel in a professional and positive manner. Handle all tasks associated with obtaining, maintaining, expanding and servicing existing accounts in accordance with all agency procedures and carrier guidelines. Support company growth by working with producers, management, and other personnel on special projects or duties as directed.

Major Responsibilities:

• Primarily responsible for mid-size to large commercial lines accounts.
• Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients.
• Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals.
• Prepare all change requests and review audits and policies for accuracy.
• Setup and prepare new account files in Epic per agency procedures.
• Invoice all agency bill transactions within 48 hours and collect premiums accordingly.
• Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe.
• Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
• Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures.
• Respond to all carrier memos and process any necessary updates.
• Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders.
• Review policies and related documents for accuracy and deliver policies to insureds as needed.
• Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed.
• Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate.
• Keep producers fully informed of all important activities on their accounts.
• Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner.

Performance Expectations:

• Service Company and clients in a manner to avoid potential exposure to E&O claims.
• Alert management of incidents that may require management assistance or approval.
• Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours.
• Process client requests (e.g. ID cards, certs, binders) within 24 hours of request.
• Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in Epic.
• Utilize Epic suspense system to follow up on outstanding items in a timely manner to avoid overdue situations.
• Prioritize workload and request assistance as necessary to reduce backlog.
• Participate with management and other departments/personnel on special projects and other duties as needed.
• Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars.
• Participate in seminars and classes for skill and knowledge development.

Qualifications

Minimum Qualifications/Requirements:

• Education requirement: High school diploma or equivalent is required, college degree preferred.
• Located in the Eastern Time Zone
• Professional designation is a plus.
• Knowledge of Applied EPIC system or similar agency management system.
• Good listening skills, attention to detail, and a positive attitude are essential.
• Knowledge of commercial insurance and products.
• Knowledge of construction in New York and New Jersey a huge plus.

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, 1033 and 1034 to qualify for that role.