Commercial Lines Account Manager Job Description Template
Our company is looking for a Commercial Lines Account Manager to join our team.
Responsibilities:
- Working with primarily commercial lines;
- Responsible for the marketing/quoting process for both new business and account renewals;
- Accurately input policy updates and account information;
- Identify, compile and manage information regarding account renewals;
- market to carriers;
- check policies/endorsements/audits for accuracy;
- prepare quotes and proposals;
- coordinate premium financing and the collection of premiums, as needed;
- maintain renewal controls on expirations and binders;
- issue certificates, as needed;
- Coordinate transfer of data (spread sheeting) to external vendors, plan providers, auditors, and consultants;
- assist with managing the entire account-service process;
- Maintain knowledge of and analysis insurance regulations, trends, and prevailing practices among similar organizations;
- Planning and directing quoting process, implementation and administration of various accounts over several industries;
- assist with client presentations.
Requirements:
- Manages, organizes, and conducts client meetings when necessary;
- Attends industry related continuing education training and courses;
- Prepares reports for management as required;
- Experience with various carriers and working directly with their underwriters;
- Comprehensive knowledge of property and casualty insurance, underwriting concepts and administration;
- Applied (TAM or EPIC) or AMS360 software experience. AMS 360 is preferred;
- Bachelor’s degree;
- Property/Casualty license or ability to attain preferred;
- Thorough knowledge of commercial lines coverages and markets;
- Current Florida 220 or 440 license;
- Experience with Microsoft Office products;
- Create and maintain strong business relationships with clients;
- Active Ca P&C license;
- Analyze complex insurance situations and communicate options in a clear and concise manner;
- Work effectively within organization to resolve problems in a timely manner.