Commercial Lines Account Manager - Hybrid Schedule

General Job Summary

The Commercial Lines Account Manager is responsible for making changes to customer accounts within carrier guidelines. Remarket current commercial lines business when necessary. Round current accounts with additional products and be responsible for the Commercial Renewal process. Solicit, refer, and evaluate new insurance clients. Obtain and process information/documentation from carriers. Service existing accounts including but not limited to payments, changes, audits, and claims.

Summary of Essential Job Functions

• Evaluate customer inquiries to make an informed decision.
• Follow up with underwriter and customer through renewal process.
• Log all activities in agency management system.
• Maintain records, reports, and files as applicable.
• Answer customer inquiries regarding coverage, changes, claims, payments, audits, etc.
• Round commercial accounts when servicing the client.
• Remarketing Commercial customers when requested by customer or Producer.
• • Run expiration reports each month following Commercial Renewal Procedure.
• Handle overflow of new business when needed.
• Assist Producer(s) when needed.

Other Job Functions

• Maintain required disclosure postings and licensing (continuing education, etc.)
• Attend all required meetings/trainings.
• Answer telephones as needed.
• All other duties as assigned by management.

Working Environment

Primary working environment is within an indoor climate-controlled office space and/or a private home office or some combination which will be at managements sole discretion. Employee may be subject to florescent lighting, dust, and other normal indoor allergens. Employee may work in close proximity of coworkers and occasionally independently in quiet environments.