Commercial Lines Account Manager Responsibilities:
- Assist the producer in managing existing clients, both cultivating relationships with insureds but also taking on most of the daily service requirements.
- Manage the renewal process which includes gathering and analyzing claims and loss run information, preparing submissions, completing applications, obtaining quotes from underwriters and writing proposals.
- Promptly reply to insureds with coverage and billing questions; complete certificate requests; review client contracts.
- Develop relationships with agency's staff and work closely with other sales and service teams to maximize opportunities to cross selling, upselling and referrals.
Commercial Lines Account Manager Requirements:
- College degree is preferred; high school diploma is required. Commensurate experience, continuing education or a professional designation will be considered in lieu of a college degree.
- At least three (3) years of property and casualty insurance experience in a customer service role.
- Strong attention to detail; highly organized; proficiency with Microsoft Office (Excel and Word).
Please contact Scott Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
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