Commercial Lines Account Manager Responsibilities
Support all the client management initiatives within the agency and assist the other team members with a variety of marketing, policy maintenance and fact finding items all related to helping address client requests in a timely manner.
Help prepare renewals including information gathering, updating applications and loss information, preparing submissions and obtaining online quotes. Also work with underwriters and brokers to collect additional information needed to secure proposals. Transition the account as a new client by issuing binders, certificates and invoicing. Enter all appropriate information into the agency' smanagement system using AMS360 and ImageRight.
Commercial Lines Account Manager Requirements
State insurance license is required.
At least three (3) years of commercial insurance experience performing policy management and client management duties. Highly desired candidates have worked for an independent insurance agency.
Very organized and professional. Can manage a large case of open projects at once.
Proficiency in Microsoft Word, Excel and Outlook.
Strong orientation to customer service duties with a desire to grow in your account management career with continued involvement in direct client interaction and handle consulting on coverage and managing the renewal process.
Please contact Scott Thompson for immediate confidential consideration and additional details.
Phone: 515-216-5455
See our website at www.csgrecruiting.com/jobs for a complete listing of nationwide opportunities.
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