• Commercial Lines Account Manager

    Job ID
    # of Openings
    Customer Service/Support
  • Overview

    Job Title: Commercial Lines Account Manager

    Department: Commercial Lines

    Reports To: Operations Leader or Account Executive

    FLSA Status: Non-Exempt

    Job Code: Account Manager



    Working under the supervision of the Team Leader/Department Manager and with Account Executives (AE’s) this position will provide the highest level of customer service to assigned clients following DRA/Department Standard Operating Procedures for servicing, timelines and file documentation.  This position will actively support the needs of assigned clients, AE’s (if appropriate) and the agency’s renewal retention, new business and customer service objectives.


    Essential Duties

    1. Service, retain and develop assigned accounts supporting and contributing to agency renewal retention, new business and service objectives.
    2. Responsible for accurate and timely handling of all account transactions including, but not limited to, applications, new and renewal coverages, proposals, binders, confirmations, summaries, premium financing, billings and payments, audits, policies, policy changes/endorsements, contract insurance reviews and insurance certificates, ID cards, and other correspondence and follow-up as may be needed on assigned accounts.
    3. Maintain each client’s policy and correspondence files and policy/client detail in the agency management system, also using the agency management system for all processing, follow-up and confirmation of transactions.
    4. Effectively and clearly responds to and documents all external and internal client and carrier phone, email/mail inquiries and requests on a timely basis.
    5. Will keep Team Leader/Manager aware of their workload status and desk condition to assure that client and team/department service standards are being met.
    6. Recognizes and as appropriate, consults with the Team Leader/Manager or AE about changes in client’s operation or financial condition which might affect the client’s insurance program, making adjustments to coverages as needed or required – including cross-selling and referral to Benefits and/or Commercial Lines.
    7. In accordance with Department timelines and procedures and in coordination with the AE, collects new and renewal applications or information sufficient to complete applications including required supplemental information for assigned accounts. Prior to submitting to carriers, reviews for completeness and accuracy working closely with clients and AE’s as appropriate.
    8. As requested by AE’s and following each insurer’s underwriting guidelines, submit new and renewal applications and any required supplemental information to carriers/MGA’s, working and communicating professionally with underwriters to negotiate and obtain quotes with terms and conditions as favorable as possible for our clients. This may include inputting information into carrier’s rating/underwriting programs where required.
    9. Working closely with AE’s, works through the quote-bind-issue process, preparing quotations, coverage comparisons/summaries, proposals and recommendations needed to insure client’s understanding of coverages.
    10. Responsible for policy accuracy and timely delivery to assigned clients.
    11. Will perform other duties and tasks as may be requested.


    Supervisory Responsibilities                                    

    There are no supervisory responsibilities for this position.standards are being met.


    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    Education and/or Experience

    Two to four years of progressive account management or equivalent insurance experience performing the same or similar duties to those required. College degree, insurance course work or insurance designation(s) are desirable.


    Certificates, Licenses, Registrations

    All applicable insurance licenses.


    Other Skills and Abilities                                          

    Full knowledge of insurance markets. Strong computer skills including experience with Sagitta or similar agency management system and Microsoft Word. Excel and PowerPoint are desirable.


    Other Qualifications                                                

    Completion of company training program for Account Managers.


    Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


    While performing the duties of this job, the employee is frequently required to sit; use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to stand; walk and reach with hands and arms. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, depth perception and ability to adjust focus.


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