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.
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.
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.