Job Description
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
A Commercial Lines Account Manager is a professional responsible for managing and servicing insurance accounts for businesses. Their primary role involves maintaining relationships with clients, ensuring their insurance needs are met, and handling any issues or changes in their policies. This position requires a deep understanding of various insurance products and the ability to tailor solutions to meet the specific needs of commercial clients.
How You Will Contribute
- Review renewal list of policies expiring in the prescribed time frames to determine appropriate actions.
- Mail binders and ID cards to insureds.
- Mail, fax or email application to company and suspend for receipt of policy.
- Handle client telephone and mail requests for information, endorsements, cancellations, and other services as required.
- Document all conversations with insured and/or other interested parties.
- Have knowledge and abide by the underwriting guidelines and binding authority guidelines of each company.
- Send Insurance Coverage Review form or Small Business Questionnaire to be insured with letter as required and attach in Image Right
- Inform company and client of errors in policies or endorsements.
- Maintain knowledge of current legal and social conditions that may impact adequacy of policy coverage and limits.
- Ensure that actions protect the agency from claims of liability for errors or omissions and that all tasks are professionally performed.
Skills & Experience to Be Successful
- P&C license
- 2+ years of experience in the insurance industry.
Teammate Benefits & Total Well-Being
We go beyond standard benefits, focusing on the total well-being of our teammates, including:
- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services;
- Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.
Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.
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We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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