Commercial Insurance Account Manager

Position Summary: The Commercial Lines Account Managerprovides prompt, accurate and courteous service to our clients, producers and company personnel, while offering a high level of support in obtaining, maintaining, expanding and servicing our commercial accounts.

Supervisory Responsibilities: None

Essential Tasks:

• Prepare endorsement requests to send to insurance carriers
• Follow-up on receipt of endorsements to existing policies
• Processing endorsements, including invoicing and delivery to client
• Processing of audits, including verification of rates, exposures, and prior premiums
• Create applications as required
• Handling/processing of cancellations and billing issues
• Review MSAs for the insurance coverage
• Review policy discrepancies
• Communication with staff and clients as needed to gather needed information for changes to policies
• Knowledge of and adherence to, agency procedures
• Provide technical support to Marketing Executives and Producers as needed
• Establish and maintain relationships with both internal and external clients

Specific Knowledge, Skills and Abilities:

• Ability and desire to work with people
• Above average mathematical skills
• Strong organization and time management skills, with attention to detail
• Computer skills including agency management system and Windows Office products
• Team player with a collaborative attitude
• Respectful work style towards both internal and external stakeholders
• Highly motivated, self-starter who works independently to accomplish established agency goals
• Exceptional verbal and written communication skills
• Accountable for actions and delivers on commitments
• Commitment to continuous learning

Experience and Education:

• 5 years of Commercial Property & Casualty Insurance experience required

Licensing and Credentials:

• Active General Lines or Property & Casualty License required
• CISR designation or equivalent stronglypreferred

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied TAM experience is stronglypreferred
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Location:

• Lafayette, LA
• Hybrid opportunities for qualified candidates

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Perks & Benefits:

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity – the potential for growth within the company