Job Description

We have Small Biz, Middle Market and Large Biz Accounts.

Primary Function: The Commercial Lines Account Manager is responsible for the delivery of exceptional service to our commercial property and casualty clients. With the Producer, this position manages the client’s exposure to risk and coordinates services for the development, retention, and rounding of accounts. Reports to the Commercial Lines Department Manager.

Primary Responsibilities:

• Functions independently to inform and educate, answer questions, resolve issues, and makes decisions regarding the need for the implementation of coverage and modifications to clients' coverages.

• Provides exceptional customer service for assigned accounts, including correspondence, communication, and meetings with customers, producers, and insurance carriers.

• Independently, or in partnership with producer(s) and marketing, manages new/renewal business strategy, including the coordination of roles and the obtaining of information.

• Markets new and renewal business to appropriate carriers as needed or requested, including preparing complete marketing submissions to the marketing department.

• Maintains accurate and up-to-date data in the agency management system according to agency workflows.

• Prepares summaries of insurance, schedules, and proposals as needed for account review according to agency workflows.

• Verifies new and renewal policies for accuracy in rating, coverages, and other relevant information. Inputs transactions to generate billing invoices. Ensures that policies are delivered and/or mailed to the client in a timely manner.

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