Commercial Lines Account Manager - Insurance

Commercial Lines Account Manager – Insurance

Active Property and Casualty License Required
3+ years commercial experience required
2-3+ years of account management experience required
Demonstrated strong decision-making ability
Excellent communication skills, both verbal and written
Strong work ethic and self-starter, able to effectively manage multiple tasks and adapt to change within a fast-paced business environment
Flexibility with daily tasks
Fast and accurate typing skills
Strong follow-up skills
Goal oriented
Ability to learn and navigate new software quickly
Strong ability to organize and prioritize
Excellent listening skills and the ability to ask probing questions, understand concern, and overcome objections
Must possess a professional and friendly attitude and be able to quickly develop a rapport with clients/brokers and team members over the phone

Receive inbound calls including transferred calls from current clients/brokers
Place outbound follow-up calls for various reasons or documents
Answer questions about the product details, the company, and issues with account for the clients/brokers
Assist clients/brokers with any technical issues experienced with website and escalate any issues to management appropriately
Perform account maintenance activities
Meet Quality Assurance Requirements and other key performance metrics
Handle accounts/questions/calls when the producer is out
Communication and documentation is extremely important
Process all endorsements, diary information, follow up if necessary, answer questions/concerns
Process renewals
Assist the producer on any items requested
Upon notification from Accounting that an account is past due, contact the insured via email for payment
Upon renewal, shop markets if necessary for price & coverage. Communicate with the producer prior to shopping
Perform other job duties as they may be assigned including but not limited to the above tasks.