Commercial Lines Account Manager
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Job Description
Our clients company is a leading provider of Commercial Personal and Group Benefits Insurance. They are currently seeking a Personal & Commercial Lines Account Manager to join their team.
In this role you will be responsible for servicing Standard Preferred and some High Net Worth business as well as Small Commercial accounts under $10000 in revenue.
Job Responsibilities
- Build and maintain relationships with internal client service teams and provide timely and proactive service.
- Demonstrate strong accurate and timely verbal and written communication to the team.
- Utilize the EPIC system to maintain client files attachments and process transactions.
- Process certificates and endorsements.
- Assist with preparing proposals.
- Correspond with clients and insurance companies to handle requests such as changes endorsements and renewal information.
- Report and monitor claims on selected accounts as needed.
- Reconcile client/company accounting records billing and invoicing endorsements as needed.
- Handle work under pressure with grace and professionalism.
Qualifications
- Must have independent broker experience (no captives carriers or direct writers).
- Understanding of insurance coverages policies forms and procedures is preferred.
- 10 years of prior experience with multiple lines of insurance is preferred.
- Must have an OR & WA Property & Casualty License.
- Proficiency with Microsoft software programs at an intermediate level (Word Excel PowerPoint Outlook).
- Preferred experience utilizing Agency Management System (currently EPIC).
Our client values teamwork dedication and the ability to deliver exceptional service to their clients. If you are a skilled Commercial Lines professional looking for a role that combines independence with team collaboration and if you enjoy the challenge of growing and retaining a book of business we encourage you to apply. Join a team that is committed to excellence and dedicated to meeting the diverse needs of its clients.
Remote Work :
No
Employment Type
Full Time
