Commercial Lines Account Manager- Entry Level

Entry Level

0-2 Years of Experiences in Sales, Insurance, Customer Service, Bank Teller, Insurance Agent. Jobs need to be filled

We are seeking a motivated and dynamic Insurance Agent to join our team. Independently develop, engage, and grow client relationships through prompt, professional service, and efficient processing of new and renewal quoting, applications, claims, change requests, and client inquiries on new and assigned commercial lines accounts. Holistically manage accounts, and stay up to date on industry changes, new product information, legislation, coverage, and technology solutions

Duties

· Review existing account and identify exposure to loss, recommending appropriate coverage in coordination with Producer.

· Provide technical support to Producer: specifically in analyzing client needs, coverage forms and quotations.

· Complete applications in coordination with Producer; submit applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies

· Order and issue binders, certificates, policies, endorsements, and other related items; verify their accuracy; forward to client with appropriate correspondence.

· Verify policy and policy change information, facilitating corrections when necessary.

· Prepare summaries of insurance, schedules and proposals as needed.

· Review and process renewals in coordination with Account Manager or Producer.

· Attend team renewal meetings.

· Review audits of policies; verify accuracy and facilitate corrections, if needed, between client and carrier.

· Determine if direct or agency billing is appropriate and invoice accordingly. Use agency credit and collection policy in pursuing prompt payments.

· Work in conjunction with Account Manager or Producer to determine reasons for customer request for cancellation and act to save account.

· Process cancellations requests to carriers and maintain follow-up to assure timeliness of request.

· Assist Claims Coordinator in providing advice to clients in submitting first reports of claims, facilitating prompt response from carrier staff and following up on claim status.

· Actively solicit and process additional lines of coverage for all accounts.

· Inform clients of all coverage lines offered by our client (life, personal, employee benefits, etc.)

· Accompany Producers on prospect and client meetings as requested.

· Continuously work to gain and expand knowledge and understanding of commercial lines insurance products and their respective uses, commercial lines insurance markets, insurance rating processes, underwriting procedures, industry and carrier changes, legislation, coverage, and technology solutions.

·Regularly share knowledge and skills with coworkers.

· Other duties and projects as assigned by agency management or the Team Leader

Experience

Proven experience in retail sales or outside sales is preferred, with a strong background in insurance sales being a significant advantage.
Demonstrated ability to communicate effectively with clients and colleagues, fostering a positive working environment.
Strong analytical skills to assess client needs and market conditions effectively.
Client Service, Clerical, Computers and Electronics and Time Management
A proactive approach to negotiating deals and closing sales while maintaining high levels of customer service.
This position reports to the Team Leader and works as a part of the Commercial Lines Department which consists of Client Service Agents and Account Managers. Department personnel work closely with agency Producers and other employees in order to effectively assist clients and support agency initiatives. This department is a high pressured, fast-paced environment with significant disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks

Requirements:

Progressive property & casualty insurance experience as defined by the tier descriptions in the Work Environment and Department Structure section of this document.

Client service experience preferred.

2-year of completed college coursework or industry specific designation preferred.

Property & Casualty Insurance License in good standing or obtained within 60 days of employment.

Valid driver’s license.

Entry Level

0-2 Years of Experiences in Sales, Insurance, Customer Service, Bank Teller, Insurance Agent