With over 25 years of experience in the insurance industry, our client is not only qualified but proven industry leaders for their exceptional Customer Service and expert professional advice.

 

They are hiring for a Commercial Lines Account Manager to join their team. 

Position Summary: 

 

Our client is hiring a Commercial Lines Account Manager. You will be responsible in servicing the insured with their insurance needs from the moment they call and inquire to securing coverage accurately and professionally.

 

 Responsible for managing a book of business Responsible for servicing all aspects of an account by taking inbound calls, advising clients on policy changes, requesting policy change, process all additional paperwork In collaboration with Producers; coordinate and discuss arising issues and create comprehensive plans for existing clients Responsible for the review and accuracy of policy documents prior to the delivery to the client Responsible for the preparation of proposals for prospect and stewardship reviews for existing clients Manage account documentation (i.e., routine inquiries, quotes, binders, statement of values, insurance contracts, endorsements, cancellations, etc.) Review client's current coverage and exposures, loss experience and analyze risk to determine the product/service requirements Maintains up-to-date TAM workflow documentation and ensures workflows are followed Ensure accurate and timely servicing and billing of accounts Participate in cross-sell campaigns and other initiatives as required Actively develop an increased knowledge of related insurance products and client needs Discuss any concerns or outstanding info with underwriters Provide back-up support to other Account Managers when required Preparing comparison quotation on renewals where necessary, and in a timely manner Issue pink slip when needed in addition to completing miscellaneous duties as assigned Develop and maintain relationships with company underwriters Participate in training and professional development courses to enhance skills and industry knowledge Maintain positive working relationships with clients, staff, and other departments Achieve performance metrics as set out by the Commercial Lines Manager Scan and attach documents to Agency Manager

Qualifications:

 An active and in good standing RIBO license is required Minimum 3-5 years of commercial insurance experience Has or currently working towards C.I.P. and/or C.A.I.B. Strong written, oral communication and presentation skills High attention to detail with strong organizational skills A self-starter wanting to grow with the organization Proficient skills in Outlook, Excel, Word and The Agency Manager (TAM)

 

 

Interested? Let's chat!