Commercial Lines Account Manager

📋 Description

• Develop, strengthen, and enhance relationships with clients across all levels of the organization.

• Oversee and retain the current portfolio of business.

• Consistently meet all audit and performance benchmarks set by management.

• Proactively follow up to address client needs and resolve any challenges or concerns.

• Administer and update the agency management system with all necessary information and documents regularly, including all IO requirements.

• Handle daily correspondence and tasks, including faxes and emails, for assigned accounts.

• Respond to and process all telephone inquiries for assigned accounts.

• Prepare billing statements and/or invoices promptly.

• Collaborate with the Producer to manage the ICR process.

⛳️ Requirements

• High school diploma is required.

• An Associate or Bachelor’s degree is preferred.

• A minimum of 2 years of experience in a Commercial Lines department at an agency or company level is preferred.

• Strong technical proficiency in the targeted industry.

• Proficient in Microsoft Office Suite.

• Skilled in the use of office equipment (including, but not limited to, copiers, printers, faxes, binding machines, etc.).

• Excellent telephone etiquette.

• Ability to uphold a high degree of confidentiality.

🏝️ Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance.

• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement.

• Mental Health & Wellness: Complimentary Mental Health Services & Enhanced Advocacy Services.

• Additional Perks: Paid Time Off, Holidays, Preferred Partner Discounts, and more.