Commercial Lines Account Manager – Small Business

This is a fully remote position, open to applicants in Illinois.

📋 Description

• Oversee daily Client Service tasks for a designated portfolio of clients.

• Contribute to renewal strategies, which involve market discussions, claims assessments, and data collection.

• Manage a renewal portfolio, including preparing submissions and facilitating placements through proposals and binding processes.

• Create documentation for data collection, loss reports, submissions, and proposals.

• Retrieve loss runs or policy documents from insurance carrier websites.

• Address daily inquiries or changes from clients.

• Maintain the system of record with notes from conversations, communications, and policy documents.

• Conduct monthly, quarterly, or annual audits and generate monthly reports.

• Oversee simple contract reviews.

• Manage claims, including reporting and providing support for significant ongoing claims.

• Establish policies in the system of record for billing purposes.

• Request invoices for agency-billed policies.

• Address accounting information inquiries.

• Coordinate RSC with partner carriers and intermediaries for renewal processes.

• Execute the “Fewer & Stronger” market consolidation strategy.

• Participate in corporate initiatives and foster a culture of accountability and collaboration.

⛳️ Requirements

• Minimum of 2 years of experience in a Property & Casualty brokerage setting.

• Strong understanding of the Property & Casualty sector.

• Capability to adhere to processes and procedural guidelines.

• Proficient analytical and problem-solving skills.

• Ability to maintain composure and professionalism under pressure when resolving issues.

• Effective communication, interpersonal, and negotiation skills.

• Capacity to work productively in team settings.

• Possess, or be willing to obtain, necessary Insurance licenses as mandated by the Company.

🏝️ Benefits

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

• Financial Benefits: Employee Stock Purchase Plan (ESPP), 401k, Student Loan Assistance, Tuition Reimbursement.

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

• Paid Time Off.

• Holidays.

• Discounts from Preferred Partners.