Commercial Lines Service Center Account Manager

This is a fully remote position, open to applicants in Arizona, +3 more states.

📋 Description

• Responsibilities related to acquiring new business, including applications, quotes, direct quotes, cross-selling, account rounding, upselling, and bookrolls.

• Account Management tasks that encompass renewal underwriting, endorsement processing, certificates of insurance, and necessary account support.

• Act as the primary liaison with agents at the Service Center, managing daily servicing, renewals, and new business activities.

• Oversee account management directly with customers and agents, which includes New Business quoting, direct quoting, and Renewal Underwriting.

• Address inquiries regarding product availability, discounts, billing and payment options, policy status, complaints, and other questions from customers and agents in a timely manner.

• Provide exceptional customer service by responding to inquiries, concerns, emails, and faxes within 24 hours, and returning phone calls on the same day.

• Efficiently manage incoming calls and/or emails from existing customers and agents, and may perform outbound calls and follow-up work as required.

• Supply accurate policy information to policyholders and agents concerning commercial lines insurance products.

• Build and sustain relationships with agents, customers, and team members.

• Keep current with service techniques, underwriting guidelines, and product offerings.

• Conduct research on underwriting information and request the necessary underwriting support documentation for each account.

⛳️ Requirements

• A Bachelor's Degree OR an Associate’s Degree coupled with two (2) or more years of experience in customer service, agency, and/or underwriting at a company or agency level.

• A High School Diploma accompanied by four (4) years of experience in customer service, agency, and/or underwriting at a company or agency level.

• A Property and Casualty Agent’s License is highly preferred.

• A minimum of two (2) to four (4) years of experience in customer service, agency, and/or underwriting at a company or agency level.

• Experience in the commercial lines sector of insurance is preferred.

• Basic understanding of property/casualty insurance products, processing systems/procedures, best practices, state regulations, and customer service practices.

• Evidence of self-development through the attainment of professional insurance designations such as CIC, CISR, CLCS, etc.

🏝️ Benefits

• Medical, Dental, and Vision Coverage: Available for you and your dependents, starting the first of the month after your start date.

• 401(k) plan with a 100% match on the first 3% and a 50% match on the next 6%.

• Paid Time Off: Including paid vacation, sick days, holidays, and bereavement days.

• Career Development opportunities, including discounts for college partnerships and reimbursements for industry designations.

• Additional benefits encompass company-paid basic life insurance, short & long-term disability insurance, an employee stock purchase plan, and an employee assistance program (EAP).