Account Manager -Commercial Lines

Job Category: Clerical Office/Admin

Requisition Number: ACCOU005727

• Posted: September 8, 2023
• Closed: October 13, 2023
• Full-Time

Locations

West End, NC 27376, USA

Description

Primary Purpose: The Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner.

• Communicate with customers on all facets of their account service needs (i.e., policies, endorsements, audits, proofs of coverage, cancellations)
• Process new/renewal summaries and proposals
• New and renewal marketing to carriers
• Support all efforts of account retention and growth of existing book of business
• Assist with account rounding and offers of new coverage
• Handle claims in the absence of the agency claims coordinator or in response to a catastrophic event
• Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Invoice all new business and renewal policies
• Check new business and renewal policies against applications and binders
• Keep client and policy information in the agency management system up to date according to procedures
• Contact insured as needed for collecting outstanding balances according to procedures
• Ensure that all endorsements, audits, cancellations, claims, finance agreements, certificates, and other customer requests are handled in an accurate and timely manner according to procedures
• Keep P&C license active and increase insurance knowledge by attending continuing education classes
• Attend in-office meetings as necessary
• Assist the service team and producer as needed
• Handle other duties as assigned
• Obey all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Minimum Required Skills and Competencies:

• Current P&C license
• Minimum of 3 years commercial lines account management experience
• Excellent oral and written communication skills
• Strong attention to detail
• Dependability and punctuality

Desired Skills and Competencies:

• Experience with Applied software