Insurance Commercial Lines Senior Account Manger

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The Position

Job Title

Insurance Commercial Lines Senior Account Manager

Job Description

The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and / or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieving operating / margin targets, and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

Major Duties and Responsibilities (Essential Functions) :

• Services Commercial Lines Book of Business, including :
• Builds and solidifies relationships with existing clients by providing ongoing customer care
• Endorsements
• Billing / payments (invoice transactions, record payments, prepare finance agreements)
• Assists Claims Coordinator (when needed)
• Creates new / renewal business submissions
• Loss runs (create letters, order loss runs / obtain / order experience modifiers)
• Gathers & helps complete supplemental applications & supporting documentation
• Issues certificates, evidence of insurance, auto id cards, and binders
• Processes and mails out policies
• Creates proposals for Producers
• Cancellation tracking and processing (pending and canceled)
• Audit tracking
• Issues and Processes Bonds
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Supports one or more Producers and is the first line of contact when the Producer is not available
• Remarkets accounts when necessary
• Account rounding for existing Commercial Lines business
• Rating and Comparisons
• Builds carrier relationships and keeps up with carrier updates and underwriting information
• Maintains complete and accurate client and policy data and documents within the operating systems

Employee Specifications :

Technical / Functional Competencies :

Note : This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

All Locations : Moore

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.

First United is an Equal Opportunity Employer.

To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.