Commercial Lines Account Manager

Job Description

About Us

Guy Hurley, LLC is a leading insurance agency based in Rochester Hills, Michigan, specializing in comprehensive insurance and bonding solutions for businesses and our personal lines clients. As insurance professionals, we are committed to helping people just like you find solutions for all your insurance needs. Once we understand your policy needs and goals, we'll work to develop a program tailored to you. Today’s environment can bring concerns, and even, dangers. That's why we work closely with our clients to anticipate these challenges and address them before they happen. Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have questions about which insurance policies are right for you, sound decisions are vital in helping you pursue your goals and protect your future. For many, understanding every aspect of the insurance space can be daunting.

We recognize that everyone encounters challenges along the way and strive to anticipate those situations as they occur. Our only goal is to keep you and your loved ones protected with the policies you need.

Commercial Lines Account Manager

Job Summary :

Under the direction of the Director of Property & Casualty Client Services, the Commercial Lines Account Manager performs a variety of essential tasks for the Property & Casualty Department to ensure clients receive prompt, accurate and professional service. Duties include processing insurance policies for certain coverage lines, maintaining files, preparing vehicle ID cards, completing and following up on applications for renewals, responding to requests for coverage alterations, information or endorsement, updating agency management system, managing files, and providing general office assistance including data input, copying, mail processing, phone duties, and completing special projects as assigned. The position also provides ongoing customer service regarding insurance coverage and information requests.

Principal Duties & Responsibilities :

• Manages a portfolio of commercial accounts as assigned by providing quotes to clients, confirming & binding coverage, coordinate policy changes, set up and maintain files. Responds to customer requests and inquiries ensuring resolution of all customer service contacts. Initiates communication with clients and / or underwriters in order to clarify or acquire necessary information to effectively service.
• Accurately maintains policy details, activity, and communication in Agency Management System in accordance with established agency procedures.
• Manages the accuracy of agency files by reviewing insurance policies for correct information in relation to the applications, carrier quotations, and proposals.
• Collaborates & communicates with Account Executive(s) on assigned accounts to ensure transparency and accountability.
• Analyzes construction contract documents for insurance-related requirements.
• Processes policy transactions : Endorsements, Audits, OCP, RRP & manage follow-up lists.
• Initiates renewal information gathering & document preparation.
• Oversees certificate processing of assigned accounts.
• Prepares, prints, and mails vehicle ID cards.
• Completes special project assignments and position related tasks as assigned by Account Executive or Director.
• Maintains the confidentiality of all client and organizational data.
• Demonstrates integrity and honesty and a positive attitude toward clients, other staff, management, and business contacts in performing the duties and responsibilities of the position.
• Performs other duties as assigned.

Knowledge, Skills & Abilities :

Working Environment :

Hours : Monday-Friday, 8 : 30am-5 : 00pm (Hybrid Work Schedule)

Office Locations :

Benefits :

No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.