Commercial Lines Account Manager

Commercial Lines Property And Casualty Account Manager

The primary function of this position is to provide superior service to our valued clients. A Commercial Lines Property And Casualty Account Manager at The Turner Agency, Inc. is the daily liaison between our insurance partners, our team, and our clients.

This position involves analyzing the individual needs of a client, providing customized insurance solutions, improving customer retention, and working closely with our Commercial Lines team. You will collaborate with producers and account managers to serve our clients and reach our strategic business goals.

Responsibilities

• Assist in onboarding new clients.
• Build and maintain relationships with clients.
• Provide consistent, accurate, and timely communication to clients through verbal and written correspondence.
• Inform and educate clients about coverage, exclusions, and exposures. Document electronic files accordingly.
• Maintain client files in Applied Epic and use Epic for processing all transactions.
• Process daily incoming mail and phone requests, responding promptly and appropriately.
• Handle cancellations with care and act to save accounts (if applicable). Notify producer.
• Assist with preparing proposals and applications, submit to clients and carriers (or marketing department); follow up to insure timely responses.
• Assist clients in making appropriate coverage changes; inform and educate clients about coverage's, exclusions, exposures, and audits and document electronic file accordingly.
• Renew and re-market accounts as needed in conjunction with agency standards.
• Maintain client files accurately and consistently documenting conversations, sending confirmations to clients, adhering to all other automation procedures.
• Accompany producer as needed on prospect or client meetings.
• Order and issue binders, certificates, policies, endorsements, and other related items; verify their accuracy; forwards them to client with appropriate correspondence.
• Review audits of policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Set up finance contracts, billing agreements.
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Other duties as assigned.

Personal And Organizational Development

The Turner Agency, Inc.

At The Turner Agency, helping businesses and people is what we do best. We have been independent and serving our community since 1962. Providing superior service to our clients, fostering strong relationships with our carriers, making this the best place to work, and serving our community are what drives our team.

Licensed in many states, we offer all forms of insurance. We have an amazing team that enjoys working hard, believes knowledge is power, and likes to have fun. We offer great benefits, competitive pay, bonus opportunities, and Flexible Friday hours. Employees even get to choose their favorite dessert on their birthday!

We believe the best way to succeed is by doing what the founder of our business always said :

"Take care of the customer and the rest will take care of itself."

Clarence R. Turner, Jr.