Commercial Lines Account Manager

The Roots Insurance Agency is looking for our next Commercial Lines Account Manager to join our growing team! The Roots is a boutique independent agency located in Berkley with strong relationships in the business community.

Essential Duties and Responsibilities

The Account Manager's primary responsibilities include, but are not limited to :

• Providing superior service to clients by answering insurance related questions and discussing product offerings
• Assisting with new business production, including but not limited to new client information intake and quoting
• Complete data entry, including documentation of all conversations with clients and prospective clients, entering new policy information and changes on existing policies into CRM and Applied Epic
• Maintaining strong relationships with both clients and insurance companies
• Delivering insurance proposals and educating customers of coverage options
• Quoting and binding insurance policies
• Cross-selling additional lines of coverage
• Communicate effectively via email and phone
• Assisting clients with claims, billing and the renewal process
• Servicing current clients and their existing policies
• Following renewal process to encourage clients to renew and assist with any renewal issues
• Participating in a wide range of marketing tasks and other important duties as assigned

Education and / or Experience :

Additional Qualifications :

Benefits :

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