Hybrid Commercial Lines Account Manager
Summary
The Account Manager assists in the production of new accounts and the retention of existing accounts.
This individual is part of the Commercial Lines team and provides prompt, efficient and high-quality
service to customers in support of Producer / agency activities.
Key Accountabilities
Take initiative and strive to perform beyond our customers’ expectations
Build and maintain the highest degree of relationships between customer, Producer, agency,
and company personnel
Foster effective working relationships within the team, with Producers, and across agency
locations and departments ensuring the overall success of the agency
Enable growth of agency revenue by securing new business through referrals, cross-selling, and
up-selling
Retain existing customers by performing stewardship initiatives implemented by the Producer
or Commercial Lines Manager to deliver an exceptional customer experience
Essential Duties
1. Maintain knowledge of new developments or changes with carriers and new federal / state laws
that may affect our customers’ insurance programs.
2. Responsible for the direct handling of existing accounts, responding to time sensitive needs with
urgency and the highest degree of care. Works in accordance with Producer as necessary.
3. Research and analyze data contributing to the development and enhancement of a customer’s
insurance program and recommend the appropriate coverage.
4. Process service requests (policy changes, certificates of insurance, billing, etc.) and
prepare / modify documents (correspondence, reports, memos, emails, etc.), delivering the
highest quality to customers.
5. Perform data entry functions in agency management system and / or specific rating and
underwriting systems ensuring accuracy.
6. Secure and properly handle all private / sensitive agency and customer information (medical,
social security numbers, drivers’ licenses, financials, etc.) at all times.
7. Pursue a program for professional and personal development.
Experience & Qualifications
2+ years of Commercial Lines Account Manager experience
Property & Casualty License required
Professional Designations encouraged
Working knowledge of all Commercial Lines products
Working knowledge of AMS360 account management system
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