Guy Hurley Insurance & Surety Services
Small Commercial Lines Account Manager
Guy Hurley Insurance & Surety Services, Rochester, Michigan, us, 48308
Direct message the job poster from Guy Hurley Insurance & Surety Services
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.
Small Commercial Lines Account Manager Position Summary The primary function of this role is to deliver prompt, accurate, and professional service to clients. This role manages a portfolio of small commercial insurance accounts, processes policies and renewals, handles endorsements, and ensures thorough documentation and record maintenance. The position plays a critical role in maintaining client satisfaction and retention through responsive communication, attention to detail, and strong collaboration with internal and external partners.
Key Responsibilities Client Service and Account Management
Manage a portfolio of assigned small commercial insurance accounts.
Provide quotes, confirm and bind coverage, and coordinate policy changes.
Initiate the collection of renewal information and prepare necessary documentation.
Respond to client inquiries, requests for coverage changes, and endorsements promptly and professionally.
Oversee processing and distribution of certificates and vehicle ID cards.
Policy Processing and Documentation
Process transactions including endorsements, audits, Owners & Contractors Protective (OCP) policies, and Railroad Protective Policies (RRPs).
Maintain accurate policy data and client communications in the agency management system.
Review policies for accuracy in alignment with applications, quotes, and proposals.
Ensure both digital and physical files are complete and organized for each account.
Collaboration and Communication
Collaborate with assigned Account Executives to ensure coordinated account service.
Communicate effectively with clients and underwriters to gather and provide information.
Review construction contracts and address insurance requirement compliance.
Operational Support and Compliance
Complete special projects and tasks assigned by the Account Executive or Director.
Maintain confidentiality of all client and agency information.
Uphold high standards of professionalism and integrity in all interactions.
Other duties as assigned.
Qualifications
High School Diploma or equivalent required
Active Michigan Property & Casualty license required
Minimum of 3 years of experience managing small commercial insurance accounts
Proficiency with MS Office Suite and general office software
Experience using agency management systems; AMS360 and ImageRight preferred
Solid understanding of standard insurance practices and procedures
Ability to interpret insurance documents and manage multiple priorities under pressure
Effective verbal and written communication skills
Strong organizational skills with keen attention to detail
Normal office environment with little, if any, discomfort due to heat, dust, noise, and the like. Evening or weekend work hours may be occasionally required.
Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Schedule)
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
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.
Seniority level Associate
Employment type Full-time
Job function Customer Service and Consulting
Industries Insurance and Insurance Agencies and Brokerages
#J-18808-Ljbffr
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.
Small Commercial Lines Account Manager Position Summary The primary function of this role is to deliver prompt, accurate, and professional service to clients. This role manages a portfolio of small commercial insurance accounts, processes policies and renewals, handles endorsements, and ensures thorough documentation and record maintenance. The position plays a critical role in maintaining client satisfaction and retention through responsive communication, attention to detail, and strong collaboration with internal and external partners.
Key Responsibilities Client Service and Account Management
Manage a portfolio of assigned small commercial insurance accounts.
Provide quotes, confirm and bind coverage, and coordinate policy changes.
Initiate the collection of renewal information and prepare necessary documentation.
Respond to client inquiries, requests for coverage changes, and endorsements promptly and professionally.
Oversee processing and distribution of certificates and vehicle ID cards.
Policy Processing and Documentation
Process transactions including endorsements, audits, Owners & Contractors Protective (OCP) policies, and Railroad Protective Policies (RRPs).
Maintain accurate policy data and client communications in the agency management system.
Review policies for accuracy in alignment with applications, quotes, and proposals.
Ensure both digital and physical files are complete and organized for each account.
Collaboration and Communication
Collaborate with assigned Account Executives to ensure coordinated account service.
Communicate effectively with clients and underwriters to gather and provide information.
Review construction contracts and address insurance requirement compliance.
Operational Support and Compliance
Complete special projects and tasks assigned by the Account Executive or Director.
Maintain confidentiality of all client and agency information.
Uphold high standards of professionalism and integrity in all interactions.
Other duties as assigned.
Qualifications
High School Diploma or equivalent required
Active Michigan Property & Casualty license required
Minimum of 3 years of experience managing small commercial insurance accounts
Proficiency with MS Office Suite and general office software
Experience using agency management systems; AMS360 and ImageRight preferred
Solid understanding of standard insurance practices and procedures
Ability to interpret insurance documents and manage multiple priorities under pressure
Effective verbal and written communication skills
Strong organizational skills with keen attention to detail
Normal office environment with little, if any, discomfort due to heat, dust, noise, and the like. Evening or weekend work hours may be occasionally required.
Hours: Monday-Friday, 8:30am-5:00pm (Hybrid Work Schedule)
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
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.
Seniority level Associate
Employment type Full-time
Job function Customer Service and Consulting
Industries Insurance and Insurance Agencies and Brokerages
#J-18808-Ljbffr