Commercial Lines Account Manager
Choice Financial Group, Florida, NY, United States
Position Description
The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts. This role involves maintaining strong relationships with clients, ensuring high levels of customer satisfaction, and providing expert guidance on insurance coverage, renewals, and policy changes. The Account Manager acts as the key liaison between clients, insurance carriers, and internal teams.
Primary Responsibilities & Essential Functions
Work efficiently with agency producers to assemble, market, and place coverage for new clients
Help AE with Accords and supplementals
Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
Provides technical support to producers to benefit clients and to reach producers and the agency’s strategic business goals
Prepares proposals and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies
Review current policy information with clients and make coverage recommendations.
Process Insured policy change requests
Follow up to ensure the accuracy of endorsements processed by the carrier.
Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
Notate all interactions with Insureds in the agency client management system
Process Insured payments and review billing accounts with insureds
Maintain client files in the client management system
Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
Deliver client correspondence via Email/USPS
Experience & Abilities
5 years’ Commercial Lines experience with middle market accounts and worked in Florida or Florida accounts
Active Florida 2-20 license
Proficient HawkSoft insurance agency management software system and Microsoft Office Suite
Advanced knowledge of rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively.
Ability to communicate orally and in writing with others to explain complex issues.
Ability to receive and interpret complex information and respond appropriately.
Thorough detail-oriented to manage multiple clients, tasks, and requests
Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions.
Professional, committed, and self-motivated, with the ability to focus on daily tasks
Self-Starter
Motivated and willing to learn
Team Player
Organized
Working Conditions
This position operates in a professional office environment. The role routinely utilizes standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. The employee is occasionally required to move about inside the office to access files and equipment. The noise level in the work environment is usually moderate.
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The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts. This role involves maintaining strong relationships with clients, ensuring high levels of customer satisfaction, and providing expert guidance on insurance coverage, renewals, and policy changes. The Account Manager acts as the key liaison between clients, insurance carriers, and internal teams.
Primary Responsibilities & Essential Functions
Work efficiently with agency producers to assemble, market, and place coverage for new clients
Help AE with Accords and supplementals
Assists clients with coverage; uses each contact with the client as an opportunity to review the whole account
Provides technical support to producers to benefit clients and to reach producers and the agency’s strategic business goals
Prepares proposals and completes applications in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies
Review current policy information with clients and make coverage recommendations.
Process Insured policy change requests
Follow up to ensure the accuracy of endorsements processed by the carrier.
Underwrite, rewrite, re-quote, reinstate, and cancel existing policies on behalf of the insured
Obtain all underwriting information and/or any trailing documentation from the client on behalf of the carrier
Notate all interactions with Insureds in the agency client management system
Process Insured payments and review billing accounts with insureds
Maintain client files in the client management system
Furnish clients with requests for proof of insurance (certificates of insurance, binders, policies, endorsements, ID cards, declaration pages, and evidence of commercial property forms)
Deliver client correspondence via Email/USPS
Experience & Abilities
5 years’ Commercial Lines experience with middle market accounts and worked in Florida or Florida accounts
Active Florida 2-20 license
Proficient HawkSoft insurance agency management software system and Microsoft Office Suite
Advanced knowledge of rating procedures, coverages, and industry operations to manage, maintain, and write assigned client and prospect lists effectively.
Ability to communicate orally and in writing with others to explain complex issues.
Ability to receive and interpret complex information and respond appropriately.
Thorough detail-oriented to manage multiple clients, tasks, and requests
Ability to add, subtract, multiply, and divide whole numbers and to accurately perform simple calculations involving decimals and fractions.
Professional, committed, and self-motivated, with the ability to focus on daily tasks
Self-Starter
Motivated and willing to learn
Team Player
Organized
Working Conditions
This position operates in a professional office environment. The role routinely utilizes standard office equipment, including computers, phones, photocopiers, filing cabinets, and fax machines. The employee is occasionally required to move about inside the office to access files and equipment. The noise level in the work environment is usually moderate.
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