Farm/Commercial Account Manager
Paul Hall & Associates Insurance, Mount Orab, OH, United States
Position Summary
The Farm/Commercial Account Manager serves as the main point of contact for a book of farm and commercial insurance clients. This role is responsible for delivering exceptional customer service, handling renewals, processing policy changes, assisting with claims, and ensuring policy accuracy and coverage adequacy.
Key Responsibilities
Build and maintain strong relationships with farm and commercial clients
Process policy changes, endorsements, certificates, and audits accurately and timely
Prepare renewal proposals and assist with remarketing as needed
Work closely with producers to identify coverage gaps and cross-sell opportunities
Assist clients through the claims process, providing support and follow-up
Ensure compliance with underwriting guidelines and documentation standards
Maintain accurate records and client communications in the agency management system (Applied Epic)
Collaborate with internal teams to support agency goals and customer satisfaction
Qualifications
Prior experience in commercial lines or farm insurance preferred
Active Property & Casualty license (or willingness to obtain within 60 days)
Strong attention to detail and organizational skills
Excellent communication and interpersonal abilities
Proficiency with Microsoft Office; experience with agency management systems is a plus.
Ability to prioritize tasks and work independently in a fast-paced environment
What We Offer
Competitive salary based on experience
Health, dental, vision, and disability insurance
401(k) with company match
Paid time off and holidays
Opportunities for professional development and licensing support
A supportive, close-knit team with deep ties to the agricultural community
Open to remote work for the right candidate with the right experience if needed.
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Key Responsibilities
Build and maintain strong relationships with farm and commercial clients
Process policy changes, endorsements, certificates, and audits accurately and timely
Prepare renewal proposals and assist with remarketing as needed
Work closely with producers to identify coverage gaps and cross-sell opportunities
Assist clients through the claims process, providing support and follow-up
Ensure compliance with underwriting guidelines and documentation standards
Maintain accurate records and client communications in the agency management system (Applied Epic)
Collaborate with internal teams to support agency goals and customer satisfaction
Qualifications
Prior experience in commercial lines or farm insurance preferred
Active Property & Casualty license (or willingness to obtain within 60 days)
Strong attention to detail and organizational skills
Excellent communication and interpersonal abilities
Proficiency with Microsoft Office; experience with agency management systems is a plus.
Ability to prioritize tasks and work independently in a fast-paced environment
What We Offer
Competitive salary based on experience
Health, dental, vision, and disability insurance
401(k) with company match
Paid time off and holidays
Opportunities for professional development and licensing support
A supportive, close-knit team with deep ties to the agricultural community
Open to remote work for the right candidate with the right experience if needed.
#J-18808-Ljbffr