Commercial Lines Account Manager - Transportation/Trucking

Job Summary
Established agency seeking to hire a Commercial Insurance Account Executive.

Job Description
Commercial Insurance Account Executive
Job Duties

Full Knowledge of insurance products and usages

Ability to advise and consult with clients re: their insurance coverages

Manage workflow of assigned book of business and delegate workflow

Maintain accounts in accordance with organizational guidelines

Service and monitor account activity.

Call existing insured to compliment or “round out” personal accounts.

Work strategically with sales staff to optimize relationships and protect client’s business.

Perform special projects as directed by the VP, Commercial Lines.

Review policies and coverage for accuracy and rating calculations.

Process endorsements, placement requests and invoicing.

Complete and prepare certificates, proposals, policy summaries and reviews.

Develop and maintain excellent relationships with our partners, carriers and vendors.

Responsible for marketing process "quoting new and renewal business

Qualifications

P&C licensed

10+ Years working with middle market accounts in agency environment

Ability to meet/w clients and discuss insurance mitigation strategies

Must be organized

Ability to delegate workflow

Ability to multi task

Strong math & technical skills

#J-18808-Ljbffr