Commercial Lines Account Manager

Growing independent insurance agency is seeking a Commercial Lines Account Manager.

Responsibilities:

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Prepares renewal proposals.
• Sets up "Master" Certificates in Management System and/or CSR24 for the renewal term.
• Reviews audits for changes in classifications or big increase or decrease in exposures and advises Producers if more than 10% discrepancy from policy.
• Works on disputed audits with accounting, insurance company, client and/or client's accountant.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Makes sure management system is documented.
• In coordination with producer, meets with clients as needed.
• Backs up other Account Executives, Assistant/Account Managers as needed.

Requirements:

• 5+ years of Commercial Lines Insurance Account Management experience (Construction, Manufacturing, and Real Estate account experience preferred).
• Experience in Applied Epic (preferred).
• Proficiency in Microsoft Office Suite
• Remain current on insurance knowledge and various industry developments.
• Must be P&C licensed.