Sr Commercial Lines Account Manager

The Senior Commercial Account Manager is a senior level position and is responsible for ensuring commercial lines clients receive timely and quality service. Responsibilities are focused on reviewing and accurately troubleshooting client service needs and assisting in the management of clients’ insurance policies.

The Senior Commercial Account Manager is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Job Duties and Responsibilities:

Support Commercial Lines Department Producers in routine account maintenance

Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts

Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes

Respond to client inquiries, incoming mail, company requests and producers’ needs on a timely basis

Collect renewal data on assigned accounts

Review and order renewals according to agency procedures

Survey policy coverage’s and identifies cross-selling and upgrading opportunities

Review, analyze and submit applications to insurance companies

Follow agency’s underwriting guidelines

Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage

Review new business, renewals, endorsements to insure items were received as ordered

Prepare billing following agency’s credit and collection policies

Coverage for the Receptionist at the front desk as needed

Assist with other clerical tasks within the office as requested

Participate in courses for insurance/sales skills

Maintain current knowledge of underwriting requirements of carriers

Knowledge, Skills and Abilities (KSAs):

Good oral and written communication skills

Technical and client relations expertise

Proficient in Microsoft Suite

Property casualty commercial lines and bond product knowledge and risk management expertise

Agency management system computer skills

Education and Experience:

High School Diploma or Equivalent required

5-7 years of Commercial Lines P&C insurance office experience required

5+ years of additional experience working complex Commercial Lines insurance accounts required

Current License – 2-20 required

Holds 1 or more insurance related designations

Essential Job Functions:

Support agency and assigned producers by placing and processing new business and renewals

Retain renewals through the provision of quality service

Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals

Must be able work with a computer for a minimum of 7 hours daily either standing or sitting

Must be able to read printed materials and computer screen with or without MS or other software accessibility functions

Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday

Peoples First Insurance offers competitive salaries, great benefits, Paid Time Off, 401(k) retirement plan, etc.

We are an Equal Opportunity Employer and Drugfree Workplace.

To apply, please submit your resume.