Commercial Lines Account Manager

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Purpose: Retain clients through servicing and management of client relationships both internally and externally. Collaborate with members of the department to deliver exceptional customer service and achieve client satisfaction.

Essential Duties and Responsibilities:

• Responsible for the day-to-day account management of an assigned book (Church/ Religious Org) of business, including but not limited to invoicing, claims reporting and follow up as needed, premium breakdowns, policy changes, review of policy forms, providing coverage comparisons, and responding to policy questions.
• Responsible for the oversight and completion of administrative tasks including but not limited to issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
• Build courteous and successful relationships with clients, vendors, and carriers to improve client retention.
• Identify gaps in coverage and consult leadership or producer of options to advise the client.
• Assist in the renewal process for all assigned and prospective clients with the producer including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and facilitating the renewal pricing as well as preparing the renewal proposal, and binders.
• Review and document internal compliance and client disclosure requirements, policies, endorsements, and
• certificates to ensure alignment with client expectations, legal requirements, and insurance operations.
• Assist in growing the assigned book of business through account rounding and referrals.
• Support marketing and sales teams as needed.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.
• Promote teamwork, support, knowledge sharing and a positive attitude in the department and office.
• Promote a commitment to achieve or exceed internal and external performance standards.
• Participate in training opportunities to remain current on industry information, new product development, legislation, coverages, and technology including professional development and continuing education required for valid licensing.
• All other duties as assigned.

We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.