Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off

As a Commercial Lines Account Manager, you will work closely with customers, prospective customers, coworkers, and carrier partners to perform customer service duties and assist and advise in account management and business transactions.
The primary function of this position is to meet the overall insurance needs of our clients.
The Commercial Lines Account Manager must provide prompt, accurate, professional service to our clients, producers, and company personnel to maintain and grow our commercial book of business.
Your day-to-day responsibilities will include:
1. Provide advice and counsel on an assigned book of business. Meet daily servicing needs of our clients.
2. Work pro-actively to re-market policies whenever appropriate to ensure maximum retention.
3. Maintain high proficiency level with carrier rating systems to provide alternative quotes to clients.
4. Monitor day to day activities closely for assigned book of business.
5. Remain current on coverage, forms and rates to effectively address client’s insurance needs.
6. Round out monoline accounts by offering quotes for additional lines of business.
7. Quote and place new business from referrals, walk-ins and call-ins, as needed.
8. Make referrals to personal, life, health and disability services.
9. Thoroughly researching and analyzing insurance policies.
10. Communicating with clients and Insurance Adjusters about the life cycle of each claim.
Required experience and skills needed for this role:

• Minimum 2 years of Commercial Lines Agency experience required.
• Property & Casualty Producers license required and fulfilling continuing education.
• Working knowledge of Word & Excel.
• Applied Systems ‘EPIC’ system experience desired.

Flexible work from home options available.