4 Commercial Lines Account Manager Jobs in South Bend, IN
McGowan Insurance Group is Hiring a Commercial Lines Account Manager Near South Bend, IN
Commercial Lines Account Manager
Job Summary:
Responsibilities:
- Supports agency growth and retention efforts by servicing accounts in accordance with agency service standards for Small Market Commercial Lines.
- Supports agency sales philosophy by seeking referrals from existing clients, rounding out existing accounts, and cross-selling to other departments.
- Analyzes client needs, coverage forms, policies, and proposals to identify loss exposure and recommend appropriate coverage solutions.
- Prepares summaries of insurance, schedules, and proposals as needed.
- Processes incoming mail, e-mail, faxes, phone calls and office visits, responding promptly and professionally.
- Maintains client files within Agency Management System to ensure proper documentation by processing all policies, changes, invoices, proofs of insurance, as well as other service needs, attachments, and activities, in accordance with agency standards and procedures.
- Follows up on service requests to confirm processed accurately by carrier/vendor.
- Assists clients with billing questions or concerns and works to bring a resolution to any issues.
- Reviews coverage and provides information to client inquiries.
- Assists clients with claims, including submitting first notice of loss, facilitating prompt response from carrier, and following up on claim status in accordance with agency standards and procedures.
- Performs renewal review and risk exposure analysis to secure proper coverage, incorporating information obtained from client.
- Maintains control of pre-expiration reports, binders, and aged receivables in accordance with agency guidelines.
- Determines reasons for cancellation requests; acts to save accounts.
- Maintains current knowledge of underwriting requirements of carriers.
- Participates in special projects at management’s request.
Qualifications:
- Indiana Property and Casualty License
- Commercial Lines Account Management experience
- Extensive knowledge of all lines of commercial insurance, including sophisticated and less common options
- Thorough knowledge of brokerage operations including procedures and applicable insurance laws/codes
- Familiarity with risk assessment and risk management techniques
- Experience and expertise in operating in electronic environment; excellent automation skills, including MIS, Microsoft Office Suite, agency management system software (preferably AMS360), carrier proprietary systems, and phone systems
- Excellent time management, organizational and verbal and written communication skills
- High degree of self-motivation and self-direction
- Keen attention to detail
- Maintains a professional and effective relationship with clients, coworkers, carriers, vendors, and other business contacts
- Understands the core virtues of teamwork and works well within a team environment
Office Location: 355 Indiana Avenue, Suite 200, Indianapolis, IN 46204 or 54081 N. Ironwood Road, South Bend, IN 46635 or 570 Vale Park Road A, Valparaiso, IN 46385
Benefits:
- Competitive Salary
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- 401(k)
- Paid time off
- Paid Holidays
Job Summary
Full Time
$84k-115k (estimate)
04/11/2024
06/10/2024
douglogan.net
Helenwood, TN
<25
Related Companies
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Commercial Lines Account Manager job description and responsibilities
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Career tips from people on Commercial Lines Account Manager jobs
Plenty of students have landed account manager roles without extensive work experience.
02/08/2022: Huntington, WV
Step 3: View the best colleges and universities for Commercial Lines Account Manager.
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