Welcome to Oakbridge Insurance Agency. We are a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Are you interested in leveraging your skills and joining a new and growing company that truly cares for its employees and customers?

We are a team of dedicated professionals who share a passion to work, live, and serve in the same communities where we do business. We are looking for a Commercial Lines Account Manager, located at our LaGrange, Georgia office. Work from home flexibility is an option for the right candidate.

In this role, the Account Manager assists in the production of new accounts and the care of existing accounts. They will provide prompt, efficient, high-quality service in support of our customers.

Position Functions:

• New business production based on outside/inside referrals
• Overall account service, account rounding, and renewal process
• Manage existing client and carrier relationships
• Monitor account activity, changes in exposure, and revisions in coverage
• Assist in ongoing risk evaluation of client exposures
• Responsible for new and renewal business processes including gathering renewal data, completing applications, submissions, etc.; negotiate policy and payment terms, prepare proposals, participate in presentations
• Issue binders, EOP, ID Cards, and insurance summaries
• Billing functions including invoicing, reviewing accounts receivable statements, answering client billing questions, reconciling account differences, and making management aware of collection issues
• May perform administrative functions such as maintaining files and suspense systems, handling mail
• Order and review policies and may order endorsements for accuracy; reviews audits, experience rating modifications, and classifications
• Communicate issues with both carrier and client to management
• Participate in client/carrier meetings and assist as necessary
• Duties and tasks are frequently non-routine; resolve questions and problems, refer issues to higher levels when necessary
• Work under minimal supervision
• Frequent written and spoken communications with professional content
• Provide technical guidance to other staff and may coordinate workflow within the group

The Ideal Candidate Will:

• Be or become proficient in the use of agency management system (Epic) and follow agency standard operating procedures
• Have 3-4 years experience and ability to apply advanced skills to assigned tasks and duties
• Have the ability to see and understand the big picture
• Be strategic yet very responsive and have a strong attention to detail

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