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Commercial Lines Account Manager

Westlake Village, CA | Full Time
Expired

Job Description

Description

Job Summary:

The Commercial Lines Account Manager performs the essential functions of the position, which include aiding the Sales Executive / Account Executive, as well as clients with service needs and making changes to existing accounts. This position requires specific service and marketing responsibilities, including, but not limited to service and sales delivery standards, and perform essential duties while upholding the quality and service standards developed by this agency.

 
 

Duties/Responsibilities:
 

Servicing/Customer Service

· Provide technical support to Sales Executive/Account Executive specifically in analyzing client needs.

· Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings.

· Completes applications in coordination with Sales Executive/Account Executive, submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations on new and renewal business and according to agency procedures.

· Orders and issues binders, certificates, policies, endorsements, and other related items, verifies their accuracy, forwards them to client with appropriate correspondence.

· Determines if direct or agency billing is appropriate and invoices accordingly.

· Prepares summaries of insurance, schedules, and proposals.

· Reviews audits of policies, verifies accuracy and facilities corrections, as needed, between client and carrier.

· Process incoming mail and phone requests, responding promptly and appropriately within company guidelines.

· Uses agency credit and collection policy in invoicing and pursuing prompt payments.

· Determines reasons for requests for cancellations, acts to save accounts and notifies Sales Executive/Account Executive.

· Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; maintains agency in financial equity whenever possible.

· Assist clients in submitting first claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.

· Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive/Account Executive.

· Online rating of quotes.

· Orders loss runs and keeps the loss run card updated.

· Maintain accurate and current detailed information in the Applied EPIC system.


Personal and Organizational Development

· Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.

· Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

· Utilizes good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

· Maintain professional, cordial, and effective relationships with clients, co-workers, vendors, and other business contacts.

Requirements

 Required Skills/Abilities:

  • College education with a minimum of 3 years insurance experience or a minimum of 5 years insurance experience.
  • Must hold a valid Property Casualty Broker-Agent license.
  • Ability to communicate effectively, both verbally and in writing, with others to explain complex issues, receive and interpret complex information, and respond appropriately.
  • Knowledge of insurance products and usages.
  • Knowledge of insurance markets and reference to markets.
  • Ability to carry out complex tasks with many concrete and abstract variables.

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer.
  • Must be able to pull or lift up to 15 pounds at times.

Reasonable accommodations may be made to assist individuals with disabilities to perform the essential job functions.

Note: This job description is not intended to list all the responsibilities but, to provide a general description of the responsibilities for your position. Management reserves the right to assign or reassign duties and/or responsibilities for your position at any given time to fulfill operation needs.


This is an At Will position. Employment with Westlake Risk & Insurance Services, LLC is strictly At-Will and you may quit or be transferred, reassigned, promoted, suspended, demoted and/or discharged at any time, with or without cause and with or without prior notice. 

Skills for Commercial Lines Account Manager

The job skills required for Commercial Lines Account Manager include Customer Service, Communication Skills, Billing, Communicates Effectively, Coordination etc. Having related job skills and expertise will give you an advantage when applying to be a Commercial Lines Account Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Commercial Lines Account Manager. Select any job title you are interested in and start to search job requirements.

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Career Path for Commercial Lines Account Manager

The following is the career advancement route for Commercial Lines Account Manager positions, which can be used as a reference in future career path planning. As a Commercial Lines Account Manager, it can be promoted into senior positions as an Account Manager IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Commercial Lines Account Manager. You can explore the career advancement for a Commercial Lines Account Manager below and select your interested title to get hiring information.

How to Become a Commercial Lines Account Manager

If you are interested in becoming a Commercial Lines Account Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Commercial Lines Account Manager for your reference.

Step 1 Understand the job description and responsibilities of a Commercial Lines Account Manager

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Step 2 Knowing the best tips for becoming a Commercial Lines Account Manager can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

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