What are the responsibilities and job description for the Commercial Lines/Farm Lines Account Manager position at Haudenschild Insurance Agency?
Position Summary
The Haudenschild Agency is seeking a motivated and detail-oriented Commercial Lines/Farm Lines Account Manager to join our team. This position provides day-to-day service and administrative support for commercial and farm insurance clients. The Account Manager works closely with clients, insurance carriers, agency agents, and fellow team members to deliver accurate, timely, and professional service. Responsibilities include policy servicing, endorsements, certificates, renewals, claims assistance, billing support, quoting support, bond processing, and account administration. This role focuses primarily on commercial and farm insurance accounts, with occasional support for personal lines as agency needs require.
Key Responsibilities:
Client Service & Account Support
- Respond to client inquiries regarding coverage, policies, billing, and service requests.
- Process endorsements, cancellations, reinstatements, policy changes, and other servicing transactions.
- Provide declarations pages, schedules, certificates, and policy documents as requested.
- Gather and verify underwriting information, including driver and vehicle data.
- Maintain a high level of responsiveness and customer service.
Quoting & Submission Support
- Quote and process commercial and farm insurance submissions.
- Prepare and quote bond submissions.
- Assist with renewal reviews, remarketing efforts, and coverage evaluations.
- Submit applications and supporting documentation to carriers and specialty markets.
Claims & Billing Support
- Assist clients with claims reporting and claim follow-up activities.
- Communicate with carriers regarding claim status and documentation needs.
- Provide premium breakdowns, billing explanations, and invoice support.
Certificates & Bonds
- Issue Certificates of Insurance (COIs) and Evidence of Insurance (EOIs).
- Process and service bond requests.
- Maintain accurate certificate and bond records.
Documentation & Administrative Support
- Maintain complete and accurate agency management system documentation.
- Prepare Statements of Values (SOVs), property schedules, driver lists, and related insurance documents.
- Manage electronic signature requests and document collection.
- Upload applications, endorsements, renewals, and supporting documentation to agency and carrier systems.
- Ensure agency files remain organized, complete, and compliant.
Team Collaboration
- Maintain professional communication with clients, carriers, agents, and agency staff.
- Collaborate with agency personnel to support client service, underwriting, claims, and agency operations.
- Participate in team meetings, training, and agency initiatives.
Qualifications
- Ohio Property & Casualty Insurance License, or ability to obtain an Ohio Property & Casualty Insurance License within 30 days of employment.
- Strong customer service and communication skills.
- Excellent organizational skills and attention to detail.
- Ability to manage multiple priorities and deadlines.
- Proficiency with Microsoft Office and agency management systems.
- Ability to work independently while maintaining a high level of accountability.
Preferred Qualifications
- Commercial insurance agency experience.
- Farm insurance or agribusiness insurance experience.
- Experience servicing commercial insurance accounts.
- Experience with endorsements, renewals, certificates of insurance (COIs), evidence of insurance (EOIs), and bond processing.
- Insurance industry designations such as CISR, CIC, AFIS, CPIA, CRM, or similar credentials.
- Experience working in a paperless and technology-driven agency environment.
Preferred Experience Areas
Commercial Auto, Businessowners Policies (BOP), Commercial Property, General Liability, Umbrella Liability, Inland Marine, Farmowners Coverage, Agribusiness Insurance, Livestock and Agricultural Risks, Certificate Management, Bond Processing, Policy Servicing, Renewals and Remarketing. Farm insurance experience is valued, but candidates with strong commercial lines servicing experience are encouraged to apply.
Preference will be given to candidates with commercial insurance servicing experience, professional insurance designations, and a demonstrated commitment to continuing education and professional development.
Work Arrangement
- Full-Time
- Loudonville, OH Office
- Wooster, OH Office
- Hybrid work arrangements may be considered for qualified candidates with relevant experience and ademonstrated history of successfully working in a hybrid or independent work environment.
- Standard business hours, Monday through Friday.
Why Join Haudenschild Agency?
- Established independent insurance agency serving Ohio businesses, farms, and families.
- Supportive and team-oriented culture.
- Diverse commercial and farm insurance accounts.
- Long-term career opportunity.
- Opportunity to work alongside experienced insurance professionals.
- Commitment to professional development and continuing education.
- Flexible work arrangements for qualified candidates.
Apply Today
Immediate opening. We are actively interviewing and seeking to fill this position as soon as a qualified candidate is identified.
If you are a service-focused insurance professional looking for a long-term opportunity in commercial and farm insurance, we encourage you to apply.
Pay: $50,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
- Work from home
Work Location: Hybrid remote in Loudonville, OH 44842
Salary : $50,000 - $75,000