What are the responsibilities and job description for the Commercial Lines Account Manager position at Keystone Agency Partners LLC?
About Us
At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are proud to be a second-generation family business, where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do. Mason-McBride offers a broad spectrum of insurance services. Whether it’s personal insurance like home, auto, life, and umbrella policies, or business insurance covering commercial property, general liability, and workers’ compensation, we have you covered. We also specialize in employee benefits, including health, dental, and vision insurance.
Commercial Lines Account Manager
Responsibilities:
- Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
- Build and maintain client relationships by providing exceptional customer service.
- Process all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines.
- Process customer policy change requests.
- Secure all Trailing Documents from customers.
- Complete Evidence of Insurance requests.
- Generate insurance quotes.
- Document each client contact in eAgent.
- Verify phone numbers, addresses and email addresses with each client contact and update client information.
- Handle all incoming claims calls from customers and follow up.
- Thoroughly understand and follow all underwriting, rating, and compliance requirements.
- Ask each client for referrals and explain our referral program.
- Treat each client contact as a cross and up-sell opportunity including financial products.
- Maintain knowledge of new products.
- Share training and education knowledge and expertise with team members.
Qualifications:
- Michigan Property and Casualty License
- Minimum of 3 years of managing and servicing a small to mid-sized Commercial Lines book of business; premiums range from $2500 to $50,000
- Multi-state Workers’ Compensation and Class Coding experience a plus
- Familiarity with Surplus Lines placements and Lloyd’s market
- Knowledge of Insurance guidelines
- Working knowledge of AMS360 highly desired
- Possess a genuine willingness to learn, be intuitive and resourceful and be coachable
- Strong communication skills, both oral and written
- Possess an upbeat, positive, and enthusiastic attitude
- Be a great self-starter with a sense of urgency
- Must have ability to multi-task
- Problem-solving capabilities
- Works well with other employees and is a team player
- Strong work ethic and leadership skills
- Ability to tactfully handle stressful and difficult situations
Hours: Monday-Friday, 8:00am-4:30pm
Office Location: 3155 W Big Beaver Road, Suite 125, Troy, MI 48084
Benefits:
- Competitive Salary
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
No Solicitation Notification to Agencies: Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.