What are the responsibilities and job description for the Commercial Lines Account Manager position at Leavitt Group?
Farm Creek Insurance is looking to add new talent to their commercial lines team. This position can reside in either Nottingham or Cambridge , MD and is hybrid.
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-6 or more years of experience working in the insurance industry with commercial clients.
Responsibilities
Prepare the applications for the submission with underwriting information provided by the Producer.
A Commercial Lines Account Manager works closely with producers and commercial lines managers in providing ongoing support to their commercial accounts. The right candidate has 3-6 or more years of experience working in the insurance industry with commercial clients.
Responsibilities
Prepare the applications for the submission with underwriting information provided by the Producer.
- Daily ongoing relationship with Commercial Lines Manager regarding specific deadlines and on-going projects/tasks
- Work with the service staff to meet timeline (deadlines)
- Work with assigned Account Executive on marketing procedures with discussed selected markets
- Follow up with Markets for quotations
- Create the proposal under the direction of the Account Executive
- Create Proposal booklets
- Check for any discrepancy’s b/w submission/quotation/proposal
- Make any proposal changes and quotations from client meeting with the producer directed by the Account Executive
- Work with Producer to provide binders of insurance/Get client sign off
- Certificate issuance
- Check policies with submission/quotation/proposal
- Invoice
- Check endorsements against Account Executive requests
- Issue auto ID Cards
- 3 years experience with working a small commercial lines book of business.
- Active Property &Casualty license
- Must have strong computer software and in using Microsoft Office i.e. Excel, Word
- Must have strong oral and written communication skills
- Must have experience with carrier rating software
- Experience with the AMS 360 is highly preferred
- Hybrid in the Nottingham or Cambridge MD area
- Compensation 45k-65 K
- Paid License renewal and continuing education
- Attractive Benefits package, including 401k
- Health Plan, Vision, Dental, FSA, & Life Insurance
- Paid time off (vacation & sick time)
- Wellness program