What are the responsibilities and job description for the Account Manager | Commercial Lines position at Oakbridge Insurance Agency?
The Commercial Lines Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes of Commercial Lines accounts. This individual ensures that client records are accurate, renewals are processed timely, endorsements are handled efficiently, and client communications are clear and professional. The AM collaborates closely with Account Executives, Producers, and Carriers to deliver exceptional service and maintain strong client relationships.
Work Performed:
- Manage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicing
- Build and maintain strong, professional relationships with clients, carriers and internal team members
- Support new business production efforts in collaboration with producers and account executives
- Evaluate client risk exposures and recommend appropriate coverage solutions
- Coordinate and process policy documents including binders, ID cards, insurance summaries and certificates
- Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments
- Participate in client and carrier meetings, as needed