What are the responsibilities and job description for the Commercial Lines Account Manager position at W3Global?
We are seeking a qualified, self-motivated individual to serve as the day-to-day liaison between insurance companies, agents, and clients. This role handles inside service work associated with commercial accounts including coverage issues, endorsements, renewals, policy checking, binding, and marketing support.
Key Responsibilities
Key Responsibilities
- Build and maintain strong client relationships.
- Process and record new insurance policies and claims.
- Maintain client files in the Agency Management System for all transactions.
- Correspond with insureds and agents regarding account status and changes.
- Prepare proposals and applications and follow up for timely responses.
- Provide technical service and expertise during new business and renewal processes.
- Assist with quoting, marketing, and gathering underwriting information.
- Prepare renewal and new business proposals and presentations.
- Bind coverage, issue certificates, and request endorsements.
- Analyze policies for accuracy based on presented proposals.
- Follow agency procedures and utilize integrated software systems.
- Collaborate with Senior Account Executives on complex accounts.
- In-depth knowledge of commercial insurance coverages.
- Ability to clearly communicate with clients and underwriters.
- Strong problem-solving and decision-making skills.
- Ability to organize, prioritize, and work in a fast-paced environment.
- Experience interacting with agency software platforms.
- 3-5 years of commercial insurance experience preferred.
- Professional experience is highly valued; degree preferred.
- Active Property & Casualty Insurance License required.
- AMS360 preferred.
- Microsoft Office proficiency required.
- Ability to quickly learn new software platforms.
- 401(k) with matching
- Health Insurance
- Dental Insurance
- Vision Insurance
- Holidays, Vacation, and Sick Leave
- Long-Term and Short-Term Disability
- Professional growth and advancement opportunities
Salary : $60,000 - $85,000