Commercial Lines Account Manager

Primary Functions

• Provide prompt, accurate, courteous service to customers, Account Executives and company personnel.
• Grow and develop talents and insurance knowledge to highest level possible.
• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing commercial accounts.

Major Responsibilities

• Service Commercial Lines accounts as assigned and aid in collections.
• Collect premiums per established agency procedures.
• At the direction of producer, prepare company submissions for new business quotes and prepare proposals of insurance for new Commercial Lines clients, including visits to clients with Account Executive when requested.
• Initiate, screen and prepare endorsement requests for Commercial Lines clients.
• Prepare and process cancellations when required.
• Prepare and process all requests for certificates of insurance as required within 24 hours of request.
• Review all applications, policies, endorsements and audits for accuracy.
• Setup and prepare new account files per agency procedures.
• Invoice all premium bearing transactions.
• Notify producer of any unpaid audits and request appropriate actions be made according to agency collections procedure.
• Prepare account summaries as required.
• Prepare ID cards, evidence of property, certificates, binders, and/or obtain underwriter approval on manuscript endorsements.
• Deliver policies, and related documents to insureds as needed.
• Maintain suspense items in a timely manner.
• Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
• Participate in seminars and classes for skill and knowledge development.
• Maintain all client activity in the agency automation system.
• Service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
• Prioritize work load and/or request for assistance as required.
• Assist other agency departments in securing and/or providing information necessary to issue appropriate policies in their department for which we have a mutual client.
• Meet with clients to discuss and handle their insurance needs.
• Assist prospects/insureds until an Account Executive is available.
• Assist Claims Department in providing coverage information.
• Keep producers fully informed of all important activities on their accounts.
• Obtain expiration dates for policies not written by us to follow-up on and quote.
• Assist other departments and producers in cross selling and account rounding.
• Immediately report all malfunctions of system software to the systems manager.
• Assume other job responsibilities as assigned by Account Executives or Dept Manager

Qualifications

• Valid Maryland property and casualty license in good standing.
• Minimum of a High School Diploma or equivalent, preferred associate or bachelor's Degree.
• Comprehensive knowledge of commercial insurance and products.
• Excellent oral and written communication.
• Excellent organizational skills and the ability to prioritize and multi-task in a fast-paced environment.
• Minimum of 5 years' experience in a customer service position.
• Experience with EPIC, MS Word, MS Outlook and MS Excel