Job details

Commercial Lines Account Manager

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Description

POSITION SUMMARY

The Commercial Lines Account Manager works to maintain a high level of customer service to retain established accounts and to solicit new business as opportunity presents itself.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

Maintaining a professional connection between clients, the agency and company underwriter.
Review and process mail using personnel and procedures in place for support.
Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
Request policy amendments.
New business and policy renewal marketing. This includes preparation of application, rating and forwarding to designated companies, for the correct placement and coverages for each risk. Information is then communicated to the insured or prospective client.
Preparation of new business or renewal proposals as needed.
Communicate quotes to customers regarding policies, costs, consequences, and obligations.
Keep records of client activity documenting file with details for follow up.
Check monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
Process invoices to client.
Work with Accounting Department regarding insureds’ billing and account current.
Performing other duties as assigned

PHYSICAL DEMANDS AND WORK ENVIRONMENT

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

NOTE

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Requirements

MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)

Prior experience in related field preferred.
Receive/Maintain appropriate agent licensing within 90-days of employment.
Ability to multitask
Self-motivated
Proficient in Microsoft Office, specifically Excel, Word, and PowerPoint
Excellent oral and written communication skills
Excellent customer relationship skills
Positive, friendly, and professional attitude

Average salary estimate

$60000 / YEARLY (est.)

min

max

$50000K

$70000K

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What You Should Know About Commercial Lines Account Manager, United Insurance

If you’re a motivated individual passionate about providing top-notch service in the insurance industry, the Commercial Lines Account Manager position at our Rumford, Maine office might be your perfect match! In this dynamic role, you'll become the key point of contact between our clients and underwriters, ensuring a seamless flow of information to maintain strong relationships. Your days will involve handling inquiries, processing requests, and managing the lifecycle of insurance policies, from new applications to renewals. You’ll engage with clients by communicating coverage options, preparing proposals, and reviewing existing policies to make necessary adjustments. We're looking for someone who's organized and can juggle multiple tasks, as you’ll be keeping detailed records of client interactions and ensuring timely follow-ups. With your expertise, you’ll not only retain established accounts but also seize opportunities to grow our business. To excel in this role, you will need to be self-motivated, possess excellent communication skills, and have a positive, professional attitude. Ideally, you come with some prior experience in a similar field and proficiency in Microsoft Office tools. Join us as we continue to provide exceptional service and build lasting relationships with our clients!

Frequently Asked Questions (FAQs) for Commercial Lines Account Manager Role at United Insurance

What are the key responsibilities of a Commercial Lines Account Manager at this company?

As a Commercial Lines Account Manager, your core responsibilities include maintaining and managing client relationships, processing mail and requests, preparing new business proposals, and handling policy renewals. You'll be communicating directly with clients to address inquiries about their policies and coverage options, as well as coordinating with underwriters to ensure that clients receive the best service possible.