Commercial Lines Account Manager

• Communicate with HUB associates, clients and carriers via phone and email regarding commercial lines policies and products
• Run Motor Vehicle Reports and advise clients whether employees are eligible drivers
• Sort, scan and process new mail items
• Deliver policies in the format and timeframe advised by the Client Manager
• Request, process and handle mid-term change requests
• Document communications and activities for compliance and organization
• Coordinate policy expirations and process renewal information
• Create new and renewal certificates of insurance templates in CSR
  24
• Process complex certificates of insurance and contract reviews
• Process policies, cancellations and endorsements
• Prepare and update renewal proposals and summaries
• Complete policy application details for newly bound policies in Epic
• Follow up on cancellations and billing issues with clients and carriers
• Assist with claim reporting and follow-up
• Pursue and maintain professional insurance designations as recommended
• Perform other duties assigned by the Commercial Client Specialist Supervisor and/or Commercial Lines Operations Manager

• Prior working experience in the insurance industry or knowledge of commercial insurance and products is highly preferred
• Ohio Property and Casualty licensure is required, or needs to be obtained within 90 days of employment
• Professional designations are preferred
• High school diploma or equivalent is required
• Strong understanding and comfort using Microsoft Office tools (Word, Excel, Outlook, PowerPoint)
• Existing knowledge of Applied Epic is preferred
• Strong customer service, organization and time management skills
• Strong decision making and problem-solving skills
• 2-5 years of relevant experience
• Ability to travel up to 25%

Demonstrates expertise in commercial insurance processes, including policy management, compliance documentation, and client communication. Proficient in using Applied Epic and Microsoft Office tools to enhance operational efficiency and customer service.

• Ohio Property And Casualty Licensure
• Commercial Insurance Knowledge
• Applied Epic Proficiency
• Customer Service Skills
• Time Management Skills

• Policy Management
• Certificate Of Insurance Processing
• Motor Vehicle Report Analysis
• Policy Application Completion
• Mid-Term Change Request Handling

• Strong Decision Making
• Problem-Solving Skills
• Organization Skills

• Professional Insurance Designations
• Ohio Property And Casualty License

• Commercial Lines Policies
• Insurance Industry
• Client Communication
• Policy Expiration Coordination
• Renewal Proposals

• Microsoft Office
• CSR
  24
• Applied Epic