Insurance Commercial Lines Account Manager

Insurance Commercial Lines Account Manager

The primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating/margin targets and fostering a culture of performance and continuous improvement.

This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.

Major duties and responsibilities include:

• Services Commercial Lines Book of Business, including:
• Builds and solidifies relationships with existing clients by providing ongoing customer care
• Endorsements
• Billing/payments (invoice transactions, record payments, prepare finance agreements)
• Assists Claims Coordinator (when needed)
• Creates new/renewal business submissions
• Loss runs (create letters, order loss runs / obtain/order experience modifiers)
• Gathers & helps complete supplemental applications & supporting documentation
• Issues certificates, evidence of insurance, auto , and binders
• Processes and mails out policies
• Creates proposals for Producers
• Cancellation tracking and processing (pending and cancelled)
• Audit tracking
• Issues and Processes Bonds
• In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely manner
• Supports one or more Producers and is the first line of contact when the Producer is not available
• Remarkets accounts when necessary
• Account rounding for existing Commercial Lines business
• Rating and Comparisons
• Builds carrier relationships and keeps up with carrier updates and underwriting information
• Maintains complete and accurate client and policy data and documents within the operating systems

Employee specifications:

Education and

Work Experience:

• High School Diploma or GED equivalent, College Degree preferred
• 3-7 years Commercial Lines insurance account management experience is required
• Oklahoma and TX Property & Casualty Insurance License

Thorough knowledge of commercial lines coverages and markets

Experience with handling large, complex risks

Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable

Technical/Functional

Competencies:

• Proficient in PC operating systems – Applied Epic
• Proficient in Microsoft Office - Outlook, Word, Excel, etc.
• Knowledge of and experience with Insurance Carrier websites

All Locations:
Edmond, Moore

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at  for assistance. First United is an Equal Opportunity Employer.