Commercial Lines Account Manager; experienced

Purpose of Job

• To manage new business requests and secure annual renewals for new and renewal accounts.
• To work with Account Executives with tasks needed to provide top level service to RIA commercial clients/prospects.

• Manage a renewal book of business assigned by the agency
• Quote accounts online
• Communicate professionally with colleagues, clients & company partners
• Work with Account Executives on new and renewal accounts
• Accompany Account Executives on client visits when requested
• Prepare submissions and communicate with the necessary markets
• Distribute certificates
• Prepare information received for quoting purposes
• Further career development through continuing education and obtaining designations

• 5+ years of commercial insurance experience
• Advanced computer skills
• Self-Motivation
• Ability to work in a team environment
• Exceptional communication and time management skills
• Ability to multitask

• Semi-annual performance reviews will be conducted which entail, but are not limited to, new business production, processing efficiencies, workload management, and account retention.

• 401k Match
• Profit Sharing
• Section 125 - Daycare, Health, Dental & Vision
• 35 Hour Work Week
• Vacation
• PTO
• 7 Paid Holidays & Birthday off
• HSA Health Insurance - 100% of Employee Paid
• $50,000 Life Insurance - option to purchase additional coverage on employee, spouse & dependents at your cost
• Licensing & CE Scheduled & Paid by Agency
• Group Long Term Disability - at your cost
• Group Dental - at your cost
• Group Vision - at your cost
• Aflac Benefits - at your cost
• Legal Shield - Shared cost