Commercial Lines Account Manager

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
  
  Job Qualifications:
  • Commercial insurance experience preferred
  • Advanced computer skills
  • Self-Motivation
  • Ability to work in a team environment
  • Exceptional communication and time management skills
  • Ability to multitask
  Performance Measurements:
  • Semi-annual performance reviews will be conducted which entail, but are not limited to, new business production, processing efficiencies, workload management, and account retention.
  Benefits:
  • 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