Insurance Commercial Lines Senior Account Manger

Insurance Commercial Lines Senior 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. This position supports key business outcomes such as client retention, satisfaction, and premium retention, and it plays a supporting role to Producers.

• Builds and solidifies relationships with existing clients by providing ongoing customer care.
• Processes endorsements, billing/payments (invoice transactions, record payments, prepare finance agreements).
• Assists Claims Coordinator when needed.
• Creates new and renewal business submissions.
• Generates loss runs (letters, orders, experience modifiers).
• Collects and helps complete supplemental applications and supporting documentation.
• Issues certificates, evidence of insurance, auto , and binders.
• Processes policies and mails them out.
• Creates proposals for Producers.
• Tracks and processes cancellations (pending and canceled).
• Audits tracking and issues bonds.
• Takes a leadership role in the renewal process in partnership with the Production team, delivering timely and high-quality solutions to clients.
• Supports one or more Producers and serves as first line of contact when the Producer is not available.
• Remeets accounts when necessary; accounts are rounded for existing Commercial Lines business.
• Rates and compares policies.
• Builds carrier relationships and stays current with carrier updates and underwriting information.
• Maintains complete and accurate client and policy data and documents within operating systems.

• High School Diploma or GED equivalent; college degree preferred.
• 3‑7 years of Commercial Lines insurance account management experience.
• Oklahoma and TX Property & Casualty Insurance License.
• Thorough knowledge of commercial lines coverages and markets.
• Experience handling large, complex risks.
• Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirable.

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

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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