Commercial Lines Account Manager

Responsibilities

• Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts.
• Assist producers in handling and processing new commercial lines business.
• Review renewal requests, endorsements, and audits for accuracy.
• Prepare Auto , Evidence of Property, Summary of Insurance, Certificates of Insurance and binders.
• Obtain renewal information requested by the underwriter.
• Prepare pre‑renewal packets and maintain underwriting and marketing information by carrier.
• Review company‑issued new and renewal policies for accuracy in rating, typing, endorsements, forms and coverages.
• Review all Accord applications for accuracy.
• Work with accounting to invoice all premium‑bearing agency bill transactions.
• Handle telephone requests and written miscellaneous correspondence (e.g., bank requests).
• Process cancellation requests.
• Keep up to date on insurance forms and coverage changes through bulletins and circulars.
• Process claims and follow up as needed.
• Service commercial line selective accounts to eliminate gaps in coverage, thus reducing our E&O exposures.
• Provide prompt, accurate, courteous service to customers, producers and company personnel.
• Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible.
• Complete necessary Accord applications for account rounding and adding additional lines of business.
• Remarket existing business as needed based on market needs and customer requests.

• Bachelor’s degree (from an accredited university) in Business or related field or a combination of education and experience.
• Minimum of two years commercial lines experience (preferred).
• Thorough understanding of commercial lines insurance and products (preferred).
• Licensed per state requirements – or willing to obtain.
• Have one insurance designation (e.g., CISR, CIC, CRM) – or be willing to obtain.
• Self‑starter, think outside the box, imaginative, and creative with good communication skills both verbal and written.
• Detail‑oriented and solid listening skills.
• Team player with a can‑do attitude.

$29,000 - $35,000

Entry level

Full‑time

Finance and Sales

Insurance

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