Commercial Lines Account Manager

Commercial Account Manager

Location:

Downtown Tulsa Salary: $45K - $55K

The Commercial Account Manager supports clients by managing service needs, making account changes, and maintaining high-quality service standards. This position assists Producers/Account Executives in handling new and renewal commercial business, ensuring efficient processing, and meeting service and sales goals.

Essential Functions:

• Complete and submit applications for new and renewal business, ensuring accuracy.
• Coordinate with producers to prepare proposals and submit applications to carriers.
• Perform policy rating and calculate premiums using carrier systems.
• Issue binders, invoices, endorsements, certificates, and policies as needed.
• Handle policy audits, cancellations, and discrepancies, ensuring timely resolution.
• Maintain client correspondence, follow-up on pending orders, and keep organized files.
• Process cancellations and work to retain accounts as necessary.
• Assist clients, respond to inquiries, and refer business to other departments as needed.
• Participate in training and stay updated on industry standards and underwriting guidelines.

Knowledge, Skills, and Abilities:

• Strong knowledge of rating procedures, coverage, and insurance markets.
• Proficient in agency management systems and PC applications.
• Ability to work in a fast-paced, evolving environment and manage multiple priorities.
• Strong verbal and written communication, with excellent interpersonal skills.
• Ability to maintain confidentiality and adhere to company policies and procedures.

Other Requirements:

• Property and Casualty license required.
• 2-4 years of account management experience preferred.
• Bachelor's degree or industry designations (CPCU, CIC) preferred.

Working Conditions:

• Office-based, fast-paced environment with occasional physical tasks (lifting up to 20 lbs).
• Requires regular use of computer workstations, including keyboard and video display.