Job Summary:

The Commercial Lines Account Manager performs the essential functions of the position, which include aiding Sales Executives and Account Executives and clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.

Primary Responsibilities:
• Provides technical support to Producer(s)/Account Executive(s); specifically in analyzing client needs, coverage forms and quotations.
• Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
• Orders and issues binders, certificates, policies, endorsements and other related items, that are unable to be completed by the Assistant Account Manager Team; verifies their accuracy; forwards them to client with appropriate correspondence.
• Determines if direct or agency billing account and invoices accordingly.
• Prepares summaries of insurance, schedules and proposals for presentation as needed.
• Processes renewals in coordination with Producer(s)/Account Executive(s) according to agency procedures.
• Reviews audits of policies; verifies accuracy and facilitates corrections or disputes, as needed, between client and carrier.
• Verifies policy and policy change information, facilitating corrections when necessary.
• Processes incoming mail and phone requests, responding promptly and appropriately.
• Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards.
• Processes and following up on cancellations requests to carriers to ensure accurate and timely resolution; acts to save accounts; maintains agency in financial equity whenever possible; notifies Sales Executive/Account Executive(s).
• Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status, according to agency procedures.

Personal and Organizational Development
• Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Maintains a cordial and effective relationship with clients, co¬workers, carriers, and other business contacts.
• Keeps informed regarding industry information, new product information, legislation, coverage's and technology to continuously improve knowledge and performance.
• Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.

• Minimum of 5 years insurance experience
• Ability to manage multiple Producers (up to 5)
• Advanced Certificate Processing
• Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information, and respond appropriately.
• Ability to understand written and oral communication, and interpret abstract information.
• Property & Casualty Agents License – 2-20.
• Knowledge of insurance products and usage.
• Knowledge of insurance markets and reference to markets.
• Knowledge of insurance rating and underwriting procedures.
• Ability to carry out complex tasks with many concrete and abstract variables.
• Familiarity with computer and Microsoft Office processing programs.
• Ability to process written and other materials visually.