Job Description

Full Time Role

Onsite: in Mooresville, NC

SUMMARY:

The Commercial Lines Account Manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager will possess a wide range of commercial lines account management skills, including but not limited to customer service, administration, and sales. The position requires experience managing both small and large commercial accounts and a strong understanding of the underwriting process including new and renewal business.

RESPONSIBILITIES:

• Receive phone calls from clients and companies and comply with the request and/or refer to the producers
• Request renewal information from insured and send out applications if necessary
• Assist clients with amendments to submission applications
• Contact insured for updated renewal information at least ninety (90) days in advance and/or as directed by producer
• Service commercial accounts to prevent a gap and/or lapse in coverage, thus reducing our E&O exposures
• Support and assist insured with claims processing and inquiries
• Make personal contact with the marketing department to obtain the best markets for all new and renewal business. Perform or request all necessary ratings suDicient for policy quotes and/or issuance
• Prepare binders, certi-cates, endorsements, policies, lost policy releases, loss run requests and account balance status when requested
• Maintain AMS360 platform with updated client policy information and attachments
• Accounting: Send carrier payables to accounting, agency billing to client
• Assist clients with policy change requests
• Collaborates with Personal Lines Account Managers for commercial clients
• Communicates with supported Producer(s) on a regular basis to keep them updated on client activity

OTHER DUTIES/RESPONSIBILITIES

• Stays abreast of trends and products, pricing, and competitive markets.
• Participate in seminars and other training to maintain required licenses and for knowledge and skill development.
• Solicit business from new/referral sources.
• Ensure that all out-of-state business, the writing company is the winner of non-resident encounter signature arrangement in the state where the risk is located.

REQUIREMENTS:

• Full-time position (37.5 hours a week)
• 2-3 years of customer sales and service skills in the insurance industry desirable
• Attend insurance classes that will increase understanding of the industry and satisfy state licensing CE requirements
• Participate in company training classes as required
• Adheres to the Client’s Elite Governing Principles
• Adheres to Company Policies and Procedures as set forth

QUALIFICATIONS

• Excellent sales and customer service experience
• Excellent communication skills both verbal and written
• Strong attention to detail and organizational skills
• Possesses time management and the ability to prioritize
• Ability to multi-task and function in a fast-paced environment
• Ability to work in a collaborative environment
• Knowledge and use of Microsoft ODice, Word, and Excel
• AMS360 and Agency Zoom knowledge preferred but not required

EDUCATION

• High school diploma or general education degree (GED)
• NC Property & Casualty License required
• NC Life and Health license optional
• Nonresident licensing may be required