Commercial Lines Account Manager

The Commercial Lines Account Manager will provide commercial lines service and support to clients and production staff by assisting, maintaining, and expanding assigned accounts.

Responsibilities

Provide commercial lines service and support to clients and production staff; Assist, maintain, and expand assigned accounts; Process daily mail, faxes, and emails, and respond to telephone inquiries for assigned accounts, including taking claim calls and reporting them to carriers; Review commercial applications, renewal requests, and endorsements to ensure adherence to underwriting authority and guidelines; Manage the renewal marketing of accounts, and obtain loss runs and experience modification worksheets; Prepare and process binders of insurance, policies, endorsements, certificates of insurance, audits, and cancellations; Secure the Insurance Coverage Review checklist for new and renewal accounts with revenue over $2,500; Enter required data into the system and maintain account files, expiration records, and follow-up systems; Prepare billings and invoices, process premium finance agreements, and assist in collection of premiums and audits; Prepare Excel spreadsheets and premium breakdowns, and provide backup support to other Commercial Service Agents; Develop and maintain working relationships with company marketing representatives, underwriters, clients, producers, and fellow employees; Develop and maintain technical knowledge of commercial lines coverage and rating, attend carrier and industry meetings, and follow company guidelines, policies, and procedures, including continuing education required for licensing

Requirements

NJ Property & Casualty Agent's License in good standing; High School Diploma; Over two years of experience in service, general agency, or company roles; Extensive technical expertise in all areas of commercial lines insurance coverage; Comprehensive knowledge of insurance products and their uses; Proficient knowledge of the Microsoft Windows environment, including Word, Excel, PowerPoint, and Publisher; Ability to create, edit, and merge letters, spreadsheets, labels, etc.

Nice to have

Bachelor's degree, designation, or equivalent professional experience

Benefits

Medical/Rx; Dental; Vision; Life Insurance; Disability Insurance; ESPP; 401k; Student Loan Assistance; Tuition Reimbursement; Free Mental Health & Enhanced Advocacy Services; Paid Time Off; Holidays; Preferred Partner Discounts