Commercial Lines Account Manager
Commercial Lines Account Manager - Full-time Position:
Our mid-size insurance agency located in Middleton, MA is looking for someone to fill a full-time opening. This individual will be responsible for servicing an existing Commercial Lines book of business currently set up on a letter split. They will manage current clients' accounts on a day to day basis, which includes but is not limited to the following:
- Daily client interaction
- New Business (obtaining client info, acords, marketing, quoting, processing)
- Renewal marketing
- Renewal processing, letters, summaries of insurance
- Endorsements
- Account rounding & cross selling
- Coverage recommendations
- Billing
- Claims
- Certificates of insurance
This individual will be required to maintain client files accurately and consistently, provide proper documentation in AMS (agency's management system) and effectively communicate with clients and carriers. They will be responsible for following the agency's procedures and must adhere to the standards, guidelines and timelines.
Candidate should have Bachelor's degree or equivalent and a minimum of two (2) years of Commercial Lines experience handling small to medium sized accounts. Background in AMS360 agency management systems would be a plus. Candidate should currently have a Property and Casualty license, or must obtain one within an agreed upon timeframe. Must be a team player with strong computer, communication and relationship building skills.