Commercial Lines Account Manager
CurrentAccount Manager for Commercial Lines property & casualty insurance in small but active independent agency; focusing on customer service, client relations, sales, database maintanence, and general office management. - Client retention via customer service including - claims; new business and renewal quotes; payment arrangements; advising on and executing policy endorsements wherever needed; general consultations with regards to any client questions or concerns.- New business prospecting and consultation; assisting and consulting with prospective clients with regards to commercial lines risk management and coverage options; quoting across a variety of carriers and policy types to find the most effective coverage to meet the client's specific needs; assisting with completion and collection of all policy applications; arranging payments and collecting premiums.- Working closely with partner insurance carrier underwriters to maintain client engagement, coverage accuracy, and policy compliance.- Working closely with both clients and carriers to ensure the fair and efficient resolution of any policy claims; or questions regarding claims scenarios.- General office administation - database maintenance, fielding customer inquiries via phone, email, in-person appointments, and/or walk-ins; general maintenance of internal filing and payment systems, both physical and digital- Maintaining and supplementing current licensing requirements, and general knowledge of insurance products, methodolgy, regulations, and compliance.