Commercial Lines Account Manager

Commercial Lines Account Manager

_Career Opportunity - _Commercial Lines Account Manager

If you are looking for:

• An employer that _provides tremendous growth_ and invests in your learning.
• A professional work environment where _teammates_ are supportive and accountable.
• An opportunity to _teach new tools and technology_ to your clients and community.
• Standard working hours, with options for _remote work_ and flexible schedules.
• A competitive salary with _outstanding benefits._
• A _family-oriented_ employer that has been in business for over 60 years.

Then we should talk, because we are always looking for:

• Self-motivated individuals with an "old-fashioned"_ work ethic and positive attitude._
• Someone with a proven ability to support and potentially lead a _team._
• A quick learner who can grasp _new concepts & ideas_ in a fast paced environment.
• _A client-focused professional_ who is able to listen, communicate, and teach technology.

Summary

We are looking for an experienced Commercial Lines Account Manager to join our team! This role is responsible for providing "client-first" customer service to commercial insurance clients while supporting Producers with new business and renewal opportunities. The ideal candidate is an experienced insurance professional who enjoys building strong client relationships, solving problems, staying organized, and being a trusted resource for clients and our team.

Qualification Requirements

_To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions._

Minimum Qualifications

• _2 years insurance experience_
• _NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment_

Knowledge, Skills, and Abilities

• Ability to identify coverage needs and confidently discuss insurance solutions with clients.
• _Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc._
• _Must have excellent communication skills; written and verbal._
• _Must excel at being client focused and able to work independently or in a team-oriented environment._
• _Should have demonstrated effective presentation skills through both verbal and written communication_

Supervisory Responsibilities

_May have some supervisory responsibilities as the business grows._

Essential Functions

• _Manage and service a designated book of commercial insurance accounts while providing responsive, professional, and client-focused service._
• _Handle inbound client requests, including quotes, policy changes, coverage questions, certificates, and other service needs._
• _Work closely with Producers to support new business and renewal opportunities._
• _ _
• _Gather information, complete applications, and assist with the preparation and processing of new and renewal business._
• _Review policies, renewals, audits, cancellations, and other account activity to ensure accuracy and timely follow-up._
• _Assist clients with claims, billing questions, loss control matters, and other insurance-related concerns._
• _Communicate regularly with clients, insurance carriers, Producers, and agency staff to resolve issues._
• _Maintain accurate and complete account documentation and follow established agency procedures and service standards._
• _Respond to client requests in a timely manner._
• _Maintain required insurance licensing, continuing education, and professional designations as applicable._
• _Performs other functions as assigned by management_

Physical Demands

_This is primarily a sedentary role; however, some filing is required, which would require the ability to lift files, open filing cabinets and bend or stand, as necessary. _

Work Environment

_This job operates in a clerical, office setting. This position routinely uses standard office equipment such as computers, phone, copier, filing cabinets and fax machine._

Travel

_Occasional travel may be required._

_Disclaimer: The above statements are intended to describe the general nature and level of work being performed by individuals assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the position. All employees may have other duties assigned at any time._

_We are committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training._