New Business responsibilities focused on new business applications, quotes, direct quotes, account cross sell, account rounding, account upsell and bookrolls
Account Management inclusive of renewal underwriting, endorsement processing, certificates of insurance and account support as needed
Serve as the primary contact and liaison with agents of the Service Center and managing the day-to-day servicing, renewals, and new business
Manages account(s) oversight directly with customers and agents to include New Business quoting, direct quoting and Renewal Underwriting
Respond to questions regarding product availability and discounts, billing and payment options, policy status, complaints and other customer/agent inquiries in a first time final manner.
Deliver strong customer service by responding within 24 hours to inquiries, concerns, emails, and faxes, and returning phone calls same day
Efficiently handle incoming calls and/or e-mails from existing customers and agents. May handle outbound calls and follow up work as required to process requests
Provide accurate policy information to policyholders and agents regarding commercial lines insurance products
Develop and maintain relationships with agents, customers, other team members
Maintain current understanding of service techniques, underwriting guidelines and product offerings
Research underwriting information and request appropriate underwriting support documentation needed for each account

Bachelor's Degree OR: Associate’s Degree and two (2) or more years of experience in customer service, agency, and/or underwriting experience at a company or agency level
High School Diploma and four (4) years of experience in customer service, agency, and/or underwriting experience at a company or agency level
Property and Casualty Agent’s License strongly preferred
Minimum of two (2) to four (4) years of customer service, agency, and/or underwriting experience at a company or agency level.
Experience in the commercial lines sector of insurance preferred.
Basic knowledge of property/casualty insurance products, insurance processing systems/procedures, Best Practices, state regulations, and customer service practices
Demonstration of self-development through attainment of professional insurance designations, CIC, CISR, CLCS, etc.

Medical, Dental, and Vision Coverage : Available to you and your dependents. Coverage begins the first of the month after start date.
401(k) with the first 3% matched at 100% : the next 6% is matched at 50%
Paid Time Off : Paid vacation, sick days, paid holidays, & bereavement days
Career Development : Including college partnership discounts and industry designation(s) reimbursements
Additional benefits include company-paid basic life insurance; short & long-term disability insurance; employee stock purchase plan; and employee assistance program (EAP).

Commercial Lines Account Manager

Key skills