Responsible for day-to-day account management, including processing policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up
Build courteous and successful relationships with clients, vendors and carriers to improve client retention
Identify gaps in coverage and consult and advise the client
Manage the renewal process as needed
Review internal compliance and client disclosure requirements
Assist in growing the book of business through account rounding and referrals
Document renewal, sales, and insurance operations compliance documents into the sales management database and agency management system

5+ years’ experience in the insurance industry, or a related field
College Degree in a business-related field (preferred)
Experience with Applied Epic (preferred)
Valid State Issued P&C Insurance license
Knowledge of insurance coverages, contracts, and state regulations where business is conducted
Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, Power Point, and Publisher.

Senior Account Manager, Commercial Lines

Key skills