Commercial Lines Account Manager - Insurance Details

Commercial Lines Account Manager - Insurance

SB One Insurance Agency, Inc. - Augusta, NJ

Employment Type : Full-Time

Our agency is expanding and we are looking to hire the right individual to join our outstanding Commercial Lines service team. We are currently seeking to fulfill a full-time position. Our Account Managers will be responsible for providing exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have.

Health Insurance

Life Insurance

Paid Holidays

Bonus Opportunities

Paid Time Off (PTO)

Dental Insurance

Vision Insurance

Weekends Off

401K Plan

Healthcare Spending Account

Career Development & Growth

Team Building Activities

Hands On Training

• 
  Responsible for maintaining and managing a small to mid-size book of business in accordance with the Agency’s renewal timeline as efficiently as possible

• Assists clients in making appropriate coverage changes and informs and educates clients about coverage, exclusions and exposures

• Submit renewal applications, coverage specifications, loss runs, and loss summaries to the marketplace and negotiate directly with the markets

• Maintain appropriate level of communication with clients

• Be proactive and organized in the renewal process to exceed client expectations

• Adhere to internal processes, timelines, and protocols

• Complete and prepare certificates of insurance with the ability to review the insurance requirements within a contract and issue accordingly, generate proposals, issue Auto ID cards, input billing, policy changes, policy summaries, coverage reviews, and suspense follow up

• Check policy coverages and endorsements for accuracy

• Verify the accuracy of Direct Billed and Agency Billed items

• Other duties as assigned

• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Confident, self-starter who works well independently.
• Must have ability to multi-task.
• Career minded vision.
• Follow through and exceed current and prospective client expectations.
• Great Customer Service Skills.
• Works well with other employees and is a team player with a positive attitude.
• Be able to obtain or currently possess a Property & Casualty insurance license.