Commercial Lines Account Manager-Middle Market
The James Allen Companies Inc.
Responsibilities
As a Senior Commercial Lines Account Manager, you’ll assist account executives and producers in client service initiatives and processing renewals.
- Coordinate renewals with Producers and Account Executives.
- Assist with marketing renewal business and preparing presentation packets.
- Handle client inquiries regarding insurance, claims or administrative issues.
- Verify accuracy in renewal policies and generate billing invoices.
- Process policy changes, cross-sell additional services, and manage expiration logs.
- Maintain up-to-date files.
- Follow up on outstanding orders and communications.
- Perform special projects and contribute to a positive work environment.
Qualifications
- 2 years of experience in a similar role and a solid understanding of commercial lines underwriting and coverages.
- Familiarity with Applied EPIC is preferred.
- A self-starter with strong communication skills, creativity, and the ability to work independently or as part of a team.