Commercial Lines Account Manager-Middle Market

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.

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