Commercial Lines Account Manager

Commercial Lines Account Manager

The James Allen Companies Inc.

Position Description: Commercial Lines Account Manager

Position Overview: The Commercial Lines Account Manager plays a crucial role in managing and nurturing relationships with commercial clients. This includes the ongoing management, retention, and growth of new and renewal accounts, closely collaborating with producers to secure, market, and place coverage. A focus on delivering exceptional customer service and maintaining expertise in commercial property and casualty insurance underlines the role.

Key Responsibilities:

  • Analyze client needs, handle inquiries regarding coverages, billing, and more within a designated book of business.
  • Support producers technically to help clients and achieve strategic goals.
  • Gather information and documentation from clients to manage accounts effectively.
  • Liaise with underwriters and companies for quotes, endorsements, and policy adjustments.
  • Create and manage policy documents such as binders, certificates, and endorsements.
  • Prepare proposals for renewals and new business, in partnership with producers.
  • Guide clients through the claims submission process and provide updates on claim statuses.

Additional Responsibilities:

  • Process payments, manage cancellations, and follow up as necessary.
  • Handle audits, policy renewals, and direct billing with accuracy.
  • Manage incoming email and mail, responding efficiently and appropriately.
  • Fulfill other duties as needed.

Skills and Abilities:

  • Independent working capability with minimal supervision, within the bounds of agency policies and insurance laws.
  • Strong communication skills for explaining complex issues and interpreting detailed information.
  • Comprehensive understanding of insurance products, markets, and technical aspects of commercial and property insurance.
  • Professional demeanor, commitment, and self-motivation.
  • EPIC Agency Management is a plus

Qualifications:

  • High School diploma or equivalent; further education is preferred.
  • Minimum of 2 years’ experience in commercial or personal property & casualty insurance.
  • Active property/casualty insurance license, or ability to obtain.
  • Proficient in MS Office suite; willingness to learn new software as needed.
  • Exceptional people skills and commitment to customer service excellence.
  • Effective time-management, prioritization, and attention to detail.
  • Insurance Certifications are a plus
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