Commercial Lines Account Manager (Carmel, IN)

Commercial Lines Account Manager (Carmel, IN)

Posted 2 weeks ago

Purpose:

To provide assistance to producers in handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines; to provide customer service to clients as assigned and requested. Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts.

Responsibilities:

  • Provide positive, prompt, accurate, and courteous service.
  • Be familiar with and follow agency E&O guidelines and service commercial lines accounts in a manner to eliminate gaps in coverage, thus reducing our E&O exposures.
  • Maintain electronic and/or paper files in an orderly, up-to-date manner.
  • Perform special projects at management’s request.
  • Prioritize work load and/or request for assistance as required.
  • Check manual policies
  • Receive any emails coming in from carriers that need forwarded to others (centralized CL email inbox)
  • Receive any faxes that front desk can’t determine where they go
  • Mail (open, date stamp, sort and distribute)
  • Scanning and filing in Share Drive
  • Run surplus lists and work through download reports
  • Maintain all client activity in AMS 360 and follow procedures
  • Order loss runs, issue renewal binders, invoices, ID cards and certificates
  • Assist in New Business workflow
  • Receive change requests for endorsements
  • Issue all on-demand certificates
  • Perform other related duties as assigned.

Requirements:

  • Experience: At least two (2) years’ experience in similar position is desirable.
  • Education requirement: College degree preferred. High school diploma or equivalent (GED) is required.
  • Must be able to understand and analyze commercial lines insurance coverage’s, forms, procedures, and policy rating systems.
  • Should have thorough understanding of commercial lines underwriting and coverages.
  • Must be proficient in a variety of computer software applications in word processing, spreadsheets, database, and presentation software (MSWord, Excel, Outlook, Access and PowerPoint).
  • Proficient in AMS 360 insurance software.
  • Professional designation is a plus.

Job Features

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