Commercial Lines Account Manager Small Acounts

Job Description

Commercial Lines Account Manager

Reports To:

Job Description

  • Aiding Clients with service needs and making changes to existing accounts.
  • Provides support to Sales Executive; analyzing clients needs, coverage form and quotations.
  • Complete applications in coordination with Sales Executive; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
  • Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
  • Determines if direct or agency billing is appropriate and invoice accordingly.  Processes Finance Agreements.
  • Prepares summaries of insurance, schedules and proposals.
  • Processes renewals in coordination with Sales Executives according to agency procedures.
  • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
  • Verifies policy and policy change information, facilitating corrections when necessary.
  • Processes incoming mail and phone request, responding promptly and appropriately.
  • Determines reasons for request for cancellations; acts to save accounts; notifies Sales Executives.
  • Processes and follows up on cancellation requests to carriers to ensure accurate and timely resolution.
  • Assists clients in submitting first report of claims.
  • Identifies exposure to loss and recommends appropriate coverages in coordination with Sales Executive.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintains a cordial and effective relationship with clients, co-workers, carriers, and other business contacts.
  • Keeps informed regarding industry information, new product information, coverage and technology to continuously improve knowledge and performance.
  • Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of Jowers-Sklar Insurance.
  • Meet service and sales delivery standards developed by Jowers-Sklar Insurance.

Location:  Northwest Georgia 

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