Account Manager - Commercial Lines
Job Description

 

Core Duties:

  1. Execute New Business Onboarding and Policy Received Process

    1. Review application and verify accuracy with policy issued

    2. Organize and issue new client correspondence and policy

    3. Update electronic file in agency management system

    4. Make sure all documents and electronic file are accurate

    5. Submit Cancellation Request (LPR) to prior agent

  2. Execute Client Services Core Process

    1. Assist with daily activities on the client’s account while meeting servicing standards

      1. Certificates of insurance, Identification cards, changes/endorsements, inspections
      2. Billing/payment issues
      3. Losses/claims
      4. Cancellations
    2. Continually evaluate clients' changing insurance needs for proper coverage

    3. Educate the client on coverages/limits/regulations, while retaining the business

  3. Execute Solicit Lost Client, and Touch Base with Existing Clients Core Processes

  4. Execute Renewal Reviews and Remarketing Core Processes

    1. Process renewals

    2. Review for accurate coverage, necessary changes and premium fluctuations

    3. Re-rate, if indicated, and follow up with the client

    4. Take appropriate action based on client review/renewal or request to remarket

Potential Duties:  

  1. Generate specialty market new business
  2. Execute new business core process

General Duties:

  1. Be a team player

    1. Act as chief problem solver

    2. Be a commercial lines subject matter expert

    3. Generate referrals to personal lines and referral partners

  2. Act as a back-up to Personal Lines when needed within defined parameters

  3. Answer and address or delegate incoming phone calls

  4. Process daily communication log

  5. Run reports per process

  6. Assist in coaching and mentoring of team members

  7. Maintain compliance with agency and industry standards

  8. Consistently follow the company’s core processes and operating system

  9. Maintain a strong work ethic with a total commitment to success each and every day

 

Submit your cover letter and resume to Tina@EaglePointIns.com.

Experience the value of an independent insurance agent.

 
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