Commercial Lines Account Manager
KSICedar Rapids, IA, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionCandidates must be a high school graduate with some college preferred A minimum of three years of work experience as a commercial lines account manager in the insurance industry required P&C Insurance licenses required or ability to obtain within 30 days of employment; maintain annually Proficient in Microsoft Word, Excel, Outlook, and able to quickly learn and utilize other computer applications Customer service experience or support, preferably in insurance industry Must have knowledge of Excel to enter data into spreadsheets and work with basic formulas. Experience using MS Office and Outlook as well as professional phone etiquette. Because this is a deadline-driven position working with several clients, we are looking for a candidate with strong time management and organizational skills. Strong consideration will also be given to candidates with Personal Lines experience.
Job Description
Job Description
Salary : DOE
We have a client that is seeking a Commercial Lines Account Manager in Cedar Rapids, Iowa. This individual must enjoy supporting clients of any size and take pride in the detail and follow-through necessary to support their insurance needs. This will be supporting a small agency with an established book of business.
In this fast-paced role, the Commercial Lines Account Manager makes a significant impact by supporting our sales and service needs in the following ways :
- Provides technical support to the agency specifically, in analyzing client needs, coverage forms and quotations.
- Completes applications in coordination with Insurance Producer; 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 invoices accordingly.
- Prepares summaries of insurance, schedules and proposals for word processing as needed.
- Processes renewals in coordination with Insurance Producer 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.
- Performs other duties as assigned.
Must meet service and delivery standards and perform all essential functions to the quality and expectations developed by the agency :
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Commercial Lines Account Manager • Cedar Rapids, IA, US