Commercial Lines Account Manager
- Salary: $70,000 - $80,000 annually (up to $85,000 for exceptional candidates, depending on experience)
- Benefits:
- Medical, dental, and vision insurance
- Remote work setup with provided equipment
- Onsite meetings approximately 8 times per year
- Manage a book of business valued at over $1.5 million, handling accounts ranging from $5,000 to $500,000.
- Provide claims and payment assistance to clients.
- Conduct policy renewals, coverage reviews, pricing, and delivery.
- Support new business sales, including sourcing, quote preparation, and presentation.
- Prepare ACORD and application forms.
- Handle inbound and outbound sales and service phone calls.
- Maintain and update data in the Applied Systems Epic agency management system.
- Collaborate with MGAs and underwriters to ensure efficient account management.
- Utilize Microsoft Outlook, Word, and Excel for daily tasks.
- Adapt to new responsibilities and learn new skills as needed.
- Licenses/Certifications: Property & Casualty (P&C) license required.
- Experience:
- Minimum of 5 years in commercial insurance account management.
- Experience with surplus lines is essential.
- Proficiency in Applied Systems Epic is preferred.
- Technical Skills: Proficient in Microsoft Outlook, Word, and Excel.
- Soft Skills:
- Personable and approachable demeanor.
- Strong team player with excellent communication skills.
- Ability to work independently and manage multiple priorities effectively.
- Work Environment:
- Remote work environment with occasional onsite meetings (approximately 8 times per year).
- Must be available for initial onsite training.
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