Commercial Lines Account Manager

KSI
$45,151 - $60,863 a year
Cedar Rapids, Iowa
Full time
1 day ago

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:

  • Candidates 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.

Apply
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