Account Manager, Commercial Lines
Polly
full-time
Posted on:
Location Type: Remote
Location: United States
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Salary
💰 $60,000 - $65,000 per year
About the role
- Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
- Develop and maintain relationships with clients to ensure that all service needs are met
- Develop new business from existing accounts and contribute to meeting departmental production goals
- Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage
- Prepare client proposals based on client’s needs, rates, and coverages
- Prepare all transactions for assigned accounts, i.e., applications, certificates of insurance, invoices, forms
- Maintain the accuracy of data in the agency management system
- May handle collections of premiums due
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
- Other responsibilities as assigned by Manager
Requirements
- Experience in commercial insurance
- Thorough knowledge of commercial lines coverages and markets
- Producers’ license
- Experience with Microsoft Office products
- Excellent organizational, interpersonal, communication skills and ability to work in a team
Benefits
- Medical, Dental and Vision benefits
- Health Savings Account with company match
- FSA, Dependent Care FSA and Commuter pre-tax benefit
- PTO allowance and holidays
- 401(k) plan with company match
- Employer paid Life Insurance
- Flexible working arrangements – remote, hybrid or on-site
- Paid Volunteer Hours
- Baby Cash and Paid Parental Leave
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
commercial insurancecommercial lines coveragesdata accuracyclient proposalsapplications preparationinvoices preparationcertificates of insurancepremium collections
Soft skills
organizational skillsinterpersonal skillscommunication skillsteamwork
Certifications
Producers’ license