Job Description
Commercial Lines Account Manager
Job Summary
Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role is pivotal in ensuring seamless policy management, exceptional client service, and efficient coordination with carriers. The ideal candidate will bring a strong background in commercial lines insurance, a proactive approach to problem-solving, and a commitment to delivering top-tier customer service.
Compensation Package
- Hourly Rate : $28 - $35 per hour
- Competitive benefits package, paid time off, professional development opportunities, etc.
Responsibilities
Process new business packets, financing agreements, and policy documents.Coordinate with carriers to obtain and review renewal quotes.Work with producers to finalize renewals and send quotes to insureds.Ensure accurate issuance of certificates, endorsements, and policy updates.Manage carrier and state filings (CCB, DOLI, etc.).Process policy endorsements, issue ID cards, and handle invoices.Investigate and resolve policy / endorsement errors or discrepancies.Maintain accurate client records in the agency management system.Assist insureds with filing claims and track claim progress.Process direct-bill and agency-bill audits, ensuring accurate invoicing.Provide exceptional customer service to insureds and carriers.Respond to billing inquiries and carrier questions.Attend carrier meetings and stay updated on carrier appetites.Qualifications / Requirements
Experience : 2+ years in commercial lines insurance account management preferred.Licenses : Active Oregon Property & Casualty (P&C) insurance license required.Technical Skills : Proficiency in agency management systems and familiarity with carrier processes.Soft Skills : Strong organizational skills, attention to detail, and excellent communication abilities.Teamwork : Ability to work independently and collaboratively within a team environment.Disclaimer : Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.
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