Shepherd Insurance logo
Shepherd InsurancePosted 1 week ago

Commercial Lines Account Manager

On-siteSeymour, Indiana, United States

Full TimeMedium

Job Summary

Coordinate with insurance advisors to obtain policy information and maintain expiration control logs. Assist in marketing new and renewal business by evaluating premiums, preparing proposals, and generating billing invoices. Provide prompt client service by answering calls regarding coverage, claims, or administrative needs and delivering policy documents. Accompany advisors to client meetings when requested and assist in cross-selling efforts. Maintain a suspense system to track outstanding orders and follow up on overdue items.

Required Qualifications

  • Required state licensing certification
  • High school diploma or equivalent (GED)
  • Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems
  • Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system

Desired Qualifications

  • At least two (2) years' experience in similar position
  • College degree

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce