Join Our Talent Community! - Commercial Lines Account Manager
Remote
Job Summary
Manage client accounts by preparing submissions for new and renewal business, setting up account files, and processing cancellations per agency procedures. Handle invoices within 48 hours and collect premiums, while reviewing audits, policies, and carrier memos for accuracy. Respond to client requests for ID cards, certificates, and binders within 24 hours, and evaluate exposures to negotiate and interpret coverage. Maintain detailed documentation in the account management system and review monthly reports on aged receivables and renewals. Work with producers to determine marketing strategies 120 days prior to expiration and alert management of incidents requiring approval.
Required Qualifications
- 3+ years' experience in commercial lines insurance
- High school diploma or equivalent
- Active DOI P&C License
- Knowledge of AMS360 OR Epic system or similar agency management system
- Located in Pacific or Mountain Time Zones
- Must meet state licensing requirements as required by the applicable DOI
- Must not have been disqualified or barred from licensure
- Must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034
Desired Qualifications
- College degree
- Professional designation
- Good listening skills
- Attention to detail
- Positive attitude
- Knowledge of commercial insurance and products
- Open to future opportunities
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