COMMERCIAL LINES ACCOUNT MANAGER
Position Description
Job Title: Commercial Lines Account Manager
Reports to: Commercial Lines Team Leader
Job Summary: The Commercial Lines Account Manager performs the essential
functions of the position, which includes aiding Sales Executive/Producer(s), coordinating with Marketing Specialist on new and renewal marketing of accounts, and maintaining client relationships. Specific client service, data entry, and problem-solving responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency.
Primary Responsibilities:
- Provides technical support to Sales Executive/Producer(s); specifically in analyzing client needs, coverage forms and quotations.
- Assists in new and renewal processes in coordination with Sales Executive/Producer(s) and Marketing Specialists.
- 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 if necessary.
- Prepares worksheets and summaries of insurance, schedules and proposals as needed.
- Processes renewals in coordination with Sales Executive/Producer(s) 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.
- Assists the client with billing questions and payments.
- Processes incoming email, mail and phone requests, responding promptly and appropriately.
- Uses agency credit and collection policy in invoicing and pursuing prompt payments; request cancellations from the carrier according to agency standards
- Determines reasons for requests for cancellations; acts to save accounts; notifies Sales Executive/Producer(s).
Personal and Organizational Development
- Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Maintains a cordial and effective relationship with clients, co- workers, carriers, vendors and other business contacts.
- Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
- Interacts with others effectively by utilizing good communications skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the agency.
- Intelligence, the ability and willingness to solve problems.
- Ability to communicate orally and in writing with others to explain complex issues, receives and interprets complex information, and responds appropriately.
- Ability to work well with many types of people.
- Ability to understand written and oral communication, and interpret abstract information.
- Ability to prioritize work load.
- Property, Casualty Agents License. Preferred.
- Knowledge of insurance products and usage’s. Preferred.
- Knowledge of insurance markets and reference to markets. Preferred.
- Knowledge of insurance rating and underwriting procedures. Preferred.
- Familiarity with computer, excel and word processing programs.
- Fast-paced environment with significant telephone and personal disruption. Large number of multiple steps in complex system performed with accuracy and speed is essential to the successful completion of tasks.
- This job description is intended to describe the level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties.
Skills Required
- Ability to solve problems and interpret complex information
- Strong oral and written communication skills
- Ability to work effectively with diverse people
- Ability to prioritize workload
- Property and Casualty Agents License
- Knowledge of insurance products and usages
- Knowledge of insurance markets
- Knowledge of insurance rating and underwriting procedures
- Familiarity with computer, spreadsheet, and word-processing programs
What We Do
Starr-Mathews Agency, Inc. is a locally owned independent insurance agency that has been serving clients in Georgia and Tennessee since 1920. The company specializes in providing home, car, health, life, and business insurance services, as well as financial solutions. Their mission is to find the best insurance products and financial solutions tailored to meet the specific needs of their customers.
