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The Account Manager services small commercial lines insurance, maintaining relationships with clients and underwriters, managing accounts, and ensuring customer satisfaction.

Manage a book of commercial P&C business, providing service to clients and supporting producers in account growth and retention.

The Personal Lines Processor is responsible for processing insurance documents, providing administrative support to Producers and Account Managers, and ensuring transaction accuracy.

Account Managers service policies for commercial customers, maintain relationships, respond to inquiries, manage quotes, and handle complex accounts with a focus on customer service.

Generate commercial insurance leads and sales, assess client needs, recommend coverage, calculate premiums, prepare documentation, provide ongoing customer service, resolve complaints, and meet brokerage revenue goals.

Provide service and account management for personal insurance clients: review coverage, prepare quotes and applications, maintain agency management data, develop relationships and new business from assigned leads, handle transactions and premium collections, and support departmental production and profit objectives.

Perform carrier commission reconciliations, bank and premium trust account maintenance, post journal entries, process accounts payable, assist month-end close and variance analysis, and support auditors and regulatory filings for an insurance agency.

The Account Manager maintains client relationships, processes changes, educates clients about insurance policies, and cross-sells services. Strong communication and problem-solving skills are necessary.

The Commercial Lines Account Executive will generate leads, maintain client relationships, sell insurance products, and provide customer service.

The Commercial Lines Account Manager interacts with clients, promoting insurance products, providing customer service, and managing accounts.