Commercial Lines Account Manager

The Commercial Lines Account Manager will play a key role in the daily operations of MountainOne Insurance Agency. In this important role, the CL Account Manager will provide friendly and helpful support and assistance to Commercial Lines insurance clients. It is the responsibility of the CL Account Manager to serve clients efficiently and professionally and to maintain a high level of industry knowledge and to know their customers and fully understand their needs.
Primary Responsibilities:

• Actively perform exposure analysis/account reviews and discuss insurance needs with clients by phone, e-mail, written communication and in person;
• Work with agency Producers and Marketing Coordinator to coordinate client service needs.
• Manage, underwrite and market client accounts as needed;
• Participate in renewal meetings and actively manage the insurance renewal process for clients, including marketing, quoting, rating and placement;
• Document all communications and interactions with clients, carriers and others in the computer system;
• Address insured?s questions and concerns regarding policies, coverage, and premium payments promptly via phone, e-mail, written communication, and in person;
• Update and maintain accurate client data such as address, phone numbers, email addresses and other contact information;
• Actively conduct account reviews;
• Round and upsell client account coverage.
• Communicate with company personnel regarding coverage availability via phone, e-mail, and written communication;
• Initiate appropriate policy and endorsement issuance via in-house computer and internet, as well as any other supplemental forms, reports, etc.;
• Work with staff, supervisors, and management to institute and implement departmental policies and procedures;
• Maintain compliance with all related company policies, standardized procedures and regulations;
• Continuing education to keep abreast of company, agency, and computer updates.
• Visit clients as needed to review insurance portfolio;
• Issue certificates, binders, etc. according to client?s needs and complying with all laws and regulations.
• Handle insured?s premium payments, via in-house or internet payment methods;
• Perform same work-related responsibilities to other company locations, as required.
• Any other duties as assigned.

Job Type: Full-time