Commercial Lines Account Manager

Job Title: Commercial Lines Account Manager

Location: Montgomery, Ohio

Purpose:

Help service and support all aspects of the relationships with Commercial Lines customers of Insurance Group and the customers of the Independent Strategic Members ( ISMs) of The Insurance Connection.

Essential Responsibilities:

• Assist with placement of new business in accordance with Procedures.
• You will receive and record information for new commercial lines quotes and give to the CL mailbox for assignment.
• As requested from time-to-time, you will be assigned new business to quote.
• You will also be assigned a set of CL accounts which are a combination of business produced by Producers of business produced by ISMs and what are called house accounts.
• You will initially be responsible for the review of all renewals in accordance with Procedures and communicate with insureds in accordance with our Procedures.

• You will when appropriate create year-to-year comparison on renewal business.

• You will present renewal proposals to ISMs, producers, or communicate with agency customers (via telephone, email, text, etc.) with renewal proposals.
• If appropriate, you will assist with the remarketing and placement of renewal business.
• If you issue a remarketed renewal policy, you will follow the Procedures (Rewrite Business) for updating policy information in Hawksoft and assigning suspense to yourself for the next renewal.

• You will generate applications, binders, renewal certificates, etc for remarketed business.
• You will proof remarketed policies when issued and arrive.
• You will also update or generate Summaries of Insurance and thank you letters on all business and electronically deliver our Welcome Kit to new customers or other scheduled communications with customers. Producers and ISMs will deliver all new business policies.
• You will issue Renewal Certificates as necessary.

• You will also be responsible for all aspects of the customer relationship during the course of the terms of the polices, including billing, certificates, endorsements, audits, inspections, etc. and will the Procedures on claims and late payment calls.
• You will also be asked to assist from time-to-time to assist walk-in customers and help answer the telephones, which might include working with a Personal Lines customer
• Assist with general office administration and customer service.
• Assist with any other administrative or customer service duties as requested from time to time.