Commercial Lines Account Manager
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Job Description
Commercial Lines Account Manager at Risk Strategies partnering with Account Executives for tailored insurance solutions. Involves managing data and ensuring accurate documentation while upholding client satisfaction in a fast-paced environment.
Responsibilities:
- Drive smooth and successful renewals by partnering closely with Account Executives to prepare submissions, exposure summaries, proposals, coverage summaries, and binding documentation.
- Support informed risk placement by drafting loss exhibits and proactively obtaining loss runs directly from carriers.
- Ensure clients and partners have what they need by coordinating accurate and timely certificates and proofs of insurance.
- Protect data integrity and team efficiency by maintaining precise, up-to-date records in the system of record.
- Uphold service excellence through quality control of insurance program documentation, including policies, endorsements, audits, and claims.
Requirements:
- Two or more years of experience in a Property and Casualty brokerage environment, with a strong understanding of commercial insurance.
- Ability to follow processes and procedural guidance.
- Effective time management and task prioritization to meet deadlines.
- Clear communication skills, both written and verbal.
- Ability to work independently and as part of a team.
- Insurance licenses, or willingness to obtain them as required.
Benefits:
- medical
- dental
- vision
- disability
- life insurance
- retirement savings
- paid time off
- paid holidays
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