Commercial Lines Account Manager
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Job Description
Commercial Lines Account Manager managing commercial insurance books for Duncan Financial Group. Supporting renewals, client onboarding, policy administration, and sales.
Responsibilities:
- Manage an assigned book of commercial insurance business and maintain client relationships and retention
- Address client inquiries, policy changes, complaints, and service requests
- Handle renewals, including data gathering, quoting, proposal creation, and system updates
- Escalate and resolve complex issues with the department director
- Track pending client requests and communicate proactively with clients and sales executives
- Assist with billing and claim issue resolution
- Attend training sessions, webinars, and carrier programs
- Obtain prospect and client information to evaluate risk exposure and insurance needs
- Coordinate preparation of quotes, proposals, and policy documents
- Manage new-client onboarding, paperwork, compliance, and data entry in Applied Epic
- Document new lines of business with related activities and attachments
- Support sales opportunities and execute sales strategies
- Prepare presentation materials for claims reviews, new business, and renewals
- Participate in client and prospect meetings as needed
- Manage implementation checklists and submit forms and applications to carriers
- Provide insights based on customer needs and client data analysis
- Attend internal and carrier meetings
- Assist with Applied Epic policy cleanup projects, including premiums and commissions
- Implement client contracts and support accounting, sales, and marketing efforts
- Maintain knowledge of services, products, programs, and procedures
- Organize workflow, update client records, manage calls and emails, and assist teammates during absences
- Perform other duties as assigned
Requirements:
- High school diploma required; Associate or Bachelor’s degree preferred
- Active Property & Casualty Insurance license required
- Minimum of 3 years of experience as a Commercial Lines Account Manager, or similar client-facing commercial insurance role
- Strong knowledge of commercial insurance products, coverages, and industry regulations
- Proficiency with Microsoft Office Suite and Applied Epic, or similar agency management systems
- Excellent verbal and written communication skills with a strong commitment to client service
- Exceptional attention to detail with strong organizational and analytical capabilities
- Demonstrated problem-solving, relationship-building and interpersonal skills with a collaborative team-oriented approach
- Effective time management skills and the ability to prioritize tasks in a fast-paced environment
- Occasional travel required
- Ability to pass a criminal background check, as permitted by law
- Monday-Friday, 8:30am-5:00pm EST
- Preference given to candidates in Eastern or Central U.S. time zones
Benefits:
- Competitive Compensation
- Health Insurance Plans (PPO, HSA, Copay Options)
- Dental Insurance
- Vision Insurance
- Company Paid Disability Insurance
- Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
- 401(k) with Safe Harbor Match
- Paid Time Off
- Paid Holidays
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