Commercial Lines Account Manager

Commercial Lines Account Manager

Our agency is growing and we are seeking a new member to join our team! A Commercial Lines Account Manager at G.R. Little Agency is responsible for maintaining strong partnerships with policyholders, insurance carriers and fellow employees while conducting specific sales and service activities.

Responsibilities

• Provide service to existing clients related to updating policies, answering questions and resolving issues such as those related to billing, audits or inspections.
• Provide support as needed during claim time, both to the client and to any adjusters involved.
• Work with new and existing clients to understand their business operations and resulting insurance needs. Gather necessary data, research policy options and then present solutions to address those needs.
• Set appointments and / or client calls or support a producer to review existing policies, review liability limits and exposures, explore other coverage needs, evaluate replacement costs, round out accounts, and bind renewals.
• Resolve product or service issues by clarifying the customer's concern, determining the cause of the issue, selecting and explaining the best solution to solve the issue, expediting correction or adjustment, and following up to ensure resolution.
• Maintain records of customer interactions and transactions, recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.

Qualifications

Benefits / Perks