PURPOSE: This is an ideal opportunity to work at a growing organization with a strong family culture. Shepherd Insurance is a privately‑owned insurance agency that has delivered risk management solutions since 1977. With a wide variety of insurance and financial products, we are among the largest independent agencies in the country. Description As a Commercial Lines Account Manager within the Shepherd family, you will assist insurance advisors in the handling and processing of new and renewal commercial lines business in accordance with Agency procedures and guidelines. In addition, you will provide a high level of support in obtaining, maintaining, expanding, and servicing commercial accounts. With a positive attitude, the Account Management team also provides customer service to clients as assigned and requested. Responsibilities Provide positive, prompt, and accurate service to clients. Coordinate with advisor to obtain policy information. Maintain expiration control log. Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier. Accompany insurance advisor to client meetings when requested. Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery. Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary. Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items. Assist other departments and advisors in cross selling and account rounding. Perform other related duties as assigned. Requirements Experience: At least two (2) years’ experience in a similar position is desirable. Required state licensing certification. Education requirement: High school diploma or equivalent (GED) is required. College degree is preferred, not necessary. Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems. Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system. The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned, but rather to give the associate a general sense of the responsibilities and expectations of the position. As the nature of business demands change, so too may the essential functions of this position. Working Conditions / Physical Demands Work environment characteristics and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop; kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate. #J-18808-Ljbffr
Commercial Lines Account Manager • Indianapolis, IN, United States
Operations Manager, Commercial Lines.The Operations Manager, Commercial Lines leads and supports the commercial lines service team in delivering high-quality, proactive service to clients while dri... Mostrar más
Benefits: * Bonus based on performance * Free uniforms * Paid time off * Training & development * 401(k) Position Overview Manages relationships with current customers and referral sources.Prosp... Mostrar más
Job Title: SkillBridge Account Manager.Location: Hybrid (Newport Beach, CA / Alpharetta, GA / Chicago, IL / Carmel, IN / New York, NY / Melville, NY).Duration: Minimum 120-day/4-month training prog... Mostrar más
WalkerHughes Insurance seeks a Vice President of Personal Lines & Small Commercial to lead a core business unit.You will own the P&L, shape strategy, and drive profitable growth while building high... Mostrar más
Benefits Start Day 1 for Full-Time Colleagues - No Waiting Period!.We are proud to be a member of the Rentokil family of companies, the global leader in Pest Control and other services across more ... Mostrar más
C & I Commercial Relationship Manager III.The C & I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking sol... Mostrar más
Cornerstone Senior Account Manager, Strategic Accounts The Cornerstone Senior Account Manager, Strategic Accounts owns the overall relationship and revenue growth within a book of Cornerstone's la... Mostrar más
Posting Description Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance.We are an organization of consultative advisors and problem solvers.We help... Mostrar más
NA Account Manager - Engineered Polymers.At Lubrizol, we're bringing to life the chemistry behind clean water, efficient transportation, reliable infrastructure, critical medicines, and the product... Mostrar más
Indianapolis, Indiana, United States Remote (U.Eastern Time Zone) or Hybrid (New York Metro Area) your choice based on location.Reachdesk is a leading global B2B gifting and swag platform, helping... Mostrar más
The Key Account Manager is accountable for managing a team that develops and maintains relationships with chain retailers, suppliers, and internal leadership.The Key Account Manager assists in the ... Mostrar más
Job Description Job Description We're looking for a highly motivated Senior Commercial Lines Account Executive to support our Commercial Lines Sales Executives and carrier partners in managing OCIP... Mostrar más
Enterprise Accounts Business LeaderApplylocations: Carmel, IN: Remote Location United Statestime type: Full timeposted on: Posted Todayjob requisition id: JR36507## **Creating Peace of Mi... Mostrar más
WealthBridge Financial Group is seeking a Managing Director to lead a team of seasoned financial advisors while maintaining your own client practice.You will recruit, mentor, and develop advisors, ... Mostrar más
Why This Accounts Payable Manager Opportunity Stands Out.Join an established, family‑owned construction and services organization offering long‑term stability and strong leadership support.This Acc... Mostrar más
Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Mostrar más
Description Are you ready to help Amazon deliver world class service in its transportation operations? Transportation Associates will perform trailer moves in the trailer yard, coordinate yard act... Mostrar más
Title: Senior Account Manager - Commercial Lines.Eastern and Central Time Zones.Please note: If this position is posted as either fully remote and/or hybrid, in accordance with company policy, indi... Mostrar más
Build the Future with Us - EquipmentShare is Hiring a Territory Account Manager At EquipmentShare, we're not just filling a role - we're assembling the best team on the planet to build something t... Mostrar más
Job Title: Channel Account Manager - CommercialDepartment: Fortress Fence (Commercial)Manager: Director, Channel Sales - CommercialFLSA Status: ExemptLocation: Remote within territoryOVERVIEWThe C... Mostrar más
