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Job description
Insurance Commercial Lines Account ManagerThe primary role of a Commercial Lines Account Manager is to service our customers. The Account Manager is accountable for delivering high-quality and efficient service to both internal and external clients through the day-to-day account management of a group of middle market and/or large commercial lines accounts. You will directly contribute to key business outcomes such as client retention, client satisfaction, enhancing the agency's value to our clients and prospects, achieve operating/margin targets and fostering a culture of performance and continuous improvement. This position is essential in maintaining our current customers and directly affects our policy and premium retention rates. This position is also considered support staff for our Producers.Major duties and responsibilities include:Services Commercial Lines Book of Business, including:Builds and solidifies relationships with existing clients by providing ongoing customer careEndorsementsBilling/payments (invoice transactions, record payments, prepare finance agreements)Assists Claims Coordinator (when needed)Creates new/renewal business submissionsLoss runs (create letters, order loss runs / obtain/order experience modifiers)Gathers & helps complete supplemental applications & supporting documentationIssues certificates, evidence of insurance, auto id cards, and bindersProcesses and mails out policiesCreates proposals for ProducersCancellation tracking and processing (pending and cancelled)Audit trackingIssues and Processes BondsIn partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality and timely mannerSupports one or more Producers and is the first line of contact when the Producer is not availableRemarkets accounts when necessaryAccount rounding for existing Commercial Lines businessRating and ComparisonsBuilds carrier relationships and keeps up with carrier updates and underwriting informationMaintains complete and accurate client and policy data and documents within the operating systemsEmployee specifications:Education and Work Experience:High School Diploma or GED equivalent, College Degree preferred3-7 years Commercial Lines insurance account management experience is requiredOklahoma and TX Property & Casualty Insurance LicenseThorough knowledge of commercial lines coverages and marketsExperience with handling large, complex risksProfessional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU are highly desirableTechnical/Functional Competencies:Proficient in PC operating systems – Applied EpicProficient in Microsoft Office - Outlook, Word, Excel, etc.Knowledge of and experience with Insurance Carrier websitesAll Locations: Edmond, MooreIf any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at for assistance. First United is an Equal Opportunity Employer.
Worksite address
edmond, OK, 73034, US
Who can apply
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