Account Coordinator - Commercial Lines

Position Summary:

The Commercial Lines Account Manager position will support assigned producers by placing and processing new business, account development, and renewal retention.

Essential Job Functions:

· Pre-Qualify new business. Review, analyze, and submit applications following agency marketing guidelines.

· Review and order renewals according to agency procedures. Investigate company non-renewals and coordinate with insured and Producer(s) to re-market.

· Prepare proposals and applications, submit to insureds and carriers (or marketing department); follow up to insure timely responses.

· Assist clients in making appropriate coverage changes; inform and educate clients about coverage, exclusions, exposures, and audits; document electronic file accordingly.

· Provide technical support to Producer(s) to include survey policy coverage and identify cross-selling and upgrading opportunities.

· Prepare quotations, coverage summaries/comparisons, proposals, and recommendations needed to ensure clients/prospects understanding of clients/prospects understanding of coverage.

· Renew and re-market accounts as needed in conjunction with Producer(s) and agency standards.

· Assist in design of insurance plans for clients. Visit key clients in person.

· Perform other duties as assigned.

Skills/Experience/Training:

Education– High School Diploma Required. Associates Degree or higher preferred

Certification–Licensed Property and Casualty Agent. Candidate holds or is working toward industry designations, CIC/CPCU/CISR preferred

Experience–Minimum of three years of Commercial Insurance experience.

· Complete knowledge of insurance practices and procedures of the agency and industry.

· Excellent prioritization skills, friendly, positive attitude willingness to help others; excellent verbal and written skills; professional telephone manner; ability to establish effective relationships with all staff and the general public; ability to work on highly detailed work under pressure and timelines.

· Maintains a record of excellent client service and account management.

· Experience in Microsoft Suite Products including Word, Excel and Outlook

· Displays natural ability for independent decision-making and role ownership.

· Willingness to maintain continual education.

Benefits offered:

Competitive benefits package including 17 vacation days, 2 discretionary days, 7 paid holidays, 401k, Medical, Dental, Vision, LTD, STD, Life Insurance available