Commercial Lines Account Manager

Job description

Description Position Summary: This individual will proactively manage the overall workflow and lifecycle for an assigned book of business. This person will act as the client relationship manager with responsibility for overall account servicing and maintenance to new and existing Commercial Lines clients. This role strictly adheres to our Corporate Standards of Excellence and procedural guidelines spelled out in our Professional Procedure Manual. Essential Job Functions: - Function as main point of contact for client. Address general questions, provide guidance on coverage and inform/educate clients on risk and exposures. - Process client transactions, including, but not limited to applications, quotations, renewals, cancellations, reinstatements, certificates, endorsement requests, binders, invoicing, issue ID cards, and follow up correspondence within agency and industry standards. - Identify cross sell opportunities for new and existing clients. - Obtain Workers Compensation modification worksheets for (Sr.) Commercial Risk Advisors review. - Responsible for renewal timeline including renewal quotations from incumbent. - Set up masters & issue renewal certificates or order from...