Commercial Lines Account Manager

Job description

- This is a pipeline opportunity. While we are not hiring for this role immediately, we are always looking to connect with top talent for future openings. If you’re interested in being considered when a position becomes available, we encourage you to apply and stay in touch! Job Summary: This position represents Bell Insurance in a professional and courteous manner, providing prompt, efficient and accurate services to our customers, agents and insurance carriers with established policies and procedures. Primary Duties: - Enter and maintain accurate policy information in Epic for all client servicing, processing transactions, and documentation. - Review new business, renewals and endorsements to ensure items are accurate as ordered. - Respond to client inquiries, advisor and carrier requests on a timely and professional basis. - Rate new business, or submit to company to rate. Make marketing and coverage recommendations to advisors. Enter and update prospect data and marketing activities in Epic. - Prepare proposals and recommendations that ensure our clients and prospects understanding of coverages and reflect professional image of the agency. - Maintain expiration lists and gather...