Small Business Account Manager, Commercial Lines
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The role
Manage and grow a book of commercial insurance accounts with a client-focused, relationship-driven approach.
Coordinate new and renewal commercial lines, prepare quotes and client proposals, and issue new business policies.
Review policies for accuracy and process endorsements, renewals, cancellations, and agency invoices in collaboration with clients and carriers.
Build strong working relationships with producers, service centers, and underwriting to align with goals and client needs.
Gather underwriting data, pricing information, and supporting data for submissions; generate reports and support team training.
Commit to ongoing professional development and stay current on industry trends, insurance products, and relevant technologies in a hybrid work setting.
Coordinate new and renewal commercial lines, prepare quotes and client proposals, and issue new business policies.
Review policies for accuracy and process endorsements, renewals, cancellations, and agency invoices in collaboration with clients and carriers.
Build strong working relationships with producers, service centers, and underwriting to align with goals and client needs.
Gather underwriting data, pricing information, and supporting data for submissions; generate reports and support team training.
Commit to ongoing professional development and stay current on industry trends, insurance products, and relevant technologies in a hybrid work setting.
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