Commercial Lines Account Manager

Position Overview

The Commercial Lines Account Manager at McCashland Kirby Insurance Agency, Inc is responsible for maintaining solid customer relationships by handling customer inquiries and concerns with speed and professionalism through daily interaction with customers, insurance carriers, and fellow employees while conducting specific service and marketing activities.

Key Responsibilities

• Provide service to existing clients related to updating policies, providing quotes, taking payments, answering questions, and providing documentation.
• Answer customer calls and correspondence regarding new or existing insurance policies and service all claims, including regular and after-hour claims.
• Work with new clients or support a producer to understand their needs, gather necessary data, research policy options, present options, finalize and bind new coverage, cancel old policies, and negotiate with carriers when necessary.
• Confer with customers to provide detailed information about products and services, quote new business, process renewals and/or cancel accounts, take payments, and provide requested documentation.
• Resolve product or service issues by clarifying the customer's concern, determining the cause, selecting and explaining the best solution, expediting correction or adjustment, and following up to ensure resolution.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Maintain records of customer interactions and transactions by recording details of inquiries, comments, and actions taken in the agency management system.
• Collaborate with team members, mentor staff, provide expertise, and participate in meetings as needed.

Required Qualifications

• Hold the insurance license required by your state and have a minimum of two years of commercial lines insurance account management experience, as well as a Bachelor's Degree or comparable work experience.
• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.
• Exhibit a strong customer focus, excellent phone manner, and strong written and verbal communication skills along with proficient math and reading skills.
• Possess a sense of urgency, attention to detail, organization, multitasking skills, and the ability to handle difficult customer situations and solve complex problems independently.
• Have excellent time management skills with a personal accountability mindset and technological proficiency including agency management systems, rating tools, and carrier website navigation.

Benefits & Perks

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Competitive Pay
• Professional Development
• Job Stability in a growing industry

Compensation

$20.00 - $27.00 per hour