Commercial Lines Account Manager Resume Samples

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CL
C Leffler
Cary
Leffler
606 Gorczany Plains
New York
NY
+1 (555) 708 3386
606 Gorczany Plains
New York
NY
Phone
p +1 (555) 708 3386
Experience Experience
New York, NY
Commercial Lines Account Manager
New York, NY
Collier-Sanford
New York, NY
Commercial Lines Account Manager
  • Planning and assisting in accomplishing department goals as set by department manager and senior management. May assist with marketing of accounts at renewal
  • Attends association & company sponsored classes to stay abreast of products, pricing and coverage changes within the company & industry contracts. Assists with training as requested by supervisor. Performs additional duties as requested. 10%
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
  • Developing and maintaining relationship with assigned commercial clients, including coverage analysis, analyzing risks, identifying exposures. May include client visits and/or coverage presentations to clients
  • Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
  • Review policy, endorsement or audit discrepancy forms, proactively order any necessary corrections from carrier and ensure documents are sent to client on a timely basis
  • Knowledge of insurance markets, rating procedures, coverage’s, and industry operations to effectively manage, maintain, and service assigned client and prospect
Phoenix, AZ
P&C Commercial Lines Account Manager
Phoenix, AZ
Doyle, Lind and Davis
Phoenix, AZ
P&C Commercial Lines Account Manager
  • Process and manage accounts in accordance with agency standards and workflows
  • Interact with clients to receive claims reports. Works with the carrier to expedite settlement
  • Prepare coverage analysis, submissions & proposals for new and renewals
  • Build and maintain relationships with existing Commercial Lines clients
  • Negotiate coverage and pricing with markets
  • Maintain client files on agency management system and perform or oversee all key servicing aspects of account, to include processing renewals, endorsements, certificates, cancellations and audits
  • Promote an environment that supports diversity and reflects the M&T Bank brand
present
Dallas, TX
Insurance Commercial Lines Account Manager
Dallas, TX
Heller, Lind and Monahan
present
Dallas, TX
Insurance Commercial Lines Account Manager
present
  • Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request
  • Assist assigned clients and P&C staff with service questions related to administration, billing, claims issues and problem-solving, upon request
  • Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients
  • Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested
  • Mentor and train Account Manager I
  • Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
  • Conduct quarterly account management visits with assigned clients to review renewal decisions. Formulate a plan with producer to address any issues
Education Education
Bachelor’s Degree in Self
Bachelor’s Degree in Self
University of Southern California
Bachelor’s Degree in Self
Skills Skills
  • Working knowledge of all MS Office products and ability to quickly learn most Windows applications
  • Basic knowledge/experience with an agency management system
  • Strong attention to detail
  • Strong working knowledge of Microsoft Office
  • Basic knowledge of Microsoft Office
  • Strong insurance technical skills including having significant knowledge of commercial insurance coverages, policy forms and insurance industry marketplace
  • Proficiency in Microsoft Office Suite, ImageRight, eTfile, and related industry software tools
  • Additional consideration extended for professional designations
  • Strong written, oral, and phone communication skills
  • Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals
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15 Commercial Lines Account Manager resume templates

1

P&C Commercial Lines Account Manager Resume Examples & Samples

  • Process and manage accounts in accordance with agency standards and workflows
  • Prepare coverage analysis, submissions & proposals for new and renewals
  • Interact with clients to receive claims reports. Works with the carrier to expedite settlement
  • Negotiate coverage and pricing with markets
  • Maintain client files on agency management system and perform or oversee all key servicing aspects of account, to include processing renewals, endorsements, certificates, cancellations and audits
2

Insurance Commercial Lines Account Manager Resume Examples & Samples

  • Assist assigned clients and staff with service questions related to administration, billing, claims issues and problem-solving, upon request
  • Continually seek cross-sell opportunities and suggest new lines of coverage
  • Work with producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
  • Attend and coordinate meeting with client and/or producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options
  • Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer/Account Executive/Account Manager presents the options to the client
  • Conduct quarterly account management visits with assigned clients to review renewal decisions. Formulate a plan with producer to address any issues
  • Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested
  • Become proficient in the Agency Management System, specifically to update policies that are written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date and daily manage follow-up in Agency Management System. Also, understand how to use the system to acquire information to assist clients
  • Attend seminars, classes and carrier meetings to keep abreast of new products available for clients and acquire expertise in legislative changes, as opportunities occur
  • Mentor and train Account Manager I
  • Bachelor’s degree or equivalent education and related training
  • Five years of solid experience gaining knowledge of Property and Casualty or equivalent experience
  • Ability and experience working with large retail accounts
3

Insurance Commercial Lines Account Manager Resume Examples & Samples

  • Work with producer to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage to client. Negotiate insurance premiums with carriers on basis of claims analysis
  • Prepare marketing information or provide required information to a marketing person. Once marketing options have been prepared, the producer and Account Manager will present the options to the client
  • Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested. Make recommendations as necessary to meet a need, correct a problem or provide additional service
  • Eight years of experience gaining knowledge of the Property and Casualty business or equivalent experience
4

Insurance Commercial Lines Account Manager Resume Examples & Samples

  • Assist assigned clients and P&C staff with service questions related to administration, billing, claims issues and problem-solving, upon request
  • Work with P&C producer, and/or Account Executive, to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client. Negotiate insurance premiums with carriers on basis of claims audit
  • Conduct quarterly account management visits with assigned client to review renewal decisions. Formulate a plan with producer to address any issues
  • Provide administrative support on other tasks as they arise such as assigned special projects and development of new ideas/services, as requested
  • Three years of experience gaining knowledge of Property and Casualty or equivalent experience
  • Ability to travel, occasionally overnight travel
5

Commercial Lines Account Manager Resume Examples & Samples

  • Service existing book of business in conjunction with Account Executive and/or Producer
  • Update and timely maintain all account details in ImageRight
  • Directly communicate all aspects of client service needs when necessary
  • Accountable for renewal process under Account Executive or Producer guidance
  • Market and track quote activity
  • Evaluate quotes upon receipt and discuss next course of action with Account Executive
  • Prepare renewal packets for client distribution
  • Review policies for accuracy, processing changes or corrections when necessary
  • Process renewal binding instructions
  • Submit binding instructions to carriers and confirm bound coverage
  • Prepare binders, Auto ID cards, certificates, invoices as requested
  • Provide Account Executive or Producer with requested data for client meetings
  • Participate in client presentations when requested
  • Demonstrated customer service skills
  • Experience in marketing and servicing the insurance needs of commercial accounts preferred
  • Excellent verbal, written and interpersonal skills to interact with all levels of colleagues
  • Ability to follow processes and procedures
  • Strong attention to detail and high aptitude for accuracy required
  • Teamwork minded
  • Adept in processing applications, invoices, binders, certificates, and auto ID cards, etc
  • Willingness to participate in limited local travel to client sites
  • Minimum of 2 years recent Commercial Lines Account Management experience
  • Proficiency in Microsoft Office Suite, ImageRight, eTfile, and related industry software tools
  • Must hold current Property & Casualty insurance license
  • Additional consideration extended for professional designations
6

Commercial Lines Account Manager Resume Examples & Samples

  • Supports Producer in developing new business opportunities for existing clients and prospects
  • Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer
  • Analyzes and compares current exposures and develops renewal or new business specifications for marketing
  • Conducts marketing, negotiates rates, reviews quotes and coverages for competitiveness and accuracy
  • Reviews and summarizes marketing results and prepares proposals
  • Finalizes proposals and presentations in coordination with Producer
  • Binds insurance coverage and prepares binders and/or delegate certificates issuance
  • Reviews policies for accuracy and review contracts
  • Prepares summaries and/or schedules of coverage for clients
  • Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections
  • Participates in the claims process as directed by management, including claim submission, follow-up and overall communication
  • Provides technical guidance to staff assisting with client needs or procedural issues
  • Notifies brokers of pertinent information related to client retention
  • Meets with clients as needed or directed by Producer
  • Engages in optimal and appropriate usage of applicable agency management systems
  • 6 - 8 years related work experience
7

Commercial Lines Account Manager Resume Examples & Samples

  • Provides business insurance solutions to clients from current and alternate carriers during each client renewal or as requested by client off cycle
  • Initiates consultative calls to client to assess underwriting exposures prior to policy renewal
  • Initiates consultative calls to newly on boarded clients to assess the adequacy of underwriting, administrative services, and to assess client’s current needs have been met
  • Utilizes knowledge of carrier and state underwriting guidelines to guide client toward the best possible option within the Paychex Agency’s administrative capabilities
  • Responsible for meeting specific client retention goals for assigned book of business in support of Agency financial goals
  • Works as a liaison between policy holder and Insurance Carrier/IA to ensure the highest level of customer service is provided
  • Works as a liaison between internal Paychex departments to ensure the highest level of customer service across product lines
  • Refers ancillary products to Sales partners to meet set expectations
  • Responsible for meeting service level goals including response time and quality standards
  • Moves existing policies to alternative carriers to assist client in achievement of benefit and premium objectives
  • Develops and maintains functional knowledge of related product offerings including Safety and Loss, Paychex PEO, and Health and Benefits
  • Other duties as assigned to support the general purpose of the position’s function
8

Commercial Lines Account Manager Resume Examples & Samples

  • Team with producers to meet retention goals. Increase percentage of policies to customers. Refer customers to Berkshire Bank products and financial services products. Reviews monthly renewals with producers, orders renewals, markets when necessary. Works closely with the marketing team with regard to new business and re-marketing of renewals as needed. Meet retention goals for the office by location. 40%
  • Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities. Follows all automation work flow procedures for every task completed. Maintains accurate electronic activity log to track all account activity and contact information. Completes applications in coordination with producer and clients; submits application to eligible and appropriate carriers; obtains client signatures on all applications and, when necessary, affidavits; follows up to ensure timely receipt of quotes and policies. Bills all policies either direct or agency; prepares finance agreements when requested. Verifies accuracy of Direct Bill cancellations, determines reason for cancellation; acts to save account; notifies producer. Reviews walk-in payments and verifies acceptability; processes as appropriate, provides receipts to payers or directs receptionist to do so. 30%
  • Aids clients with service needs and makes changes to existing accounts. Assists clients and producers with making coverage changes using each contact with the client and producer as an opportunity to review the whole account, round it and market it. Prepares summaries, statement of values, schedules and proposals as needed for account review. Informs and educates clients and producers about policy coverage, changes, exclusions and insurance needs. Responds to clients’ needs by producing binders, certificates, policies, endorsements, registry needs and other related items; verifies their accuracy. Protects agency from errors and omissions exposures. 20%
  • Attends association & company sponsored classes to stay abreast of products, pricing and coverage changes within the company & industry contracts. Assists with training as requested by supervisor. Performs additional duties as requested. 10%
  • 3+ years Insurance experience
  • Must hold or obtain P&C licensure within 3 months
  • Working knowledge of all MS Office products and ability to quickly learn most Windows applications
  • Ability to handle multiple tasks
  • Strong organizational, planning, analytical, and interpersonal skills
9

Commercial Lines Account Manager Resume Examples & Samples

  • Be a proactive team member responsible for maintaining the service relationship with the client
  • Responds to clients’ needs by producing appropriate paperwork within timeframes outlined in procedures
  • Help clients with making coverage changes in an automated environment
  • Plays a role in account retention and responsible for managing the renewal process
  • Proactively creates pre-renewal data for client discussions
  • Visit clients in conjunction with other members of the client’s account team, as needed to maintain knowledge of the client's operations, and establish a working relationship
  • Prepare Excess & Surplus Filings as needed
  • Works independently recognizing and utilizing available resources and technology
  • Renew policies, bills and produces client documents following agency standards
  • Review policy, endorsement or audit discrepancy forms, proactively order any necessary corrections from carrier and ensure documents are sent to client on a timely basis
  • Maintain the accuracy and integrity of both electronic and non-electronic data
  • Promote KeyBank culture and client experience
  • Must adhere to pertinent laws, regulations, KeyBank's Compliance Policy and external compliance requirements
  • College education or at least three years of equivalent insurance experience
  • Property & Casualty license is required within six months of hire date
  • Knowledge of insurance markets, rating procedures, coverage’s, and industry operations to effectively manage, maintain, and service assigned client and prospect
  • Knowledge and ability to perform technical tasks to expedite client service
  • Possess skills of persuasion and negotiation
  • Understanding of special coverage’s and service needs of assigned clients that require specialized knowledge for contract review, specification review, specialized coverage’s etc. (for example contractors-including but not limited to OCP’s, Railroad Protective Liability policies, NYS Department of Transportation requirements, Builders’ Risk and Installation coverage’s and project insurance specification review and analysis)
  • Must maintain a valid driver’s license, or have transportation available when needed to be able to leave for calls, meetings and/or visits
10

Commercial Lines Account Manager Resume Examples & Samples

  • Communicates with customers on all facets of their account service needs (ie
  • Previous experience in insurance industry
  • Current P & C License or willingness to obtain
  • Excellent oral and written communication skills and cheerful personality
  • Excellent telephone skills
  • Dependable and punctual
  • Computer skills (Word & Outlook)
  • Previous experience with insurance software
  • Previous experience with or training in Excel
11

Commercial Lines Account Manager Resume Examples & Samples

  • Complying with all regulations pertaining to BSA, USA Patriot Act and OFAC
  • Reporting suspicions activity, or any attempt to avoid BSA reporting requirements to the AML/BSA Compliance Department
  • Servicing of commercial book of business representing approximately $3-4M premium
  • Analyzing policy forms, preparing detailed coverage comparisons, identifying exposures and making appropriate recommendations to clients and assisting clients with understanding of policy coverages
  • Renewing all assigned policies to ensure they are issued on a timely basis and in accordance with prescribed workflows
  • Monitoring of reports on Epic (agency answer) as assigned by Dept Manager
  • Developing and maintaining relationship with assigned commercial clients, including coverage analysis, analyzing risks, identifying exposures. May include client visits and/or coverage presentations to clients
  • Direct and frequent involvement and negotiations with insurance company underwriters
  • Training of other commercial lines staff members as well as participation in training of new employees
  • Planning and assisting in accomplishing department goals as set by department manager and senior management. May assist with marketing of accounts at renewal
  • Strong insurance technical skills including having significant knowledge of commercial insurance coverages, policy forms and insurance industry marketplace
  • Strong organizational skills to properly manage book of commercial business
  • Strong communication, interpersonal and social skills needed to interact with bank staff, insurance carriers, and larger commercial clients
  • High School Diploma or GED and a minimum of seven years agency (or related) commercial lines experience
  • Insurance Brokers License preferred
12

Commercial Lines Account Manager Resume Examples & Samples

  • High School Diploma or GED equivalent required; Bachelor’s degree preferred
  • 3 years experience in insurance industry required
  • Must obtain and preserve required licenses/certifications as required
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
13

Commercial Lines Account Manager Resume Examples & Samples

  • Assist producers in servicing the needs of existing clients including the processing of renewals, endorsements, cancellations, audits and dividends, including any invoicing related to those items
  • Respond to any accounting criticisms
  • Prepare premium breakouts by entity/location as required by insured
  • Finalize Renewal Review document. Gather updated information on clients' operations and exposures as needed for the renewal process. Market renewal submission to insurance carriers to obtain the best insurance program and pricing based on the insured's needs. Obtain renewal quotations, compare to expiring coverage and prepare renewal proposal
  • Relay issuance instructions to carriers/brokers, prepare binders and invoices as needed; coordinate issuance of renewal certificates, EPI, and Auto ID cards
  • Review policy when received and request any necessary changes or corrections. Prepare insurance summary for delivery to client. Prepare surplus lines forms, if required, and forward documentation to individual coordinating
  • Continually maintain, verify, and update information in agency management and document management system
  • Review contracts for insurance requirements and issue Certificates of Insurance accordingly. Obtain quotes for additional coverage/increased limits as required, and relay to insured for approval
  • Complete Stewardship reports
  • Attend client meetings or make client service calls with producer at their request
  • Develop and maintain rapport with insurance company underwriters
  • Provide backup for other Account Managers during their absence and assist other team members to balance workloads when necessary
  • Perform other tasks or projects as needed/assigned
  • Property & Casualty insurance license
  • Previous experience in a Customer Service related or Account Manager position
  • Good oral and written communication, organization and management skills
  • Personal computer skills using Microsoft Office Suite
  • Physical ability to conduct local travel
14

Commercial Lines Account Manager Resume Examples & Samples

  • Responds to client requests by producing appropriate paperwork within timeframes outlined in procedures with guidance from team as needed
  • Handles client coverage changes in an automated environment
  • Part of team responsible for account retention. Manages the renewal process for nonmarketed accounts, participates in the account renewal strategy meetings
  • Proactively creates pre-renewal data to assist team in client discussions
  • Visit clients in conjunction with other members of the client’s account team, as needed to maintain knowledge of the client's operations, and begin establishing a working relationship
  • Works independently recognizing and utilizing available resources and technology and seeks guidance when necessary
  • Renew policies, bills and produces client renewal documents following agency standards
  • Promote Key’s culture and client experience
  • Must adhere to pertinent laws, regulations, Key’s Compliance Policy and external compliance requirements
  • College education or at least one year of equivalent insurance experience (For Account Manager I)
  • College education or at least three years of equivalent insurance experience (For Account Manager II)
  • Property Casualty licensed is required within one year of hire date
15

Commercial Lines Account Manager Resume Examples & Samples

  • Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience
  • Producer's License
  • Ability to travel up to 25% of the time
  • Previous insurance knowledge and experience managing client relationships
  • Solid financial acumen
16

Commercial Lines Account Manager Resume Examples & Samples

  • Maintain a book of commercial accounts independently
  • Coordinate the processing of all commercial lines new and renewal business
  • Work with producers to maintain synergy with Hub International corporate goals, our carrier requirements, and the needs of our clients
  • Prepare quotations and prepare new client proposals
  • Complete new business applications; upload applications using the appropriate company automation system and see through to policy issue
  • Review all new policies for accuracy
  • Process endorsements and renewals through communication/interfacing with clients and companies
  • Process invoices and credits for agency billed business
  • Process cancellations according to procedure manual
  • Pursue professional studies and maintain familiarity with trends in the industry and new insurance products
  • Improve/refine professional skills through continuing education
  • Maintain account files in accordance with established procedures
  • Gather underwriting, pricing, and supporting data for preparation of submission
  • Generate applicable reports
  • Establish and maintain good working relationships with company sales representatives, service centers, and underwriting and claim representatives
  • Assist in training other employees
  • Must hold current Property/Casualty License
  • 4-7 years of brokerage experience
  • Understand and analyze insurance coverages, forms, and policies
  • Above average math skills
  • Strong written, oral, and phone communication skills
  • Organize, set, and maintain priorities
  • Basic knowledge/experience with an agency management system
  • Basic knowledge of Microsoft Office
17

Commercial Lines Account Manager Resume Examples & Samples

  • Assist producer is gathering information from insured for new business or for updating renewals
  • Expiration/Timeline Coordination
  • Market new and renewal business or send to Marketing department based on threshold
  • Enter New Business in EPIC
  • Update Renewal Applications in EPIC according to procedure
  • Compile Loss Summary
  • Complete supplemental applications
  • Compile information and obtain OCP, Builders’ Risk, and Flood Quotes (New Business)
  • Review New Business and Renewal quotes
  • Prepare premium comparisons (when not done by marketing)
  • Prepare Proposals
  • Bind coverage with carrier or request Marketing to bind coverage
  • Prepare all forms to be signed
  • Set up EPIC suspense for follow up on all processes, including policy receipt and delivery
  • Complete ‘New/Renewal Procedures’ checklist
  • Review applications in system for accuracy
  • Review policies for accuracy using the ‘Policy Checklist’ when not given to CSR
  • Review contracts for insurance requirements and certificates
  • Troubleshoot problems with audits, accounts receivables, processing, coverage issues, etc
  • Prepare New/Renewal certificate of insurance for issuance by CSR
  • Invoice all New/Renewal Agency Bill transactions as per guidelines
  • Invoice all other Agency Bill transactions as per guidelines that are not handled by CSR
  • Back up Producer
  • Back up to AM not in office as directed by Supervisor
  • Back up CSR
  • Attend monthly AM meetings
18

Commercial Lines Account Manager Resume Examples & Samples

  • Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
  • Develop and maintain relationships with clients to ensure that all service needs are met
  • Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals
  • Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage
  • Prepare client proposals based on client’s needs, rates and coverages
  • Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms
  • Maintain the accuracy of data in the agency management system
  • May handle collections of premiums due
  • Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
  • Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
  • Other responsibilities as assigned by Manager
  • Experience in commercial insurance
  • Thorough knowledge of commercial lines coverages and markets
  • Producers license
  • Excellent organizational, interpersonal, communication skills and ability to work in a team environment
  • LI-AR
19

Commercial Lines Account Manager Resume Examples & Samples

  • Demonstrate good written, verbal and interpersonal skills
  • Demonstrate ability to follow standard operating procedures
  • Demonstrate ability to process high volume transactions in a fast paced customer service environment
  • 10+ years customer service experience in the insurance industry is preferred
  • Must have and maintain a Property & Casualty License
  • Agency Management System - AMS360 Experience is a plus
20

Commercial Lines Account Manager Resume Examples & Samples

  • Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making
  • Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
  • Provides a high level of support to Producers in obtaining, maintaining, and expanding business
  • May also be responsible for account rounding and in accordance with standard practices, policies, and procedures
  • Works closely with Producers and other HUB personnel on all aspects of client service, marketing, and renewal while adhering to HUB Broker Standards
  • Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients
  • Makes appropriate recommendations to clients in response to those changes
  • Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience based judgment to resolve. May also negotiate with underwriters and carriers
  • Troubleshoots billing issues
  • Organizes client meetings when necessary
  • Appropriately documents conversations with clients and carrier representatives and updates all HUB computer systems and broker management system when necessary. Ensures the accuracy of data in those systems
  • Oversees functions performed by Account Administrators as required
  • Supports, mentors, and trains Account Administrators, as necessary
  • Performs other duties and projects as assigned
  • At least 3 years of experience in an Account Manager/Account Administrator role in brokerage environment
  • P & C License required
  • Advanced professional designation preferred on in progress (e.g. CISR, AAI, ARM, CIC, CPCU)
  • Bilingual in English and Spanish a big plus
  • To perform this job successfully, an individual should be proficient in Microsoft Office including Excel, Word and Power Point; follow guidelines on working in BMS (EPIC) for premium efficiency with your team
  • LI-LA
21

Commercial Lines Account Manager Resume Examples & Samples

  • Maintain a book of commercial accounts
  • Work with producers to maintain synergy with HUB International corporate goals, our carrier requirements, and the needs of our clients
  • Current Property/Casualty Insurance License
  • High school diploma required, though college degree preferred
  • Strong working knowledge of Microsoft Office