Swingle Collins & Associates · 23 hours ago

Commercial Lines Account Manager

Texas, United States

Full-time

Remote

Entry, Mid Level

2+ years exp

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Comp. & Benefits

Hiring Manager

Mary Colette Stanley

Insider Connection @Swingle Collins & Associates

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Provide support to assigned Producer(s)

Client Relationships – assist clients with all policy and coverage questions on a day-to-day basis

Carrier Relationships – establish relationships with key carrier Marketing & Underwriting contacts

Maintain client files in Applied Epic in an orderly and up-to-date manner according to Agency standards

Effectively manage Epic Home Page, to include timely Activity review, documentation and processing

Assist in marketing new and renewal business, negotiate rates, review coverages for competitiveness and accuracy, assist in presenting to clients as needed

Prepare documents for renewal terms, including proposals, Acord forms, Binders, and Certificates of Insurance

Review issued policies for accuracy and appropriate coverages

Manage new business workflow

Comprehend and interpret Insurance Contract requirements for Certificates

Manage renewal list – work renewals in a timely manner and report on status

Manage invoicing and account receivables

Claims – walk clients through process, including claim submission, follow-up and overall communication

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Property & Casualty Insurance licenseApplied EPICProperty & casualty coveragesUnderwriting proceduresRating proceduresCIC designationCISR designationCPRM designationCPCU designationMicrosoft WordMicrosoft ExcelMicrosoft Outlook