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Shepherd Insurance · 2 days ago

Commercial Lines Account Manager

Indianapolis, IN

Full-time

Onsite

Entry, Mid Level

2+ years exp

Shepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. As a Commercial Lines Account Manager, you will assist insurance advisors in handling and processing new and renewal commercial lines business while providing high-level support in servicing commercial accounts.

Financial ServicesInsurance

Work & Life Balance

Hiring Manager

Maggie Watkins

Responsibilities

Provide positive, prompt, and accurate service to clients

Coordinate with advisor to obtain policy information. Maintain expiration control log

Assist in marketing new and renewal business. Evaluate premiums, prepare proposals, presentation packets and maintain underwriting and marketing information by carrier

Accompany insurance advisor to client meetings when requested

Check new and renewal policies for accuracy in rating, coverage, and input these transactions to generate billing invoices. Ensure that these items are delivered and/or mailed to client or advisor for delivery

Receive phone calls from clients and companies regarding policy coverage, claims or administrative needs: comply with the request and/or refer to the advisor when necessary

Maintain a suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items

Assist other departments and advisors in cross selling and account rounding

Perform other related duties as assigned

Qualification

Commercial lines insuranceState licensing certificationMicrosoft OfficePolicy rating systemsCustomer service

Required

At least two (2) years' experience in similar position is desirable

Required state licensing certification

High school diploma or equivalent (GED) is required

Strong understanding of commercial lines insurance coverages, forms, procedures, and policy rating systems

Familiar in a variety of computer software applications including Microsoft Office products (Word, Excel, Outlook, PowerPoint), agency & document managing system