Oakbridge Insurance ยท 1 month ago
Commercial Lines Insurance - Account Manager - Origins
LaGrange, GA 30240, USA
Full-time
Hybrid
Mid Level
3+ years expOakbridge Insurance is a new kind of insurance and risk management agency committed to transforming the industry. The Commercial Lines Account Manager plays a critical role in supporting the marketing, servicing, and underwriting processes of Commercial Lines accounts, ensuring accurate client records and timely processing of renewals and endorsements.
Financial ServicesInsurancePersonal Finance
Responsibilities
Manage a book of commercial lines business, including renewals, policy changes, billing and day-to-day servicing
Build and maintain strong, professional relationships with clients, carriers and internal team members
Support new business production efforts in collaboration with producers and account executives
Evaluate client risk exposures and recommend appropriate coverage solutions
Coordinate and process policy documents, including binders, ID cards, insurance summaries and certificates
Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments
Participate in client and carrier meetings as needed
Qualification
Required
Active Property & Casualty Insurance License (required)
Excellent communication, customer service and relationship management skills
Strong attention to detail, with the ability to manage competing priorities
Proactive problem-solving and analytical abilities
Comfortable working independently and as part of a collaborative team
Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Preferred
3+ years experience with Commercial Lines insurance is preferred, but not required
Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
Understanding of agency workflows and procedures
Benefits
401k plan with immediate participation, company match, and immediate 100% vesting
Company-paid benefits include life insurance and short- and long-term disability
Strong health insurance plan
Many supplemental, voluntary offerings
Company
Oakbridge Insurance
Oakbridge Insurance is an insurance company that is deeply rooted to serve clients across the Southeast.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Audax Private EquityCorsair Capital
2023-09-26Private Equity
2020-01-01Seed
Leadership Team
Scott Kiser
Senior Vice President
Recent News
2025-03-10
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2025-01-30
2024-04-22
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