Shepherd Insurance · 1 month ago
Commercial Lines Account Manager - Real Estate
Louisville, KY
Full-time
Onsite
Entry, Mid Level
2+ years expShepherd Insurance is a privately-owned insurance agency that has delivered risk management solutions since 1977. They are seeking a Commercial Lines Account Manager to assist in handling and processing new and renewal commercial lines business, specifically focusing on clients in real estate-related industries.
Financial ServicesInsurance
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
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
Preferred
College degree is preferred, not necessary
Company
Shepherd Insurance
A privately-owned independent insurance agency.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Kweder
President
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