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Crane Agency · 2 days ago

Commercial Lines Insurance Account Manager

Chesterfield, MO

Full-time

Onsite

Mid Level

Crane Agency is a long-established organization committed to providing exceptional service in the insurance industry. As a Commercial Lines Insurance Account Manager, you'll build strong relationships with clients, prepare submissions and proposals, and manage account transactions to ensure client needs are met effectively.

Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management

Comp. & Benefits

Responsibilities

Connect with Clients: You'll build strong relationships to understand their needs, creating insurance plans that protect their business and reduce risk

Teamwork: Work closely with the producer to achieve our unit's strategic goals. Strong collaboration and communication are essential

Submission Preparation: Prepare new business and renewal submissions, ensuring they're complete and accurate. We'll provide necessary tools like ACORD applications, risk narratives, loss runs and more. You'll submit these to carriers or our Marketing Department and follow up to ensure a prompt response

Account Management: Handle all account transactions using our management system—including applications, proposals, summaries, audits, endorsements, certificates, ID cards, binders, cancellations and more. You'll keep the client informed throughout the process and manage non-renewals effectively

Client Proposals: Prepare clear and concise proposals for clients. We want to ensure they understand their insurance programs and any recommendations we make

Documentation: Keep meticulous records in our agency management system (Applied EPIC) to prevent errors and omissions