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Polly · 4 days ago

Account Manager, Commercial Lines

United States

Full-time

Remote

Mid Level

$60K/yr - $65K/yr

Polly is a leading digital insurance marketplace specializing in automotive insurance. The Account Manager, Commercial Lines will be responsible for servicing assigned commercial insurance accounts, developing client relationships, and ensuring service needs are met.

Enterprise SoftwareFleet ManagementInsurance

Responsibilities

Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients

Develop and maintain relationships with clients to ensure that all service needs are met

Develop new business from existing accounts and contribute to meeting departmental production goals

Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage

Prepare client proposals based on client’s needs, rates, and coverages

Prepare all transactions for assigned accounts, i.e., applications, certificates of insurance, invoices, forms

Maintain the accuracy of data in the agency management system

May handle collections of premiums due

Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company

Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives

Other responsibilities as assigned by Manager

Qualification

Commercial insurance experienceProducers’ licenseCommercial lines knowledgeMicrosoft Office proficiencyOrganizational skillsInterpersonal skillsCommunication skillsTeamwork ability