The Liberty Company Insurance Brokers, LLC · 4 hours ago
Small Business Unit Commercial Lines Account Manager
United States
Part-time
Remote
Mid LevelThe Liberty Company Insurance Brokers, LLC is a dynamic insurance organization known for its culture-first approach and multiple industry accolades. They are seeking a Commercial Lines Account Manager for their Small Business Unit to provide professional service to clients and support company growth through effective account management.
Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
Primarily responsible for small to mid-size commercial lines accounts
Work with Account Executive and/or Department Lead for guidance and training on all aspects of servicing clients
Prepare company submissions for new/renewal business, market as appropriate, and prepare proposals
Prepare all change requests and review audits and policies for accuracy
Setup and prepare new account files in AMS360 per agency procedures
Invoice all agency bill transactions within 48 hours and collect premiums accordingly
Notify producer of any unpaid audits in a timely manner and request appropriate actions be made according to carrier audit guidelines and timeframe
Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies
Prepare and process cancellations when required and follow up on notices of cancellations per agency procedures
Respond to all carrier memos and process any necessary updates
Prepare and process client requests, including ID cards, evidence of property, certificates of insurance, and binders
Review policies and related documents for accuracy and deliver policies to insureds as needed
Work with producers to evaluate exposure, negotiate and interpret coverage, review with clients as needed
Evaluate and recommend additional coverage based on client needs. Quote/propose as appropriate
Keep producers fully informed of all important activities on their accounts
Review monthly reports- Aged Receivable, renewal/expirations, and Suspense reports in a timely manner
Service Company and clients in a manner to avoid potential exposure to E&O claims
Alert management of incidents that may require management assistance or approval
Respond to phone calls and e-mails within acceptable timeframe not to exceed 24 hours
Process client requests (e.g. ID cards, certs, binders) within 24 hours of request
Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in the account management system
Utilize account management suspense system to follow up on outstanding items in a timely manner to avoid overdue situations
Prioritize workload and request assistance as necessary to reduce backlog
Participate with management and other departments/personnel on special projects and other duties as needed
Keep current on rates, forms and coverage changes through bulletins, trade publications, and seminars
Participate in seminars and classes for skill and knowledge development
Qualification
Required
High school diploma or equivalent is required
Active DOI P&C License required
Knowledge of AMS360 OR Epic systems or similar agency management system
Good listening skills, attention to detail, and a positive attitude are essential
Knowledge of commercial insurance and products
Located in Pacific Time Zone
Preferred
College degree preferred
Professional designation is a plus
Benefits
Comprehensive benefits
Generous paid time off and holiday pay
Continued education support
Company-sponsored programs designed to promote wellness, stress management, and community involvement
Company
The Liberty Company Insurance Brokers, LLC
The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years.
Founded in 1987
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$440MKey Investors
JP Morgan Chase
2025-02-13Debt Financing· $100M
2023-07-31Debt Financing· $340M
Leadership Team
Bernadetta Scholz
Chief Financial Officer & Board Member
Mercedes Meseck
Senior Vice President & Partner
Recent News
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