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Company

Original Job Post

Patra Corporation · 2 days ago

Commercial Lines Account Manager

United States

Full-time

Remote

Mid Level

3+ years exp

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Insurance

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Responsibilities

Service and manage all aspects for small commercial clients and their policies

Maintain and develop client and company business relationships

Retain and manage all policies including service center, non-service center, and surplus lines

Promote growth of existing book through account rounding

Market when necessary on renewal and new business

Maintain clients / policies in agency management system

Manage and coordinate processing of renewals, certificate of insurance, endorsements, audits, cancellations, auto ID cards, binders, summary of insurance, and edits with team

Inform, educate, and make recommendations to clients about policy coverages, changes, exclusions, and insurance coverage needs

Stay abreast and maintain detailed knowledge of current market conditions and technical knowledge

Maintain knowledge / understanding of technology-based tools and solutions

Provide good customer service

Use analytical and critical thinking in work processes and communication skills

Maintain a paperless workflow

Protect confidentiality of information

Other duties as assigned

Qualification

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Commercial insurance experienceProperty casualty licenseKnowledge commercial coveragesAgency management systemElectronic document managementComputer skillsCarrier websitesMicrosoft OutlookMicrosoft ExcelMicrosoft WordAdobeIndependent problem solvingProblem solverSelf-starterDetail orientedWell organized communication

Required

3 to 5 years of Commercial Lines Retail Insurance Experience

Active Property & Casualty Insurance License

Firm working knowledge of commercial lines coverages and services

Understanding and knowledge of handling small commercial lines accounts

Experienced user of Agency Management System and Electronic Document Management

Be self-starter, creative, and problem solver

Must be detail oriented and well organized

Must have excellent computer / internet skills, proficient in using carrier websites, and proficient in Microsoft Outlook, Excel, and Word as well as Adobe

Ability to deliver results to clients through coordinating and managing efforts of others

Ability to resolve problems independently

Willingness to continually upgrade knowledge and understanding of the insurance industry as well as technology that is available