Commercial Lines Insurance Account Manager
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Job Description
Job Description:
Role
The Commercial Lines Insurance Account Manager’s role at Capitol Agency is integral to the growth and retention of the agency’s book of commercial business. This position acts as a point of contact for commercial lines customers and companies, assists with policy remarketing and renewals, and helps to maintain the agency’s high compliance standards.
Essential Duties & Responsibilities
Assists Account Executives and customers with placing Commercial Lines insurance coverage.
Explains products and services, submits applications, and processes endorsements.
Services and maintains existing accounts including responding to customer’s requests and generating policy documents.
Maintains accurate records for customer/company interactions in the agency management system.
Assists with policy remarketing and premium audits at the direction of their assigned Account Executive.
Prepares, processes, and reviews insurance applications for accuracy and completeness.
Assists with customer billing inquiries and changes.
Assists with claims process by directing the customer to the company for direct claims reporting.
Perform other duties as assigned.
Participate in proactive team efforts to achieve departmental and company goals.
Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.
Experience
Minimum one to three years of similar or related experience.
Education/Certifications/Licenses
Bachelor’s degree or equivalent. Currently possess or must obtain Kansas/Missouri Property & Casualty License and Kansas/Missouri Life & Health License. CISR, CIC or other insurance related designations are preferred. Must have a valid driver’s license.
Skills
A high level of organization and attention to detail is required. Must be able to work independently and problem solve complex coverage placement and issues with minimal supervision. A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and
explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.
CapFed® is an equal opportunity employer.