Commercial Lines Account Manager
Company: Gregory & Appel Insurance
Posted on: March 18, 2023
HERE'S WHAT YOU'LL DO AT G&A
You'll work with top-notch industry leaders to ensure our
clients' policies cover their exposures, are up-to-date and in
compliance. Always keeping an eye out for legal and compliance alerts,
you'll send out notifications as needed. Working as a team, you'll
strive to continuously improve the client's experience from sign-on to renewal.
ABOUT THE ROLE
The Commercial Lines Account Manager (AM) provides support in
obtaining, maintaining, expanding, and servicing accounts. The AM is
responsible for assisting the Producer in writing new accounts and
rounding out existing accounts. The AM possesses more technical and
coverage knowledge than that of a CSA. The AM can handle medium to
large accounts with minimal to no assistance.
workflows including, but not limited to, preparing new applications
in agency management system, ordering loss runs, submitting
applications to carriers, obtaining client signatures as
appropriate, and following up to ensure timely responses in
conjunction with Producer.
to, change requests, requests for certificates, audits, notice of
cancellations and endorsements.
but not limited to, policies, endorsements, audits, cancellations,
and secures corrections from carriers on incorrect items.
endorsements, cancellations, and audits.
Experience and Skills:
You know the game. You have a broad knowledge of
commercial insurance products, usage and markets.
You can communicate with the best of them. You can
write professional and concise emails, and you're just as comfortable
conversing with clients over the phone or on Zoom.
You know Microsoft Office. You are familiar with MO
products, especially Outlook, Word and Excel.
You are flexible & organized. You thrive at both
working by yourself and as part of a team. You are able to manage your
time efficiently and ask for help when needed (because everybody
needs a little help now and then).
WHY WORK AT G&A?
Who wouldn't want to work for a company that...
We work hard to serve our clients, colleagues and community, but we
also know it's important to celebrate the wins, learn from our losses
(and from each other) and grow together in our differences. That's why
we are committed to nurturing our people in their personal and
professional growth, both in the office and in life.
Ready to take your career adventure to new heights? Apply today
and see for yourself why we've been consistently named to the
Best Places to Work in Indiana.
Don't have a college degree? No sweat! We don't require certain
degrees or designations for this position. We are focused on
hiring hard-working, talented individuals with growth mindsets.
Years of Experience:
* Minimum 1-3 years
* Bachelor's Degree; or combined equivalent years of
education and experience
License, Certification, or Registration:
* P&C License is
required or obtain upon hire if applicable
* Must be a licensed Property &
Casualty insurance agent
* Minimum 3 years of Commercial
insurance service experience
* Possess professional designation
such as CIC, CPCU, CRM, CISR, or ARM preferred
manages minimum revenue of $400,000
* Comprehensive knowledge of
insurance products, trends, markets, and underwriting
* Good organizational, verbal, and written
communication skills necessary
* Ability to utilize computer
programs and understand functionality
* Strong knowledge of
Microsoft products (Outlook, Word, Excel)
* Basic understanding
of standard accounting practices
* Ability to carry out complex
* Ability to communicate orally and in writing with others
to explain detailed issues and receive and interpret
* Ability to maintain a positive attitude, express
enthusiasm, and be flexible
* Meets or exceeds expectations
regarding job knowledge, quality, efficiency, initiative, cooperation,
customer service, and overall performance
* Ability to work
independently or as part of a team
* Maintains a professional,
helpful and courteous demeanor with clients, carrier personnel, and
Oh, and we don't just build the best benefits programs for our
clients - we also give our colleagues the best. Some of the sweet
benefits you'll enjoy include:
Keywords: Gregory & Appel Insurance, Indianapolis , Commercial Lines Account Manager, Accounting, Auditing , Indianapolis, Indiana
here to apply!