Commercial Lines Account Manager Floater

The Commercial Lines Account Manager Floater is responsible for providing a wide range of support in an assigned region maintaining a high level of customer service to retain established accounts and solicit new business as opportunity presents itself.

The essential functions include, but are not limited to the following:

• Establish and maintain a positive team-oriented relationship with colleagues.
• Adhere to company policies and procedures for workflow and documentation.
• Support office(s) as assigned within the United Insurance Organization
• Maintaining a professional connection between clients, the agency and company underwriter.
• Review and process mail using personnel and procedures in place for support.
• Respond to daily telephone calls and requests for: ID cards, Binder, BOR, cancellations and reinstatements.
• Request policy amendments.
• New business proposals and policy renewal marketing. This includes preparation of applications, rating and forwarding to designated companies, for the correct placement and coverage for each risk. Information is then communicated to the insured or prospective client.
• Communicate quotes to customers regarding policies, costs, consequences, and obligations.
• Keep a record of client activity with detailed documentation in EPIC, this will require follow-up with the client and/or carrier.
• Check the monthly renewal list which includes review of renewal policies, making any changes on coverages as appropriate. This also includes follow up to company for any policies not received by renewal date.
• Process invoices to client.
• Order updated loss runs as requested by the carrier.
• Work with the Accounting Department on agency billed accounts per written standards.
• Collaborate with Producers on new business renewals and remarketing renewals.
• Participate in Educational Seminars or workshops to emphasize improvement in customer service skills and sales.
• Work with the Audit and Training department as needed.
• Travel as needed.
• Meet or exceed job metrics for success.
• Performing other duties as assigned.