Commercial Lines Account Manager

Job Description

Commercial Account Managers Structure


  • Serve as primary contact for insured and producer
  • Work directly with clients and carriers to assist agents to renew accounts and retain clients
  • This position will have a marketing department and Resource pro to handle policy check, renewal and new business
  • Create new business submission
  • Create proposal for renewals upon request, including coverage checklist
  • Bind renewal coverage and ensure all documents required are secured
  • all necessary carrier and premium updates
  • Obtain renewal exposures via form letter, 60 days out, and update submission with information for agents if needed
  • Generate claims notifications for carriers and inform agents, follow up as per procedures
  • Maintain suspense with attention to priority items, including binding confirmations, audits, outstanding u/w information
  • Review policy forms prior to sending for certificate issuance to ensure policy has appropriate coverage; if coverage is not accurate, advise CSR to endorse accordingly and issue both change request and certificate
  • Maintain documentation and ensure client file in Epic system is consistent with paper file for E&O purposes
  • Pursue CE and designation opportunities
  • Follow agency standards and operational goals
  • Due to changing business conditions, additional duties or functions may be assigned to this position by management

Location Alpharetta,  Georgia 


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