The Commercial Account Manager will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Work with sales team to review best coverages for accounts

Make and Receive calls to agency insureds regarding policy questions, renewals, and new business

Quickly learn the agency management system and standardized system of filing

Input data into management system in an accurate and timely manner

Shop new and renewal business accounts through insurance market

Collaborate with sales team to secure renewal business

Independent servicing of assigned book of business, endorsements, policy changes and record keeping

Remotely send accounts for signature and binding

Active 2-20 license

Experience with AMS360 or Epic