Responsible for issuing and renewing insurance certificates for commercial lines clients. This includes reviewing policy data, communicating with account managers, and providing customer service to insured parties.
The Account Manager assists the Producer in generating new business and maintaining existing client policies. They serve as the primary contact between clients, prospects, the agency, and insurance carriers.
The Commercial Lines Account Manager is responsible for providing high-level support in maintaining and expanding commercial insurance accounts while ensuring accurate service for clients and producers. They will manage workflows, negotiate terms with carriers, and educate clients on coverage, exposures, and audit procedures.
