Commercial Lines Account Manager I

Job DetailsLevel: ExperiencedJob Location: PFI Panama City Corporate Office - Panama City, FL 32405Position Type: Full-Time (30 + hours/week)Education Level: 4-40 Insurance LicenseSalary Range: $20.00 - $25.00 HourlyTravel Percentage: Not applicableJob Shift: DaysJob Category: Insurance$250 Employee Referral Bonus paid after 90 days.

The Commercial Account Manager I is a mid-level position and is responsible for ensuring commercial lines clients receive timely and quality service. Responsibilities are focused on reviewing and accurately troubleshooting client service needs and assisting in the management of clients insurance policies.

The Commercial Account Manager I is expected to have excellent attendance and communication skills, possess the ability to build lasting business relationships, and exhibit professionalism.

Essential Job Duties and Responsibilities:

Support Commercial Lines Department Producers in routine account maintenance 
Maintain a courteous and effective relationship with clients, co-workers, carriers, and other business contacts
Maintain all client files in the agency management system with full policy detail and use the system for all transactions and notes 
Respond to client inquiries, incoming mail, company requests and producers needs on a timely basis 
Collect renewal data on assigned accounts
Review and order renewals according to agency procedures 
Survey policy coverages and identifies cross-selling and upgrading opportunities
Review, analyze and submit applications to insurance companies 
Follow agencys underwriting guidelines 
Prepare quotations, coverage summaries/comparisons, proposals and recommendations needed to ensure clients/prospects understanding and adequacy of coverage 
Review new business, renewals, endorsements to insure items were received as ordered 
Prepare billing following agencys credit and collection policies 
Coverage for the Receptionist at the front desk as needed
Assist with other clerical tasks within the office as requested
Participate in courses for insurance/sales skills 
Maintain current knowledge of underwriting requirements of carriers

Knowledge, Skills and Abilities (KSAs):

Good oral and written communication skills 
Technical and client relations expertise 
Proficient in Microsoft Suite 
Property casualty commercial lines and bond product knowledge and risk management expertise 
Agency management system computer skills 

Education and Experience:

High School Diploma or Equivalent required
3-5 years of Commercial Lines P&C insurance office experience required 
Current License 4-40 required

Physical Demands:

Support agency and assigned producers by placing and processing new business and renewals. 
Retain renewals through the provision of quality service 
Support sales and account growth objectives of the agency through cross selling, up selling, making inter departmental referrals and obtaining testimonials and referrals
Must be able work with a computer for a minimum of 7 hours daily either standing or sitting
Must be able to read printed materials and computer screen with or without MS or other software accessibility functions
Must be able to effectively communicate in e-mail, by phone, or in person during the course of the workday

Qualifications