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Senior Account Manager, Commercial Lines
First United Bank. Service a commercial lines book of business .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive experience in Commercial Lines insurance account management, including client relationship building, policy processing, and compliance with insurance regulations. Proficient in managing complex risks and maintaining accurate client data within operating systems.
Highest-signal resume keywords
Commercial Lines Insurance Account ManagementOklahoma and TX Property & Casualty Insurance LicenseApplied Epic ProficiencyCISR, CIC, AINS, AAI, ARM, CRM, or CPCU DesignationsClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Lines Coverages KnowledgePolicy ProcessingBilling and Payments HandlingClaims Coordination AssistanceProposal CreationAccount RoundingRating and ComparisonsCancellations TrackingBonds ProcessingSupplemental Applications Completion
Soft Skills
Customer CareRelationship BuildingCommunicationOrganizational SkillsAttention to Detail
Tools & Technologies
Microsoft OfficeApplied EpicInsurance Carrier Websites
Certifications & Qualifications
High School Diploma or GEDOklahoma and TX Property & Casualty Insurance LicenseCISRCICAINSAAIARMCRMCPCU
Industry Keywords
Commercial Lines InsuranceInsurance Account ManagementClient Data ManagementUnderwriting InformationInsurance Policies
About the role
Key responsibilities & impact- Service a commercial lines book of business
- Build and solidify relationships with existing clients through ongoing customer care
- Handle endorsements, billing/payments, invoice transactions, record payments, and finance agreements
- Assist the Claims Coordinator when needed
- Create new and renewal business submissions
- Create letters, order loss runs, and obtain/order experience modifiers
- Gather and help complete supplemental applications and supporting documentation
- Issue certificates, evidence of insurance, auto ID cards, and binders
- Process and mail policies
- Create proposals for Producers
- Track and process cancellations
- Track audits
- Issue and process bonds
- Lead the renewal process in partnership with the Production team
- Support one or more Producers and serve as first line of contact when the Producer is unavailable
- Remarket accounts when necessary
- Perform account rounding for existing Commercial Lines business
- Complete rating and comparisons
- Build carrier relationships and maintain awareness of carrier updates and underwriting information
- Maintain complete and accurate client and policy data and documents within operating systems
- Perform other related duties assigned by the supervisor
Requirements
What you’ll need- High School Diploma or GED equivalent
- 3-7 years of Commercial Lines insurance account management experience required
- Oklahoma and TX Property & Casualty Insurance License
- Thorough knowledge of commercial lines coverages and markets
- Experience with handling large, complex risks
- Professional designations such as CISR, CIC, AINS, AAI, ARM, CRM, or CPCU highly desirable
- Proficient in PC operating systems – Applied Epic
- Proficient in Microsoft Office - Outlook, Word, Excel, etc.
- Knowledge of and experience with Insurance Carrier websites
- College Degree preferred
Benefits
Comp & perks- Exciting opportunities for employees to grow and follow their passions
- Learning organization environment
- Equal Opportunity Employer