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Commercial Lines Account Manager
INTRUST Bank. Make changes to customer accounts within carrier guidelines .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial lines insurance servicing, including account management, client communication, and compliance with carrier guidelines. Proficient in utilizing agency management systems and maintaining confidentiality while handling sensitive customer information.
Highest-signal resume keywords
Commercial Lines Insurance ServicingProperty & Casualty Insurance LicenseAccount ManagementProfessional CommunicationOrganizational Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Insurance QuotingAccount EvaluationClaims ProcessingData EntryAnalytical SkillsTime ManagementProblem-SolvingCustomer ServiceDocumentation ManagementRenewal Process Management
Soft Skills
Effective CommunicationNegotiation SkillsDependabilityConfidentialityMinimal Supervision
Tools & Technologies
Agency Management SystemMicrosoft ExcelMicrosoft Word
Certifications & Qualifications
Property & Casualty Insurance License
Industry Keywords
Commercial Renewal ProcessCustomer AccountsInsurance ClientsDisclosure PostingsTraining Attendance
About the role
Key responsibilities & impact- Make changes to customer accounts within carrier guidelines
- Remarket current commercial lines business when necessary
- Round current accounts with additional products
- Manage the Commercial Renewal process
- Solicit, refer, and evaluate new insurance clients
- Obtain and process information and documentation from carriers
- Service existing accounts, including payments, changes, audits, and claims
- Evaluate customer inquiries and make informed decisions
- Follow up with underwriters and customers throughout the renewal process
- Log all activities in the agency management system
- Maintain records, reports, and files
- Answer customer inquiries regarding coverage, changes, claims, payments, and audits
- Run monthly expiration reports according to the Commercial Renewal Procedure
- Handle overflow of new business when needed
- Assist producers when needed
- Maintain required disclosure postings and licensing
- Attend required meetings and training
- Answer telephones as needed
- Perform other duties assigned by management
Requirements
What you’ll need- High school diploma or equivalent required
- 3 years of previous commercial lines insurance servicing and quoting experience highly preferred
- Current Property & Casualty Insurance License in required lines, or ability to obtain license within 90 days of accepting position
- Professional oral and written communication
- Excellent organizational, time management, and analytical skills
- Ability to communicate and negotiate effectively
- High degree of dependability
- Effective problem-solving ability
- Strong computer skills, including Excel and Word
- Ability to handle highly sensitive information and maintain confidentiality of customers’ personal information
- Ability to work with minimal supervision
- Ability to lift up to 20 pounds
- Ability to travel as needed on a flexible schedule
Benefits
Comp & perks- Hybrid work arrangement with work performed in an office, private home office, or combination at management’s discretion
- Required training and meetings
- Equal Opportunity / Affirmative Action employer