Commercial Lines Account Manager
Overview:
CBM Insurance Group, an Alera Group Company, is seeking a Commerical Lines Account Manager to join our team!
Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?
If that is what you’re looking for, this is your chance to be part of an amazing organization!
Join a team where each employee is empowered to listen generously, speak straight, collaborate, and build each other up through mutual accountability and shared success.
The Commercial Lines Account Manager will perform duties independently operating from established directions and instructions. Working within a collaborative team atmosphere for providing exceptional customer experience. Decisions are made within general company policy constraints and insurance laws and require independent decision-making
Responsibilities:
- Coordinating with Commercial Sales team to follow agency procedures for handling of commercial client accounts related to:
- New Business
- Renewals
- Endorsements
- Cancellations
- Audits
- Billing/Financing
- Certificates/EPI/Schedules of Insurance/Auto ID Cards
- Payments
- Customer Service
- Provide an exceptional customer experience. Communicate with internal and external customers in a friendly, professional, and patient manner.
- Perform all duties with the goal of building and maintaining long-term customer relationships.
- Immediately address any customer’s concern. Request involvement of other firm personnel as required. Notify Commercial Lines Manager of any major concerns and the action taken to resolve
Qualifications:
- Property and Casualty license required
- Commercial Lines experience required
- High School diploma/GED required with minimum of 2+ years of industry related experience
- Applied Epic experience preferred
- General knowledge of insurance laws
- Working knowledge of Microsoft Office products.
Equal Opportunity Employment:
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
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