Senior Commercial Lines Account Manager

Overview:

Wilson, Washburn & Forster Insurance (an Alera Group company) is seeking an experienced, reliable, and self-starting Senior Commercial Lines Account Manager to join their team!

Are you looking to be part of a company where you have exciting opportunities to learn, grow and make a positive impact?

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.

If that’s what you’re looking for, this is your chance to be part of an amazing organization!

The Senior Commercial Lines Account Manager's role is to provide assistance to Account Executives and Producers in handling and processing renewal of commercial lines business. Provide in-house customer service to clients as assigned and requested.

Responsibilities:

• Coordinate expirations with Producer and /or account executive to obtain renewal information.
• Maintain expiration control log.
• Assist in marketing renewal business, determine premiums, prepare presentation packets and maintain underwriting and marketing information by carrier.
• On larger accounts, check renewal policies for accuracy in rating, typing, coverage, signatures and input these transactions to generating billing invoices. Ensure that these items are delivered and/or mailed to client.
• Receive phone calls from clients and companies regarding insurance, claims or administrative problems and comply with the request and/or refer to the Producer only when necessary, book renewal policies, handle change requests, and cross sell all accounts.
• Maintain a suspense system to follow up on outstanding orders, correspondence, reports and follow up on overdue and suspense items.
• Prepare renewal packets and complete applications as appropriate in preparation for renewal marketing.
• Bill new and renewal agency bill policies in accordance with agency procedures.
• Maintain electronic and/or paper files in an orderly up-to-date manner.
• Perform special projects at management’s request.
• Respond to all emails/phone calls in a timely manner.
• Be familiar with and follow Agency E&O guidelines.
• Additional tasks as requested by agency management to help make Wilson, Washburn & Forster a great workplace and help the agency grow
• Maintain a positive attitude and promote a healthy work environment.

Qualifications:

• Must be self-starter, imaginative and creative with good communication skills, both verbal and written.
• Must work well in a team environment as well as individually
• Should have thorough understanding of commercial lines underwriting and coverages.
• Minimum two years’ experience in similar position desirable.
• Florida 220 License
• Experience with Applied EPIC preferred.

Equal Opportunity Employment:

We offer comprehensive benefits to employees, including medical, dental, STD, LTD and life insurance, 401k, paid time off and much more.

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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