Commercial Lines Account Manager Resume Samples

Commercial lines account manager undertakes job duties such as reviewing, creating and maintaining client database. The commercial lines account manager mentions and incorporate job roles and responsibilities such as – auditing and reviewing client account, updating shipping and sales policies, building rapport with clients to build company image, attending meetings conducted by other departments, maintaining contact with top executives and other managers, developing new business leads, processing sales order, providing service to customer accounts, managing sales and accounts of existing customers.

Candidates willing to take up this job line should be up-to-date of system technology, company policies, and billing software, they should have knowledge of insurance laws and rules and have excellent MS Office skills, they should also have people skills and technical expertise. Successful Commercial Lines Account Manager Resume displays a degree with relevant work experience.

 

Commercial Lines Account Manager Resume example

Commercial Lines Account Manager Resume

Headline : To secure a position with a growth oriented company. To provide exceptional service, building working relationships with customers for maximum potential.

Skills : AMS 360, Office, Excel.

Description :

    1. Managed a size book of commercial business. Ordered policy changes, billing audits both WC & CGL.
    2. Managed renewals, prepared submissions, marketed renewals, and handled all aspects of customer service including incoming calls.
    3. Delegated auto ID cards, certificates, and proposals and signed off on the same.
    4. Experienced in the Applied TAM agency software system.
    5. Provided administrative support to four Commercial Insurance Producers including appointment setting, dictation, and client correspondence.
    6. Provided a high level of product and service support to commercial clients.
    7. Resolved customer questions, issues, and complaints. Billing and checking policies and endorsements against applications and proposals.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
AA


Commercial Lines Account Manager III Resume

Summary : To obtain a position which will utilize my extensive skills and provide growth and self-development in the insurance, customer service and account management field.

Skills : Microsoft Office, Customer Service, Customer Service, 10-Key.

Description :

    1. Serviced over 800 Non-profit commercial accounts providing Property, Liability, Automobile, and Workers Compensation Insurance.
    2. Negotiated renewal premiums and coverage with carrier representatives and underwriters.
    3. Identified Cards, Certificates of Liability Insurance, and Evidence of Property Insurance.
    4. Managed heavy email and phone call volume on a daily basis with clients and brokers nationwide; Numerical data entry.
    5. Provided training and guidance to the Assistant Account Manager. Commercial lines department manager.
    6. Called lapsed customers each week to inquire about continuing needs.
    7. Led department in sales, renewals, and customer service.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management


Commercial Lines Account Manager I Resume

Objective : Focused, dedicated and enthusiastic insurance professional with experience combined in personal lines and commercial lines. Motivated to provide superior customer service.

Skills : AMS 360, Office, Excel.

Description :

    1. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
    2. Processed applications, payments, corrections, endorsements, and cancellations.
    3. Prepared necessary paperwork to process insurance sales and renewals.
    4. Submitted up-to-date activity and production logs to agency management for review.
    5. Presented and clearly explained insurance policy options to clients based on their needs and goals.
    6. Researched coverage and premium options and supplied clients with the best coverage available.
    7. Finalized and maintained all types of commercial lines insurance policies within the agency.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
GED

Sr. Commercial Lines Account Manager Resume

Summary : Dedicated Commercial Insurance Professional with experience combining management and customer service expertise in a fast paced working environment.

Skills : Insurance company websites, AMS Management System.

Description :

    1. Managed a multi-million dollar book of business for multiple producers.
    2. Marketed new and renewal business by obtaining the best possible quotes for presentation.
    3. Conferred with customers via email, telephone, or in-person to provide information about insurance products or services.
    4. Customer interactions or transactions recorded details of inquiries, complaints, or comments, as well as actions, are taken.
    5. Checked to ensure that appropriate changes were made to resolve customers' problems.
    6. Contacted customers to respond to inquiries or to notify them of policy investigation results or any policy adjustments.
    7. Resolved any customer service issues with carriers and correspond directly with clients, producers, and management.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management

Commercial Lines Account Manager II Resume

Headline : To secure a position with a strong, long-term company where, with in-depth commercial insurance, bonding and claims handling experience, can contribute to something great.

Skills : Applied Management System, MS Office, MS Excel, MS Word.

Description :

    1. Reviewed client accounts for proper limits and coverages. Cross/Upsell of coverage's to round out accounts.
    2. Assessed the risk, updating the customer information in the management system.
    3. Communicated with clients (both email and phone), making changes to their coverage's when needed or requested.
    4. Reviewed forms, obtaining renewal information (from client and/or producer), and marketing the account should it be deemed necessary.
    5. Completed applications for new business and marketing that new business to the carriers we represent.
    6. Worked closely with underwriters and brokers to follow-up on client needs.
    7. Processed of policies and endorsements, certificates of insurance (including any attached endorsements required).
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Commercial Lines Account Manager II Resume

Headline : A position as a General Lines Agent for Commercial and/or Personal Lines in the insurance industry. Looking for a career opportunity with a company that can help grow, and grow.

Skills : Customer Service, Claims Handling, Litigation.

Description :

    1. Hired on as commercial technician, quickly promoted to a claims representative.
    2. Answered customer inquiries and questions regarding policies, changes to current policies, quoting, and payments.
    3. Responsible for processing incoming policy changes, requests, and applications as well as running credit reports and Boech reports.
    4. Worked with underwriters from several different companies placing new accounts and re-marketing existing accounts.
    5. Completed INS-21, INS-22, and INS- 23 obtaining the Certificate of General Insurance.  Achieved perfect attendance since the date of hire.
    6. Completed Continuing Education courses and pre-licensing course awaiting licensing exam.
    7. Invoiced and collected payments, arranged premium financing. Checked policies and mailed or delivered to clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Education

Jr. Commercial Lines Account Manager Resume

Objective : Insurance professional with extensive experience providing excellent support to clients ranging from large corporations to small non-profits and individuals. Skilled at learning new concepts quickly.

Skills : Microsoft Office, Word, Excel, Outlook.

Description :

    1. Processed change requests, binders, application s, and endorsements.
    2. Responsible for the service of new and renewals of accounts.
    3. Created proposals for renewal s and new accounts. Kept spreadsheets and other insurance-related current.
    4. Maintained client's files are up-to-date with changes being requested. Assisted producers in placing new and renewal accounts.
    5. Assisted with account maintenance and customer service pertaining to customer retention. 
    6. Managed external customer communications including direct mail distribution Stocked and maintained office supplies.
    7. Contributed to the agency's success by marketing, quoting, and selling new Property & Casualty accounts.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
A.S

Asst. Commercial Lines Account Manager Resume

Objective : Strengths include carrier and agency side Commercial Lines account management, Commercial Lines policy rating, UAT/UET, black box testing, JavaScript, HTML and web development.

Skills : Microsoft Word, Excel and Outlook, 10 key calculator.

Description :

    1. Produced and serviced the entire book commercial lines book of business for the small/middle market.
    2. Maintained account receivable and monitor aged receivables.
    3. Responsible for account development, servicing & retaining existing business.
    4. Serviced, and production responsibilities. Sales and service of commercial lines book of business.
    5. Wrote multi-line commercial and personal insurance for various businesses and individuals.
    6. Processed policies and endorsements Provided customer service Set up Proposals and Summaries Back up for Bonds Accomplishments
    7. Assisted with putting together Policies and Procedures. Handled Washington Small Business.
Years of Experience
Experience
0-2 Years
Experience Level
Level
Junior
Education
Education
BS

Lead Commercial Lines Account Manager Resume

Summary : Results-oriented Personal/Commercial Insurance Agent seeks employment with a top-tier insurance agency. Talents include relationship building, training and sales presentations.

Skills : Microsoft Office, Microsoft Excel, Insurance.

Description :

    1. Processed applications, payments, corrections, endorsements, and cancellations.
    2. Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
    3. Developed, implemented, and monitored new underwriting guidelines for the agency.
    4. Promoted agency products to customers in person, on the telephone, and in writing.
    5. Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals.
    6. Submitted up-to-date activity and production logs to agency management for review.
    7. Pursued continuing education and training programs to continue professional development.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Psychology

Asst. Commercial Lines Account Manager Resume

Headline : Reliable and resourceful Licensed Insurance Agent with experience in Commercial Lines Property and Casualty Insurance. In depth in fast pace environment with ambiguity.

Skills : Microsoft Office, AMS 360, Customer Service.

Description :

    1. Assisted producers in obtaining, maintaining, expanding, and servicing accounts.
    2. Communicated with clients to understand and meet their needs.
    3. Submitted changes, quotes, applications, and renewal requests to multiple insurance carriers.
    4. Reviewed audits, endorsements, and renewal policies for accuracy making sure to avoid coverage gaps.
    5. Processed policy documents and endorsing policies. Taking and filing claims, following up with carriers regarding outcomes.
    6. Obtained completed applications from the insured and submitted it to the carrier for a quote.
    7. Presented quotes to insured's, bound the new coverage, and reviewed the new policies to ensure they were issued correctly.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
B.A.

Commercial Lines Account Manager Resume

Summary : Highly experienced Customer Service professional. Excellent problem solving skills. Excellent listening skills, oral and written communication. Comfortable communicating with all levels of the organization and public.

Skills : Microsoft Outlook, Word Processing, Word Processing, Excel Spreadsheet.

Description :

    1. Managed commercial accounts in quoting, changes, renewals, certificates, coverage review, billing, and claims.
    2. Worked with others to convert our agency to a new management system last year.
    3. Special projects for producers including claims analysis & coverage review.
    4. Issued special event policies, guardian and probate bonds, converted account files to paperless.
    5. Processed and billing and switching to the new agency management system.
    6. Organized renewal review and coverage summaries. Skills Used Computer, organizational, time management.
    7. Prepared pre-renewal packets for client review. Visiting customers to establish relationships.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Accounting