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.
Hired on as commercial technician, quickly promoted to a claims representative.
Answered customer inquiries and questions regarding policies, changes to current policies, quoting, and payments.
Responsible for processing incoming policy changes, requests, and applications as well as running credit reports and Boech reports.
Worked with underwriters from several different companies placing new accounts and re-marketing existing accounts.
Completed INS-21, INS-22, and INS- 23 obtaining the Certificate of General Insurance. Achieved perfect attendance since the date of hire.
Completed Continuing Education courses and pre-licensing course awaiting licensing exam.
Invoiced and collected payments, arranged premium financing. Checked policies and mailed or delivered to clients.
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.
Processed change requests, binders, application s, and endorsements.
Responsible for the service of new and renewals of accounts.
Created proposals for renewal s and new accounts. Kept spreadsheets and other insurance-related current.
Maintained client's files are up-to-date with changes being requested. Assisted producers in placing new and renewal accounts.
Assisted with account maintenance and customer service pertaining to customer retention.
Managed external customer communications including direct mail distribution Stocked and maintained office supplies.
Contributed to the agency's success by marketing, quoting, and selling new Property & Casualty accounts.
Asst. Commercial Lines Account Manager Resume
Skills : Microsoft Word, Excel and Outlook, 10 key calculator.
Produced and serviced the entire book commercial lines book of business for the small/middle market.
Maintained account receivable and monitor aged receivables.
Responsible for account development, servicing & retaining existing business.
Serviced, and production responsibilities. Sales and service of commercial lines book of business.
Wrote multi-line commercial and personal insurance for various businesses and individuals.
Processed policies and endorsements Provided customer service Set up Proposals and Summaries Back up for Bonds Accomplishments
Assisted with putting together Policies and Procedures. Handled Washington Small Business.
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.
Processed applications, payments, corrections, endorsements, and cancellations.
Interviewed prospective clients to learn about their financial needs and to discuss any existing coverage.
Developed, implemented, and monitored new underwriting guidelines for the agency.
Promoted agency products to customers in person, on the telephone, and in writing.
Compiled coverage and rating information in an accessible format. Prepared necessary paperwork to process insurance sales and renewals.
Submitted up-to-date activity and production logs to agency management for review.
Pursued continuing education and training programs to continue professional development.
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.
Assisted producers in obtaining, maintaining, expanding, and servicing accounts.
Communicated with clients to understand and meet their needs.
Submitted changes, quotes, applications, and renewal requests to multiple insurance carriers.
Reviewed audits, endorsements, and renewal policies for accuracy making sure to avoid coverage gaps.
Processed policy documents and endorsing policies. Taking and filing claims, following up with carriers regarding outcomes.
Obtained completed applications from the insured and submitted it to the carrier for a quote.
Presented quotes to insured's, bound the new coverage, and reviewed the new policies to ensure they were issued correctly.
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.
Managed commercial accounts in quoting, changes, renewals, certificates, coverage review, billing, and claims.
Worked with others to convert our agency to a new management system last year.
Special projects for producers including claims analysis & coverage review.
Issued special event policies, guardian and probate bonds, converted account files to paperless.
Processed and billing and switching to the new agency management system.
Organized renewal review and coverage summaries. Skills Used Computer, organizational, time management.
Prepared pre-renewal packets for client review. Visiting customers to establish relationships.