Job Description

Commercial Lines Account Manager (Entry Level)

Reports To: Sam Isner, Operations Manager

Job Classification: full-time (40 hours weekly), non-exempt

Starting Compensation: $42,000-46,000, plus performance bonuses

Primary Role:

Day-to-day maintenance and servicing of assigned Commercial Lines accounts, including but not limited to:

  • Marketing & placement of CL new business and renewal accounts
  • Maintaining a high level of client service and satisfaction on assigned accounts
  • Achieving agency account retention goals through proactive account rounding, up-selling of limits and coverages, and by providing extraordinary client service

Qualifications & Education

  • Two-year associate college degree required; four-year college degree preferred
  • Excellent time management, verbal and written communication skills
  • High degree of self-motivation and self-direction
  • Demonstrated desire for continuous professional improvement
  • Demonstrated ability to have fun, contribute to positive company culture, and celebrate success

Duties

  • Support Producers’ sales efforts by developing complete submissions on new and renewal business and obtain quotes in conjunction with agency marketing procedures
  • Perform annual review and risk exposure analysis of renewal policies for proper coverage, incorporating information obtained from client and/or Producer
  • Maintain AMS client files and ensure proper documentation, by processing all policies, endorsement changes, audits, invoices, E&S binders, certificates of insurance, documentation, activities, etc., according to agency procedures, and within agency timelines
  • Maintain control of renewal expiration lists and aged receivables in accordance with agency guidelines
  • Respond to client inquiries, company requests, and all incoming communications in accordance with agency guidelines
  • Review all items to be processed, to ensure items were received as ordered
  • Prepare billing as applicable, following agency’s credit and collections policies
  • Participate in courses for insurance/sales skills
  • Maintain current knowledge of carrier underwriting requirements
  • Remain current with industry trends by reading appropriate journals and company bulletins
  • Participate in any special projects at management’s request

If you would like to apply for this position:

  1. Email your resume to sam.isner@isnerinsurance.com
  2. Once you have emailed your resume, let Sam know you’ve applied by texting him at (614)362-1342

Request Your Proposal Here

Are you ready to save time, aggravation, and money? The team at Isner Insurance is here and ready to make the process as painless as possible. We look forward to meeting you!

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