Job Description

Commercial Lines Account Manager

Reports To: Sam Isner, Operations Manager

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

Starting Annual Compensation: $55,000-60,000

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

  • Ohio Property & Casualty licenses
  • Minimum 3 years insurance brokerage or equivalent experience
  • Completion of CISR or ACSR designation; currently enrolled in ARM, AU, or CPCU program
  • Two-year associate college degree required; four-year college degree preferred
  • Extensive knowledge of all lines of commercial insurance, including sophisticated and less common coverages, especially those products represented through agency
  • Thorough knowledge of brokerage operations including claims handling, procedures, commercial lines rating, agency management system, and applicable insurance laws/codes
  • Experience and expertise in operating in electronic environment; excellent automation skills, including AMS, Outlook, Word, Excel, writable software, e-signature, file-sharing software, carrier proprietary systems, and phone system
  • Familiarity with risk assessment and risk management techniques
  • Excellent time management, organizational and verbal and written communication skills
  • High degree of self-motivation and self-direction

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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