Commercial Account Manager

General Description

The Select Commercial Account Manager is responsible for assisting Producers and other Account Managers with the servicing of assigned accounts in accordance with the practices, policies and procedures of the Company.

Essential Duties and Responsibilities

  1. Prepares and coordinates all transactions, paperwork, and internal processing for assigned accounts, including but not limited to:
  • Quoting
  • Applications
  • Invoicing
  • Policies
  • Certificates of Insurance & Evidence of Property Insurance
  • Endorsements
  • Proposals for Renewal Accounts
  • Change Requests
  • Audits
  • Annual Review Preparation
  • Cancellations
  1. Prepares quotes, invoices, transmittals, ID cards, certificates of insurance, binders and cancellation forms as required

  2. Reviews and processes change requests in the agency management system

  3. Participates in the renewal preparation process, including generating renewal updates on accounts specified by the Producer

  4. Provides quality customer service to clients, team members, and carriers

  5. Reviews policies and endorsements for completeness and accuracy

  6. Prepares policies for delivery to clients

  7. Communicates with company personnel regarding the client's needs and/or issues

  8. Maintains an accurate suspense system on all items that require a response

  9. Responds to customer inquiries

  10. Orders Marshall Swift and other insurance underwriting reports

  11. Input/maintain data on account management system and ancillary systems as required

  12. Other reasonable duties as assigned by your supervisor

The essential duties contained in this job description reflect general details as necessary to describe the principal functions of this job, the level of knowledge and skill typically required and the scope of responsibility. It should not be considered an all-inclusive listing of work requirements. Individuals may perform other duties as assigned, including work in other functional areas to cover absences, equalize peak work periods or otherwise to balance the workload.

Work Experience Requirements

  • At least three years of demonstrated proficiency in Select business account management required
  • Exceptional customer service skills
  • Excellent organizational, interpersonal, communication skills
  • Proven ability of working in a successful team environment
  • Strong data entry skills
  • Ability to exercise independent judgment
  • Proficient in Microsoft Word, Excel, Outlook, and internet utilization
  • EPIC Agency Management System experience preferred but not required

Education Requirements

High School diploma required; AA and/or College degree preferred.

Licensing or certification Requirements

FL 2-20 P&C License

Current with all necessary CE credits in required lines and states

Professional designation highly desirable (CRIS, CIC, AAI, ARM)


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