We are looking for a motivated, positive, team player to join our growing team! The Commercial Lines Account Manager is responsible for maintaining and maximizing day to day relationships with our commercial customers both new and renewal. This role will be assigned a book of business that they will be in charge of handling the on going service needs of.
Responsibilities:
- Functions as the day-to-day customer contact and focuses their time on trouble shooting issues and helping the client make well-informed decisions that position the client for success.
- Keep proper documentation
- Work with the producer and other team member on the renewal strategy
- Carryout renewal bind processes for new and renewal business
- Review quotes for accuracy against supporting documents
- Discuss coverage/price with underwriter as needed
- Review customer audits and discuss if any questions arise
- Review billing questions from customers
- Put together new business and renewal presentation documents
Requirements:
- 3+ years of commercial Insurance experience
- Ability to communicate effectively both verbally and written
- Strong organizational skills and attention to detail
- Property & Casualty license (or ability to acquire within 90 days)
About Oaklane:
A Family owned and operated Independent Insurance Agency focused on middle market commercial business. We are looking to add to the team as we continue to grow.
Benefits:
- Flexible work environment
- Paid time off (PTO)
- 401k contribution of 3% (whether you contribute or not)
- Health Insurance
*Hybrid work schedule is possible based on experience and qualifications
