Department: Insurance & Financial Services
Employment Type: Full Time
Location: Newark, New Jersey, New Jersey
We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at our independent insurance agency in the heart of downtown Metuchen, NJ. As a Commercial Lines Account Manager, you will be responsible for assisting an Account Executive servicing the book of business.
This is a key role within our organization, requiring strong account management skills.
Key Responsibilities
- Assist an Account Executive servicing a commercial lines book of business.
- Process endorsements and invoice when applicable.
- Obtain direct-billed renewal quotes and policies; update/renew policies in AMS, forward to insureds, and follow up as needed.
- Check policies, update the system, and request carrier corrections for discrepancies.
- Handle change requests and follow-up.
- Review specifications and issue certificates of insurance (COIs).
- Handle loss control recommendations, inspection requests, and follow-ups.
- Handle audits and reconciliation.
- Maintain suspense and follow-ups in AMS.
- Obtain company portal logins with setup assistance.
- Complete monthly vehicle and driver reporting on assigned accounts (minimal in this unit).
- Process endorsements and invoice when applicable.
- Obtain direct-billed renewal quotes and policies; update/renew policies in AMS, forward to insureds, and follow up as needed.
- Check policies, update the system, and request carrier corrections for discrepancies.
- Handle change requests and follow-up.
- Review specifications and issue certificates of insurance (COIs).
- Handle loss control recommendations, inspection requests, and follow-ups.
- Handle audits and reconciliation.
- Maintain suspense and follow-ups in AMS.
- Obtain company portal logins with setup assistance.
- Complete monthly vehicle and driver reporting on assigned accounts (minimal in this unit).
Skills, Knowledge and Expertise
- P&C license.
- 4 years' experience in a similar position.
- Strong account management skills with a track record of successfully managing key client relationships.
- 4 years' experience in a similar position.
- Strong account management skills with a track record of successfully managing key client relationships.
Benefits
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Dental insurance
- Health insurance
- Life insurance
- Paid time off