What are the responsibilities and job description for the Commercial Lines Account Manager position at KSI?
We have a client that is seeking a Commercial Lines Account Manager in Cedar Rapids, Iowa. This individual must enjoy supporting clients of any size and take pride in the detail and follow-through necessary to support their insurance needs. This will be supporting a small agency with an established book of business.
They would consider 100% remote if the candidate is local to the Cedar Rapids area and qualified.
In this fast-paced role, the Commercial Lines Account Manager makes a significant impact by supporting our sales and service needs in the following ways:
- Provides technical support to the agency specifically, in analyzing client needs, coverage forms and quotations.
- Completes applications in coordination with Insurance Producer; submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
- Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
- Determines if direct or agency billing is appropriate and invoices accordingly.
- Prepares summaries of insurance, schedules and proposals for word processing as needed.
- Processes renewals in coordination with Insurance Producer according to agency procedures.
- Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
- Verifies policy and policy change information, facilitating corrections when necessary.
- Performs other duties as assigned.
Must meet service and delivery standards and perform all essential functions to the quality and expectations developed by the agency.
- At a minimum, candidates must be a high school graduate with some college preferred and a minimum of three years of customer service experience.
- Must have knowledge of Excel to enter data into spreadsheets and work with basic formulas.
- Experience using MS Office and Outlook as well as professional phone etiquette.
- Because this is a deadline-driven position working with several clients, we are looking for a candidate with strong time management and organizational skills.
- Desired candidates will hold a State of Iowa Property & Casualty License.
- Strong consideration will also be given to candidates with Personal Lines experience.
