Commercial Lines Insurance Account Manager
Petra RMS
Columbia, TN US
Posted ago
Petra RMS

Petra RMS is seeking a full time Commercial Lines Account Manager in the Columbia, TN area to service an established book of commercial accounts. We’re looking for a personable, enthusiastic insurance account manager to help take our agency to the next level. Our ideal candidate is a motivated team player who has the ability to stay focused in a fast-paced work environment. You will manage client communications, nurture important relationships, and keep track of policy details and documentation in a secured system. This is a critical role on our team with a strong focus on client services to foster ongoing sales and renewals. We will provide industry-specific training for the right candidate who demonstrates a dedication to excellence.

Responsibilities

  • Manages the service and sales support for assigned book of commercial lines business
  • Provides prompt, accurate, and courteous service to customers, producers, account executives and company personnel
  • Documents all activity related to a customer/policy in agency management system including the
  • attaching of all supporting documentation
  • Handles all client policy transactions in accordance with company guidelines
  • Assists with all new and renewal submissions
  • Markets new business and current accounts in a timely manner
  • Reviews insurance policies for accuracy
  • Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
  • Improves insurance skills and knowledge by seeking out educational opportunities

Qualifications

  • Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
  • EPIC agency management system software experience strongly preferred
  • Experience working with multiple lines of commercial coverage
  • Demonstrates positive customer service and sales skills, internally and externally, with effective
  • communication, respect, and integrity
  • Consistently reports to work on time and prepared to perform the duties of the position
  • Fosters a proactive relationship with customers and company representatives
  • Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
  • Possesses excellent organizational and technical skills, is a problem solver and self-starter
  • At least one professional insurance designation preferred

About Petra RMS

Petra RMS is a full-service risk management and insurance firm focused on advising individuals and businesses on how to protect what matters most to them. Our experienced team works directly with you as a trusted advocate to develop tailored insurance plans that best fit your needs.

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