Supports an Account Executive in servicing commercial insurance accounts. Responsibilities include processing endorsements, obtaining renewal quotes and policies, updating the agency management system, issuing certificates of insurance, handling client changes, reviewing policy discrepancies, coordinating loss control and inspections, managing audits and reconciliations, maintaining follow-ups, and completing limited vehicle and driver reporting.
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
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
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