[Hiring] Commercial Lines Account Manager @Keystone Agency Partners LLC

Role Description

The primary function of this role is to manage and service a portfolio of commercial insurance accounts. This role involves building strong client relationships, ensuring policy accuracy, handling renewals, and providing exceptional customer service. The Account Manager serves as a key liaison between clients, insurance carriers, and internal items to ensure coverage needs are met effectively.

Key Responsibilities

• Client Relationship Management
  • Maintain strong client relationships by responding to inquiries and providing timely support.
  • Maintain records of customer interactions and transactions, documenting inquiries, comments, and actions taken in the agency management system.
  • File claims on behalf of clients and follow up as needed.
  • Issue certificates of insurance and evidence of property.
• Policy Administration
  • Maintain assigned Producers’ current book of business.
  • Review and maintain expiration lists and renewal schedules.
  • Submit change requests and process endorsements.
  • Review policies, endorsements, and audits for accuracy.
  • Assist with audits and ensure timely resolution of discrepancies.
• Marketing & Proposal Development
  • Market new and renewal business.
  • Prepare and present insurance proposals to clients.
  • Market and issue bonds as required.
• Operational Support & System Management
  • Review and update daily activity lists to ensure task completion.
  • Confirm data accuracy within Applied Epic agency management system.
  • Invoice agency bill premiums and set up finance contracts.
  • Delegate appropriate tasks to Customer Service Representatives (CSRs).
• Team Collaboration & Leadership
  • Collaborate with team members to ensure seamless service delivery.
  • Mentor staff, provide expertise and answer questions.
  • Participate in formal and informal team meetings and contribute to process improvements.

Qualifications

• Must possess an active Property & Casualty license in the state(s) in which business is conducted.
• 5+ years of experience in the insurance industry, with a focus on commercial insurance or property & casualty insurance.
• Proven account management experience within an agency or brokerage setting.
• Knowledge of commercial insurance products and usages.
• Knowledge of insurance coverage and ability to communicate clearly to clients and underwriters.
• Experience with Applied Epic highly desired; will consider other agency management systems.
• Proficient with Microsoft Office Suite.
• Excellent communication and interpersonal skills.
• Professional demeanor and positive attitude.
• Detail-oriented with the ability to handle multiple clients, tasks, and requirements.
• Occasional travel may be required.
• Ability to pass a criminal background check, as permitted by law.

Schedule

• Monday-Friday, 8:30am-5:00pm

Locations

• Remote or hybrid work options available for residents of Illinois, Iowa, or Minnesota.

Benefits

• Competitive Salary
• Health Insurance Plans (PPO, HSA, Copay Options)
• Dental Insurance
• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays