Staff4Me is seeking a Commercial Lines Account Manager to oversee a portfolio of commercial insurance accounts. You will manage the entire policy lifecycle from marketing and quoting to servicing, leveraging your expertise to develop competitive proposals and ensure client satisfaction.
What You'll Do
- Review and analyze fact finders, ACORD applications, and supplemental applications to determine appropriate coverages and limits.
- Obtain quotes through Tarmika or directly from carrier portals based on client needs.
- Utilize Applied Epic agency management system to generate proposals and premium financing options.
- Develop competitive insurance packages by using alternative marketing strategies, including mono-line and package policies with different carriers.
- Communicate with carriers, underwriters, and clients via email and phone to expedite quotes.
- Ensure accuracy and completeness of insurance documentation.
- Provide excellent customer service and support throughout the sales and underwriting process.
What We're Looking For
- Minimum 2 years of experience in commercial lines within an insurance company.
- Advanced English proficiency (spoken and written).
- Strong communication skills to effectively interact with English-speaking clients.
Nice to Have
- Background in customer service and back-office support.
- Spanish proficiency.
- Insurance licensing.
- Experience working in a remote setting.
Technical Stack
- Tarmika
- Applied Epic agency management system
- Carrier portals
Work Mode
This is a fully remote position.
