Montgomery, AL
SALARY RANGE:  $50 – 70K
Job Summary:  Commercial Lines Manager oversees the commercial lines team of customer service representatives in addition to servicing a commercial book of business. The Commercial Lines Manager is responsible for training employees assigned to the commercial lines team, serving as a resource for the team and acting as a liaison between the commercial lines team and the agency management team. The Commercial Lines Manager also performs the essential functions of a Commercial Lines Account Manager within the book of business assigned. Specific service and marketing responsibilities are required in this position. This position must meet delivery standards and perform essential functions to the quality and service standards developed by the agency.
 Active Property and Casualty License.
 College education or equivalent insurance experience.
 Ability to communicate orally and in writing with others to explain complex issues. Ability to receive and interpret complex information and respond appropriately.
 Ability to understand written and oral communication and interpret abstract information.
 Full knowledge of insurance products and usages.
 Thorough, detail-oriented to manage multiple clients, tasks and requests.
 Adequate knowledge of rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists.
 Knowledge of insurance markets and reference to markets.
 Knowledge of insurance rating and underwriting procedures.
 Ability to carry out complex tasks with many concrete and abstract variables.
 Ability to utilize computer programs and understand functionality.
 Professional, committed, and self-motivated with the ability to focus on daily tasks.
 Proficient with Microsoft Office – Outlook, Word, Excel
 Oversees the training of the Commercial Lines department, including individual commercial lines account managers and commercial lines assistant account managers.
 Provides input into the educational needs of the commercial lines team members
 Participates in meetings with insurance company representatives on behalf of the commercial lines team.
 Conducts regularly scheduled meetings with the commercial lines team to support and provide guidance, determine training needs, and maintain open communication within the commercial lines team.
 Works closely with the Chief Operating Officer in various aspects relating to the commercial lines team and in recruiting future members.
 Develops and maintains written agency procedures for commercial lines.
 Works as an efficient team member with agency producer to provide service to clients.
 Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals.
 Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on applications; follows up to ensure timely receipt of quotations and policies.
 Attends to clients’ needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist.
 Prepares summaries of insurance, schedules, and proposals as needed for account review.
 Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers.
 Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are processed.
 Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
 Maintains and updates files in agency management system.
 Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
 Maintains a cordial and professional relationship with clients, co-workers, carriers, vendors, and other business contacts.
 Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency and producer.
 Strong ethical values and integrity
Job Overview

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