Commercial Lines Account Manager

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.

• 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).
• P&C license. - 4 years' experience in a similar position.
• Strong account management skills with a track record of successfully managing key client relationships. - 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off