Commercial Lines Insurance Account Manager (Finance)

Job Description:
Role

The Commercial Lines Insurance Account Manager's role at Capitol Agency is integral to the growth and retention of the agency's book of commercial business. This position acts as a point of contact for commercial lines customers and companies, assists with policy remarketing and renewals, and helps to maintain the agency's high compliance standards.

Essential Duties & Responsibilities

• Assists Account Executives and customers with placing Commercial Lines insurance coverage.
• Explains products and services, submits applications, and processes endorsements.
• Services and maintains existing accounts including responding to customer's requests and generating policy documents.
• Maintains accurate records for customer/company interactions in the agency management system.
• Assists with policy remarketing and premium audits at the direction of their assigned Account Executive.
• Prepares, processes, and reviews insurance applications for accuracy and completeness.
• Assists with customer billing inquiries and changes.
• Assists with claims process by directing the customer to the company for direct claims reporting.
• Perform other duties as assigned.
• Participate in proactive team efforts to achieve departmental and company goals.
• Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures. Report all unsafe activities to supervisor and/or Human Resources.

Experience

Minimum one to three years of similar or related experience.

Education/Certifications/Licenses

Bachelor's degree or equivalent. Currently possess or must obtain Kansas/Missouri Property & Casualty License and Kansas/Missouri Life & Health License. CISR, CIC or other insurance related designations are preferred. Must have a valid driver's license.

Skills

• A high level of organization and attention to detail is required. Must be able to work independently and problem solve complex coverage placement and issues with minimal supervision. A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and
• explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

CapFed® is an equal opportunity employer.