Commercial Lines Account Manager

Commercial Lines Account Manager

Lyman & Sheets provides a competitive wage and comprehensive benefit package including excellent health and dental coverage, vision, 401K plan, profit sharing, life and disability insurance, paid vacation and holiday time, etc., plus a team-oriented work environment.

To express your interest, please email a cover letter, resume and salary requirements to Jackie Obrecht (jackie@trifitbd.com) for consideration. No phone calls please. EOE

Position Summary

  • Provide service to assigned accounts. Support assigned Producer(s) by placing and processing new business and retaining renewals.

Duties

  • Perform daily service on assigned book of business in compliance with the agency’s written procedures including, but not limited to:
    • Account transactions including ID cards, proposals, endorsements, certificates, binders, billing, claims, renewals, follow-up, and correspondence on assigned accounts.
    • Respond to client inquiries, incoming mail, company requests, and Producer’s needs on a timely basis.
    • Collect renewal data on assigned accounts.
    • Review and order renewals. Document receipt of renewals and investigate non-renewals.
    • Survey policy coverage and identify cross-selling and coverage enhancement opportunities.
    • Review, analyze, and submit applications to insurance companies.
    • Make recommendations to the producers.
    • Review renewals, endorsements, and account rounding submissions to insure items were received as ordered.
    • Maintain accuracy of client data in agency management system (Applied Systems)
    • Document all activities in agency management system (Applied Systems)
    • Understand and utilize upload, download and interface technology
  • Assist other agency departments in securing and/or providing information necessary to issue appropriate polices in their department for which we have a mutual client
  • Keep producers informed of all important activities on their accounts including being sensitive to potential problems and informing management
  • Keep current with industry trends including participation in educational seminars and classes for improvement of insurance/sales skills and license compliance
  • Maintain knowledge of current underwriting requirements of contracted insurance carriers
  • Maintain knowledge of policy provisions and any changes in these provisions
  • Work with Controller and Producer to collect outstanding receivables.
  • Complete other functions and assignments as assigned including back-up duties.

Skills Required

  • Minimum of high school diploma required. Associate Degree or higher level education a plus
  • Experience in insurance industry, products and coverage required
  • Active Michigan Property & Casualty Resident Producer License required or ability to obtain one within 60 days of hire date.
  • Strong organizational skills; ability to discern priority and initiative
  • Computer skills, specifically Applied TAM, Microsoft Word, Outlook and Excel
  • Excellent verbal and written communication skills as well as strong interpersonal skills
  • Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, premiums, commissions, proportions and percentages
  • Reasoning Skills: Ability to solve practical problems, interpret a variety of instructions and deal with a variety of variables furnished in written, oral, diagram or schedule form
how can we help you?

Let Lyman & Sheets help you navigate the insurance landscape.

When I arrived 15 minutes after receiving a call about a fire at our business, I was amazed to see Dave Drayton already on the scene and in contact with our carrier. He and his team saw us through the entire claim and rebuild process, and we received a very fair settlement. This is a good example of why we use Lyman & Sheets for our insurance needs.

Joseph P. Maguire
, Wolverine Development Corporation