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Commercial Lines Account Manager

Hiawatha, IA

Job Information:

Commercial Lines Account Manager

Clients of Skogman Carlson Insurance work with a dedicated person, not just an agency.  Therefore, we are seeking a new team member who also enjoys supporting clients of any size and takes pride in the detail and follow-through necessary to support their insurance needs.

In this fast-paced role, the Commercial Lines Account Manager makes a significant impact by supporting our sales and service needs in the following ways:

•Provides technical support to Sales Executive/Account Executive(s); specifically, in analyzing client needs, coverage forms and quotations.
•Occasionally accompanies Sales Executive/Account Executive on prospect and client meetings as requested by Sales Executive.
•Completes applications in coordination with Sales Executive/Account Executive(s); submits applications to eligible and appropriate carriers; follows up to ensure timely receipt of quotations and policies.
•Orders and issues binders, certificates, policies, endorsements and other related items; verifies their accuracy; forwards them to client with appropriate correspondence.
•Determines if direct or agency billing is appropriate and invoices accordingly.
•Prepares summaries of insurance, schedules and proposals for word processing as needed.
•Processes renewals in coordination with Sales Executives/Account Executive(s) according to agency procedures.
•Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier.
•Verifies policy and policy change information, facilitating corrections when necessary.
•Performs other duties as assigned.

Must meet service and delivery standards and perform all essential functions to the quality and expectations developed by the agency.

At a minimum, candidates must be a high school graduate with some college preferred and a minimum of three years of customer service experience.  Must have knowledge of Excel to enter data into spreadsheets and work with basic formulas.  Experience using MS Office and Outlook as well as professional phone etiquette.  Because this is a deadline-driven position working with several clients, we are looking for a candidate with strong time management and organizational skills.

Preferred candidates will hold a State of Iowa Property & Casualty License or possess the ability to obtain one within 90 days of employment.  

This is a small but growing team in a beautiful office space in Hiawatha.  Our pay and benefits are very competitive!  Interested in exploring further?

Check us out at

Application Instructions:

For confidential consideration, please send your resume and cover letter to:

Applying for:

Commercial Lines Account Manager

Skogman Realty

(.DOC, .DOCX, .PDF, .RTF, .TXT, .ODT, .PAGES, .WPS up to 2MB)

Posted 06/16/17

Job ID: 61155