Commercial Lines Account Manager

🔥 1 minute ago

🇺🇸 United States – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

👻 Ghost score 12%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Duncan Financial Group

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 1978

💼 Consulting

⚖️ Legal

💸 Finance

Consulting • Legal • Finance

Duncan Financial Group is a comprehensive financial services firm that has been operational since 1978. With a dedicated team of professionals, the company offers a wide range of services including personal insurance, estate planning, tax planning, corporate retirement planning, and risk management. Duncan Financial Group aims to coordinate investments, insurance, and taxes for individual and business clients, ensuring a tailored approach to meet specific financial needs, all under one roof.

📋 Description

• Manage an assigned book of commercial insurance business and maintain client relationships and retention • Address client inquiries, policy changes, complaints, and service requests • Handle renewals, including data gathering, quoting, proposal creation, and system updates • Escalate and resolve complex issues with the department director • Track pending client requests and communicate proactively with clients and sales executives • Assist with billing and claim issue resolution • Attend training sessions, webinars, and carrier programs • Obtain prospect and client information to evaluate risk exposure and insurance needs • Coordinate preparation of quotes, proposals, and policy documents • Manage new-client onboarding, paperwork, compliance, and data entry in Applied Epic • Document new lines of business with related activities and attachments • Support sales opportunities and execute sales strategies • Prepare presentation materials for claims reviews, new business, and renewals • Participate in client and prospect meetings as needed • Manage implementation checklists and submit forms and applications to carriers • Provide insights based on customer needs and client data analysis • Attend internal and carrier meetings • Assist with Applied Epic policy cleanup projects, including premiums and commissions • Implement client contracts and support accounting, sales, and marketing efforts • Maintain knowledge of services, products, programs, and procedures • Organize workflow, update client records, manage calls and emails, and assist teammates during absences • Perform other duties as assigned

🎯 Requirements

• High school diploma required; Associate or Bachelor’s degree preferred • Active Property & Casualty Insurance license required • Minimum of 3 years of experience as a Commercial Lines Account Manager, or similar client-facing commercial insurance role • Strong knowledge of commercial insurance products, coverages, and industry regulations • Proficiency with Microsoft Office Suite and Applied Epic, or similar agency management systems • Excellent verbal and written communication skills with a strong commitment to client service • Exceptional attention to detail with strong organizational and analytical capabilities • Demonstrated problem-solving, relationship-building and interpersonal skills with a collaborative team-oriented approach • Effective time management skills and the ability to prioritize tasks in a fast-paced environment • Occasional travel required • Ability to pass a criminal background check, as permitted by law • Monday-Friday, 8:30am-5:00pm EST • Preference given to candidates in Eastern or Central U.S. time zones

🏖️ Benefits

• Competitive Compensation • Health Insurance Plans (PPO, HSA, Copay Options) • Dental Insurance • Vision Insurance • Company Paid Disability Insurance • Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance • 401(k) with Safe Harbor Match • Paid Time Off • Paid Holidays

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