Commercial Lines Account Manager

  • Waterloo, IA
  • Direct Hire
  • Job ID: IA21-2689595

$30000 to $45000 Per Year

Commercial Lines Account Manager

Waterloo, IA


Our client is seeking a Commercial Lines Account Manager for their Waterloo, IA insurance agency. This Account Manager will provide support to the sales and service team to deliver professional and timely customer service to their Property and Casualty clients.

Key Responsibilities:

  • Process specific tasks involved with servicing commercial lines customers such as renewal processing, processing of monthly reports and certificate issuance.
  • Gather information for new business and renewal applications.
  • Prepare applications for submission to selected markets.
  • Process and follow up on coverage change endorsements.
  • Initiate and monitor renewal processes.
  • Document all relevant contacts and developments to customer accounts on Agency Management System.
  • Provide Personal Lines Agent support as needed.
  • Proactively communicate with customers as needed and establish follow up procedures for outstanding items.
  • Perform any other duties relevant to agency functions as needed.

Job Qualifications:

  • Must be organized, motivated professional who is able to provide excellent customer service.
  • Successful attainment of a Property and Casualty Insurance License will be required.
  • Must have strong computer skills including Windows, Outlook, Word and Excel.
  • Proven insurance sales experience in  property and casualty.



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