Waterloo, IA

Commercial Lines Account Manager

Job Title: Commercial Insurance Account Executive

Location: Waterloo, IA

Salary: $50,000 - $70,000

Job Summary for the Commercial Insurance Account Executive: Responsible for providing professional and timely customer service in the field of Property and Casualty insurance for commercial clients, supporting the sales and service team.

Job Responsibilities of the Commercial Insurance Account Executive:

1. Manage tasks related to servicing commercial insurance customers, including renewals, monthly reports, and issuance of certificates.

2. Collect information for new business and renewal applications.

3. Prepare and submit applications to designated markets.

4. Handle coverage change endorsements and ensure follow-up.

5. Oversee and track the renewal process.

6. Document all customer account interactions and developments in the Agency Management System.

7. Proactively communicate with customers and establish follow-up procedures for outstanding matters.

8. Perform any other duties relevant to agency functions as necessary.

Education & Experience for the Commercial Insurance Account Executive:

· Ideal candidate should possess strong organizational and motivational skills, with a focus on delivering excellent customer service.

· Must obtain a Property and Casualty Insurance license.

· Proficiency in Windows, Outlook, Word, and Excel is required.

· Experience working with Property & Casualty insurance is preferred.

  • Max. file size: 300 MB.