Commercial Lines Account Manager

AM Job Description

Set up renewal submissions in AMS360. (Minimum 3 years AMS360 experience REQUIRED)

Deliver Certificates of Insurance (must have minimum 3 years experience issuing Certificates)

Request renewal application and list of necessary documents from incumbent carriers/wholesalers.

Assist Account Manager in collecting renewal information.

Follow up with markets during the quote/underwriting process at direction of the Account Manager to ensure that we are meeting the necessary time frames established.

Check policies for accuracy, issue binders, process invoices and set up files.

Order loss run

Customer Service

Fully committed to the needs of the client.

Consistent and continuous service to the client and carriers.

Works with a sense of urgency as required to meet objectives

Acts in a diplomatic manner and responds promptly to customer needs.

Process endorsements as assigned

Process endorsements through carriers and AMS360

Process data into agency management system adhering to agency protocols and guidelines

Process Certificates, including Certificate template set-up & update at renewal

Issue Evidence of Property Insurance as assigned by AM or front desk

Send change requests to insurance carriers as requested by AM

Manually renew policies and changes that are not downloaded by the carrier as assigned by account manager

For downloaded policies, confirm that a policy or endorsement has been received and accurate

Track non-payment pending cancellations for client commercial policies

Front desk receptionist will print/email them to you for contact and follow up

Checking carriers for underwriting memos and resolve in collaboration with AM’s

Miscellaneous projects as assigned

Core Values

We Care About People

Courtesy respect and genuine concern for the wellbeing of others are central to everything we do. We care about our WMW Team, our family of clients, and our community.

We Value Personal Initiative

We believe in the hustle, hard work, and accountability. The team will pursue both personal and professional growth because WMW has big goals and we can’t achieve our larger goals unless our team is intentional.

We Value Trust and Integrity

We believe trust is made up of both competence and character. We value and intentionally foster an environment of trust within our company and without clients.

Critical Competencies

We created a list of critical competencies. This list should be pared down. They’re the key competencies that the role needs for the team member to be successful.

Efficiency

Able to produce significant output with minimal wasted effort.

Honesty/Integrity

Do not cut corners unethically. Earns trust and maintains confidence. Do what is right, not just what is easy.

Organized & Planning

Plans organize and schedules in a productive manner. Focuses on key priorities.

Aggressiveness

Moves quickly and takes a forceful stand without being abrasive.

Follow-Through

Lives up to verbal and written agreements, regardless of personal costs.

Intelligence

Learn quickly. Demonstrates ability to quickly and proficiently understand and absorb new information.

Persistence

Demonstrates tenacity and willingness to go the distance to get something done.

Proactivity

Acts without being told what to do. Brings new ideas to the company.

Flexibility/Adaptability

Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.

Calm Under Pressure

Maintains stable performance when under heavy pressure or stress.

Enthusiasm

Exhibits passion and excitement overwork. Has a can-do attitude.

Work Ethic

Possesses a strong willingness to work hard and sometimes long hours to get the job done. Has a track record of working hard.

High Standards

Expect personal performance and team performance to be nothing short of the best.

Openness to Criticism and Ideas

Often solicits feedback and reacts calmly to criticism or negative feedback.

Listening Skills

Let others speak and seek to understand their viewpoints.

Communication

Speaks and writes clearly and articulately without being overly verbose or talkative. Maintains this standard in all forms of written communication, including emails.

Teamwork

Reaches out to peers and cooperates with supervisors to establish an overall collaborative working relationship.

Persuasion

Able to convince others to pursue a course of action.