Commercial Lines Account Manager - Meridian charter Township - CG Financial Services

    CG Financial Services
    CG Financial Services Meridian charter Township

    6 days ago

    Description

    Commercial Lines Account Manager

    The Commercial Lines Account Manager is key member of our team responsible for managing commercial clients with precision and care. This involves policy servicing renewal planning proactive communication maintaining carrier relationships Success requires strong organizational skills ability to manage multiple priorities collaborative approach

    • Collaborate design implement maintain commercial programs tailored to each client
    • Serve as main point contact addressing questions requests coverage guidance stay current on carrier appetite industry changes regulations that may impact client programs Prepare submit applications proposals documents accurately schedule Coordinate marketing negotiate terms carriers secure best options for clients Manage the full renewal process: gather information analyze needs remarket policies communicate changes Educate on audits endorsements procedures premium allocation reports using Excel Handle certificates endorsements cancellations reinstatements policy changes Maintain thorough accurate documentation agency management system Applied Epic Balance multiple priorities internal deadlines carrier requirements efficiently Contribute positive high-performing culture supporting teammates sharing knowledge continuous improvement

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