Commercial Lines Account Manager

If you enjoy helping others and are a compassionate, customer-focused individual, then apply to our Council Bluffs insurance agency today! Our reputable insurance agency is looking for an exceptional insurance Commercial Lines customer service representative to join our team. At Smith Davis Insurance we pride ourselves on our outstanding insurance products and customer service.

Paid Time Off (PTO)

Work from Home

Flexible Schedule

Vision Insurance

Life Insurance

Disability Insurance

Health Insurance

Dental Insurance

Parental Leave

Hands on Training

Tuition Reimbursement

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Evenings Off

1. Maintain a book of business
2. Proactively reach out to clients
3. Conduct ongoing account reviews for your designated portion of the business
4. Work efficiently and effectively with clients on their policies
5. Effective account rounding
6. Generate referrals for Commercial Lines and other departments
7. Educate the clients about the benefits of having our agency as their agency
8. Generate additional revenue on the book of business
9. Review accounts when clients call in and work to improve coverage both through endorsements and coverage increases
10. Identify account rounding opportunities and proactively pursue them
11. Identify coverages that clients have with other agents
12. Generate demand for coverages the client didnt know they needed (i.e. umbrella, cyber, EPLI)
13. Work to attract the business owners personal insurance to the agency
14. Conduct account reviews
15. Complete 100% of account reviews assigned to you each week. This includes reviewing potential discounts and coverage gaps
16. Contact the client for a formal review that improves the client relationship, generates opportunity and reduces remarketing
17. Follow agency remarketing guidelines
18. Provide outstanding inbound service on claims, billing questions, certificates, audits and endorsements
19. Work to manage clients expectations
20. Follow up via phone or email with clients
21. Use every opportunity to confirm and update client contact information
22. Educate clients on the benefits of using our agency
23. Service Commercial Lines accounts in a manner so as to eliminate gaps in coverage, thus reducing E&O exposures
24. Document the management system
25. Follow agency service standards on follow up and follow through
26. Positive attitude and efficient work ethic
27. Work to increase and improve efficiency on a daily basis. This includes always finding ways to streamline processes, using technology tools to the fullest and limiting general distractions
28. Possess and maintain a positive mental attitude, including positive working relationships with clients and agency personnel
29. Conduct audits on new business files
30. Work with the producers to check their new business files for accuracy
31. Send any onboarding materials to clients post-sale
32. Update any missed new business items
33. Sell new business for the agency
34. Take new business opportunities and work to submit them within 48 hours of getting the opportunity
35. Follow the agency sales process
36. Follow up according to the sales process
37. Hold the target agency closing ratio
38. Work with producers to quote and bind new business leads
39. Communicate with the producers on new business quoting proactively
40. Submit quotes within 48 hours
41. Work with underwriters on pricing and getting quotes in a timely manner
42. Work to support the marketing and branding team in the following ways:
43. Provide them any business cards to be entered into marketing campaigns
44. Suggest blog, email and social media topics to the marketing department
45. Share agency social media posts on personal social networks
46. Participate in pictures and agency branding opportunities when invited

A Property & Casualty insurance license is required.

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Excellent Communication/interpersonal skills.
• Professional phone etiquette.
• Career minded vision.
• Excellent Spelling and Grammar skills.
• Works well with other employees and is a team player with a positive attitude.
• Property & Casualty insurance license is required.