About this role
We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at our independent insurance agency in the heart of downtown Metuchen, NJ. As a Commercial Lines Account Manager, you will be responsible for assisting an Account Executive servicing the book of business. This is a key role within our organization, requiring strong account management skills. - Assist an Account Executive servicing a commercial lines book of business. - Process endorsements and invoice when applicable. - Obtain direct-billed renewal quotes and policies; update/renew policies in AMS, forward to insureds, and follow up as needed. - Check policies, update the system, and request carrier corrections for discrepancies. - Handle change requests and follow-up. - Review specifications and issue certificates of insurance (COIs). - Handle loss control recommendations, inspection requests, and follow-ups. - Handle audits and reconciliation. - Maintain suspense and follow-ups in AMS. - Obtain company portal logins with setup assistance. - Complete monthly vehicle and driver reporting on assigned accounts (minimal in this unit).