Search

Commercial Insurance Account Manager

Job Description

Job Description

Terra Vita Insurance Group is seeking an experienced Commercial Lines Account Manager to join our growing team. This is a full-time, in-office position focused on servicing commercial insurance accounts, managing documentation, and supporting our Producers.

Key Responsibilities:

  • Prepare and process commercial insurance applications and new business submissions
  • Collect, review, and organize client documentation
  • Communicate with carriers and underwriters regarding submissions and policy requirements
  • Respond to underwriting requests and follow up on outstanding items
  • Process endorsements, policy changes, renewals, cancellations, and reinstatements
  • Issue and manage Certificates of Insurance (COIs)
  • Request and maintain loss runs, MVRs, driver lists, vehicle schedules, and other required documents
  • Review applications and policy documents for accuracy and completeness
  • Maintain organized and accurate client files in the agency management system
  • Follow up with clients, Producers, underwriters, and carriers
  • Assist Producers with day-to-day account servicing and administrative responsibilities
  • Track deadlines, renewals, pending submissions, and outstanding documentation
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...
Loading...