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