An account manager for commercial lines performs tasks such as reviewing, maintaining, and creating client databases. This may include auditing, billing, and reviewing and updating shipping and sales policies with clients. A commercial lines account manager must stay up to date on systems technology, billing software, and company policy at all times. This is also a position that requires substantive interpersonal skills; an account manager must spend a regular portion of each month with clients (whether nationally or internationally) building rapport while representing the company. Account managers for commercial lines typically must have at least a high school diploma or equivalent, with added insurance experience a plus. Proficiency with Microsoft Office is required. People skills - including the ability to successfully negotiate contracts and develop clientele base - is an absolute necessity.
Regular meetings with other departments such as sales, leadership, management, information technology, and other accounting branches is needed, as is the ability to translate technical accounting/billing language into layman's terms, easily communicable to other branches and industries. A person in this profession must maintain contact with leadership and other managers, maintaining personal as well as company goals and deadlines. Familiarity with insurance systems and databases a plus, as well as certification and licensing protocol and procedures.
Account Manager, Commercial Lines Tasks
Manage sales and customer service of existing accounts.
Process sales orders and provide service to customer accounts.
Develop new business sales leads.