The James Allen Companies Inc
Senior Commercial Lines Account Manager
The James Allen Companies Inc, Stillwater, Oklahoma, United States, 74074
Senior Commercial Lines Account Manager
Responsibilities:
As a
Senior Commercial Lines Account Manager , you’ll support Producers and Account Executives in managing a diverse commercial book of business, with a strong focus on
contractors, oil & gas, and power line accounts . This role includes servicing clients, coordinating renewals, and actively marketing both new and renewal business. Coordinate renewals with Producers and Account Executives. Assist in
marketing new and renewal business , including gathering underwriting information, preparing submission packets, and obtaining competitive quotes. Prepare professional proposal and presentation packets. Handle client inquiries related to coverage, claims, billing, and administrative issues. Review and verify accuracy of renewal policies; generate billing invoices. Process policy changes and endorsements. Cross-sell additional lines of coverage when appropriate. Manage expiration logs and ensure timely policy handling. Approve Certificates of Insurance
and ensure proper issuance. Maintain accurate, up-to-date client files in
AMS360 . Enter checks into AMS360
and provide payroll data to the payroll administrator. Follow up on outstanding orders, documentation, and client communications. Perform special projects and contribute to a positive and collaborative work environment. Qualifications: Minimum
5 years of experience
in a similar Commercial Lines role. Strong understanding of
commercial underwriting, coverages, and marketing processes . Prior experience working with
contractors, oil & gas, or power line accounts
preferred. Proficiency with
AMS360
required. Personable, energetic, and professional
demeanor with a client-first approach. Excellent communication and organizational skills. A self-starter who can work independently and as part of a team. Strong attention to detail and the ability to manage multiple priorities. CIC or CISR designation
preferred or actively working toward one.
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Senior Commercial Lines Account Manager , you’ll support Producers and Account Executives in managing a diverse commercial book of business, with a strong focus on
contractors, oil & gas, and power line accounts . This role includes servicing clients, coordinating renewals, and actively marketing both new and renewal business. Coordinate renewals with Producers and Account Executives. Assist in
marketing new and renewal business , including gathering underwriting information, preparing submission packets, and obtaining competitive quotes. Prepare professional proposal and presentation packets. Handle client inquiries related to coverage, claims, billing, and administrative issues. Review and verify accuracy of renewal policies; generate billing invoices. Process policy changes and endorsements. Cross-sell additional lines of coverage when appropriate. Manage expiration logs and ensure timely policy handling. Approve Certificates of Insurance
and ensure proper issuance. Maintain accurate, up-to-date client files in
AMS360 . Enter checks into AMS360
and provide payroll data to the payroll administrator. Follow up on outstanding orders, documentation, and client communications. Perform special projects and contribute to a positive and collaborative work environment. Qualifications: Minimum
5 years of experience
in a similar Commercial Lines role. Strong understanding of
commercial underwriting, coverages, and marketing processes . Prior experience working with
contractors, oil & gas, or power line accounts
preferred. Proficiency with
AMS360
required. Personable, energetic, and professional
demeanor with a client-first approach. Excellent communication and organizational skills. A self-starter who can work independently and as part of a team. Strong attention to detail and the ability to manage multiple priorities. CIC or CISR designation
preferred or actively working toward one.
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