Oakbridge Insurance
Commercial Lines Account Manager - Kennesaw or Greenville, GA
Oakbridge Insurance, Alpharetta, Georgia, United States, 30239
Commercial Lines Account Manager - Kennesaw or Greenville, GA
At Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. The Commercial Lines Account Manager plays a vital role in supporting our clients, maintaining strong relationships, and delivering efficient, high-quality service across all stages of the account lifecycle. Work Performed Manage a book of commercial lines business, including renewals, policy changes, billing, and day-to-day servicing Build and maintain strong, professional relationships with clients, carriers, and internal team members Support new business production efforts in collaboration with producers and account executives Evaluate client risk exposures and recommend appropriate coverage solutions Coordinate and process policy documents including binders, ID cards, insurance summaries, and certificates Handle client billing including invoicing, reconciling account discrepancies, and tracking outstanding payments Participate in client and carrier meetings as needed Job Requirements Excellent communication, customer service, and relationship management skills Strong attention to detail with the ability to manage competing priorities Proactive problem-solving and analytical abilities Comfortable working independently and as part of a collaborative team Proficiency with Microsoft Office Suite (Word, Excel, Outlook) Preferred Education/ Experience Active Property & Casualty Insurance License (required) 3+ years' experience with commercial lines insurance is preferred, but not required Experience with commercial lines / transportation insurance is preferred, but not required Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus Understanding of agency workflows and procedures About Us Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings. Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
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At Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. The Commercial Lines Account Manager plays a vital role in supporting our clients, maintaining strong relationships, and delivering efficient, high-quality service across all stages of the account lifecycle. Work Performed Manage a book of commercial lines business, including renewals, policy changes, billing, and day-to-day servicing Build and maintain strong, professional relationships with clients, carriers, and internal team members Support new business production efforts in collaboration with producers and account executives Evaluate client risk exposures and recommend appropriate coverage solutions Coordinate and process policy documents including binders, ID cards, insurance summaries, and certificates Handle client billing including invoicing, reconciling account discrepancies, and tracking outstanding payments Participate in client and carrier meetings as needed Job Requirements Excellent communication, customer service, and relationship management skills Strong attention to detail with the ability to manage competing priorities Proactive problem-solving and analytical abilities Comfortable working independently and as part of a collaborative team Proficiency with Microsoft Office Suite (Word, Excel, Outlook) Preferred Education/ Experience Active Property & Casualty Insurance License (required) 3+ years' experience with commercial lines insurance is preferred, but not required Experience with commercial lines / transportation insurance is preferred, but not required Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus Understanding of agency workflows and procedures About Us Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings. Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
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