Commercial Lines Account Manager Resume Examples

Incisive Commercial Lines Account Manager overseeing daily operations between insurance and bank clients. Adept at facilitating the seamless transition of accounts to account managers. Specialize in the retention of existing clients and the procurement of new accounts through effective customer relations efforts.

● Outstanding experience with commercial banking and insurance accounts
● Strong knowledge of Company Name financial and business software applications
● Solid understanding of industry regulations and guidelines
● Familiar with basic math and accounting procedures
● Sound knowledge of basic insurance terms
● Strong interpersonal and communications skills
● Excellent customer relations abilities

● Responded to customer service inquiries.
● Managed a substantial account volume.
● Maintained database of client accounts.
● Distributed account loads to office staff.
● Prepared quotes for account renewals.
● Ensured accuracy of client files.
● Tracked competitor activities.

● Built and maintained productive client relationships.
● Reviewed client policies and recommended coverage adjustments.
● Ensured timely preparation of binders certificates and policies.
● Analyzed negotiated and prepared carrier renewals.
● Approved of all electronic renewal materials when appropriate.

● Provided consistent accurate and timely client communications.
● Identified areas for improvement following internal audits.
● Encouraged teamwork and provided performance evaluations.
● Maintained database of all client communications.
● Recruited and hired regional account reps.
● Designed and reviewed collateral materials.