Petra RMS is seeking a full-time Commercial Lines Account Manager role in the Birmingham, AL area to service an established book of commercial accounts.

Primary Responsibilities:

• Manages the service and sales support for assigned book of commercial lines business
• Assists with all new and renewal submissions
• Markets new business and current accounts in a timely manner
• Review Policies for accuracy and completeness
• Reviews client policy transactions to verify they are in accordance with company guidelines
• Documents all activity related to a customer/policy in agency management system
• Maintains confidentiality of all information related to clients, agency, employees, companies, or as appropriate, other information
• Provides prompt, accurate, and courteous service to customers, producers, and company personnel
• Improves insurance skills and knowledge by seeking out educational opportunities

Desired Skills:

• Possesses strong computer knowledge and skills including experience with Microsoft Office programs as well as agency management software experience
• EPIC agency management system software experience strongly preferred
• Experience working with multiple lines of commercial coverage
• Fosters a proactive relationship with customers and company representatives
• Possesses excellent organizational and technical skills, is a problem solver and self-starter
• Demonstrates positive customer service and sales skills, internally and externally, with effective communication, respect, and integrity
• Has the ability to perform multiple tasks in a complex working environment accurately and proficiently
• At least one professional insurance designation preferred

Education/Experience:

• 3+ years of commercial insurance experience, required
• 5+ years of commercial insurance experience, preferred
• Holds a current Property and Casualty Insurance license
• Preferred experience working within the Applied EPIC system
• College Degree preferred

Please note Petra RMS is a Sunstar Insurance Company. We offer a very competitive employee benefits package. We also offer flexible working schedules with a combination of remote and in-office work options.

Petra RMS is proud to be an equal opportunity employer committed to being inclusive and attracting, retaining, and growing the talents of a diverse and inclusive workforce.

Please contact Jen Hester (jhester@petrarms.com  205-719-2926) and Eric Williamson (ewilliamson@petrarms.com  205-719-2929)