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

Two days are required to be performed in the Birmingham office. The other three may be remote.

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 the agency management system

•Maintains confidentiality of all information related to clients, agency, employees, companies, or 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 is 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

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

If you have any questions, you are welcome to call Suzie Mollica at 205-777-9529 or email me at suzie@petrarms.com