Account Manager, Commercial Lines
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Polly - Insurance
US
Summary
The Account Manager is responsible for reviewing and analyzing commercial insurance accounts to provide coverage recommendations and maintain client relationships. They will also prepare proposals, manage documentation, and ensure data accuracy within the agency management system.
Job Description
Account Manager, Commercial Lines
Job Overview
At Polly, we've created the future of car insurance. Our innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents. This is all powered by our people. We are bold trailblazers who are passionate about doing amazing things – together. If this sounds like you, we’d love to hear from you!
Job Overview
We’re hiring an Account Manager, Commercial Lines. As a member of the Polly Commercial Lines Team, you will be responsible for servicing assigned commercial insurance.
What You’ll Do:
- Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients
- Develop and maintain relationships with clients to ensure that all service needs are met
- Develop new business from existing accounts and contribute to meeting departmental production goals
- Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage
- Prepare client proposals based on client’s needs, rates, and coverages
- Prepare all transactions for assigned accounts, i.e., applications, certificates of insurance, invoices, forms
- Maintain the accuracy of data in the agency management system
- May handle collections of premiums due
- Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company
- Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives
- Other responsibilities as assigned by Manager
What You’ve Done:
- Experience in commercial insurance
- Thorough knowledge of commercial lines coverages and markets
- Producers’ license
- Experience with Microsoft Office products
- Excellent organizational, interpersonal, communication skills and ability to work in a team
Work & Life, Balanced – We’re Here for You:
- Medical, Dental and Vision benefits
- Health Savings Account with company match
- FSA, Dependent Care FSA and Commuter pre-tax benefit
- PTO allowance and holidays
- 401(k) plan with company match
- Employer paid Life Insurance
- Flexible working arrangements – remote, hybrid or on-site
- Paid Volunteer Hours
- Baby Cash and Paid Parental Leave
Polly is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status as defined by federal, state or local law.
About Polly
Polly is the most trusted and complete digital insurance marketplace for automotive retailers and their valued customers. The company’s innovative mobile technology enables car-buyers to view multiple insurance quotes and immediately purchase online and/or connect with licensed insurance agents to complete the process. With an exclusive combination of partnerships among premier automotive retailers and data providers, an industry-best insurance carrier network, and access to Polly Insurance licensed agents, Polly is recognized for its place at the forefront of Insurtech. Polly Insurance is a licensed insurance agency, with licenses to operate in the lower 48 states.
Salary $60,000-$65,000 plus commission
Polly is on a mission to offer people a better way to buy insurance, by embedding it into life’s biggest, most important purchases, like a car or a home. Instead of having to buy a car in one place and insurance in another, Polly embeds 30+ top insurance choices into the car-buying process. Get insurance options from a Polly Licensed Agent, or quickly buy your choice on your phone. Buyers who shop and save with Polly at the dealership can use their savings to get a better car package or lower their overall monthly payments before driving off in their new car, fully insured. Go to Polly.co to learn more.
Founded
2015
Company size
51-200 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Williston, Vermont
Polly is on a mission to offer people a better way to buy insurance, by embedding it into life’s biggest, most important purchases, like a car or a home. Instead of having to buy a car in one place and insurance in another, Polly embeds 30+ top insurance choices into the car-buying process. Get insurance options from a Polly Licensed Agent, or quickly buy your choice on your phone. Buyers who shop and save with Polly at the dealership can use their savings to get a better car package or lower their overall monthly payments before driving off in their new car, fully insured. Go to Polly.co to learn more.
Founded
2015
Company size
51-200 employees
Industry
Insurance
Org type
Privately Held
Headquarters
Williston, Vermont