Commercial Lines Account Manager

At Mason-McBride Insurance, we take pride in our century-long legacy as a trusted insurance advisor. Established in 1916, our mission remains to provide guidance and protection through commercial insurance, personal insurance, and employee benefits. We are a second-generation family business where the values of our founders – integrity, professionalism, and unwavering dedication – continue to be the cornerstone of everything we do.

• Respond to all inquiries, cancellation requests, and sales requests within a specified timeframe.
• Build and maintain client relationships by providing exceptional customer service.
• Process all policies, endorsement changes, invoices, binders, certificates of insurance, documentation activities etc., according to agency procedures and within agency timelines.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Complete Evidence of Insurance requests.
• Document each client contact in eAgent.
• Verify phone numbers, addresses and email addresses with each client contact and update client information.
• Handle all incoming claims calls from customers and follow up.
• Thoroughly understand and follow all underwriting, rating, and compliance requirements.
• Ask each client for referrals and explain our referral program.
• Treat each client contact as a cross and up-sell opportunity including financial products.
• Maintain knowledge of new products.
• Share training and education knowledge and expertise with team members.

• Michigan Property and Casualty License
• Minimum of 3 years of managing and servicing a small to mid-sized Commercial Lines book of business; premiums range from $2500 to $50,000
• Multi-state Workers’ Compensation and Class Coding experience a plus
• Familiarity with Surplus Lines placements and Lloyd’s market
• Knowledge of Insurance guidelines
• Working knowledge of AMS
  360 highly desired
• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable
• Strong communication skills, both oral and written
• Possess an upbeat, positive, and enthusiastic attitude
• Be a great self-starter with a sense of urgency
• Must have ability to multi-task
• Problem-solving capabilities
• Works well with other employees and is a team player
• Strong work ethic and leadership skills
• Ability to tactfully handle stressful and difficult situations

Monday-Friday, 8:00am-4:30pm

3155 W Big Beaver Road, Suite 125, Troy, MI 48084

• Vision Insurance
• Company Paid Disability Insurance
• Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
• 401(k) with Safe Harbor Match
• Paid Time Off
• Paid Holidays