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Commercial Lines Account Manager

System Search, Inc. is seeking a Hybrid Account Manager with direct experience with Commercial Lines Insurance Accounts for a position in Chapel Hill, NC. The person in this position will support Producers by providing exceptional Customer Service to Small and Middle Market Commercial Lines Clients.
Position Summary:


  • Support new and renewal business through the maintenance of client information in the Agency Management System, assembling client proposals, issuing binders, and preparing and distributing invoices
  • Process Endorsements, Certificates of Insurance, Cancellations, Audits and other client centered transactions
  • Check policies to ensure accuracy of each transaction

Qualifications & Experience:


  • Current NC Property & Casualty license
  • Independent Agency background preferred
  • Working knowledge of Applied/TAM or Applied/EPIC preferred
  • Strong customer service skills

Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist