Current Opening in our Fargo, ND location

We are seeking an experienced Commercial Lines Account Manager to join our team.  This position will be at our home office in Fargo, ND.

Job Duties

This position is responsible for all activities related to the marketing/placement of property and casualty (P&C) coverages for commercial and agriculture clients.  Provide prompt, accurate, courteous service to sales agents, insurance carrier, and company personnel.  Provide customer service to customers assigned and requested.

  • Prepare submission applications and assist sales agents in the gathering of information needed for a complete submission.
  • Generate quotes for new and renewal lines of business.  Submit applications and related documentation to eligible and appropriate carriers; follow up to ensure timely receipt of quotations.  Review quotations in coordination with sales agent and prepare formal proposals for presentation to customer.
  • Secure signed applications to carrier, follow-up to confirm timely processing of new business and coverage binding, as well as delivery of identification or cards and policy documents.
  • Learn various insurance coverages and differences among the different insurance carriers
  • Manage and Input Accurate Client Policy Information, Underwriting, and Policy Data into Agency Management System

Desired Skills & Experience

  • Property & Casualty Insurance License
  • Associates/Bachelor’s degree in Business Administration, Finance, Insurance, Service/Sales field or other equivalent combination of education, work experience and training.
  • Ability to organize data, multi-task and make decisions independently
  • An interest in developing product knowledge

We offer a competitive salary (DOE) health insurance, dental insurance, vision insurance, matching retirement, and vacation pay.

Apply Now

Heritage Insurance Services is always looking for hard-working, dedicated professionals to fill positions in our offices across North Dakota. If you believe you are capable of fulfilling the job duties below and are interested in working in the insurance industry please email your resume to bbjerke@heritageinsservices.com.

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Commercial Lines Account Manager

Current Opening in our Fargo, ND location We are seeking an experienced Commercial Lines Account Manager to join our team.  This position will be at our home office in Fargo, ND. Job Duties This position is responsible for all activities related to the marketing/placement of property and casualty (P&C) coverages for commercial and agriculture clients. …

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