Commercial Lines Account Manager
Commercial Lines Account Manager
Posted on :
12-04-2025
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1 Vacancy
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Job Description
Job Description
Commercial Lines Account Manager
Job Summary
Are you an experienced insurance professional looking for a collaborative environment focused on growth and excellence If so an established agency is seeking a Commercial Lines Account Manager that will drive account retention and growth while delivering exceptional service. This position offers significant opportunities for professional development and longterm growth with a dynamic organization.
Responsibilities
- Responsible for servicing a book of business ensuring client satisfaction and retention.
- Handle incoming service requests from clients and promptly address their inquiries or concerns.
- Manage the quoting process for new and renewal business.
- Prepare comprehensive and highquality insurance submissions to carriers on behalf of clients or prospects.
- Review and analyze quotations received from carriers to identify the most suitable options for clients insurance needs.
- Create professional and accurate insurance proposals for presentation to clients.
- Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
- Review endorsements to verify accuracy and compliance with clients insurance requirements.
- Coordinate and order loss runs as needed for client accounts.
- Assist clients during premium audits and handle disputes if necessary.
- Prepare and issue certificates of insurance as required by clients.
- Perform thorough contract reviews to identify insurance requirements and ensure compliance.
- Prepare timely and wellstructured binders and invoices upon binding of coverage including securing premium financing when needed.
- Verify the accuracy of newly issued policies before delivering them to clients.
- Maintain excellent communication with clients carriers producers and team members in a professional and timely manner.
- Utilize the client management system to update policies log client meetings and activities and manage followups efficiently.
- Prioritize and manage your workload efficiently.
- Stay up to date with industry trends maintain relevant certifications and complete assigned training.
- Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
Qualifications/Requirements
- Demonstrates strong verbal and written communication skills with the ability to effectively communicate with clients insurance carriers and team members.
- Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
- Experienced in building and maintaining positive client relationships ensuring exceptional customer service and satisfaction.
- Holds an active Property and Casualty (P&C) Insurance License.
- Preferred Agency Management System Experience: HawkSoft
- 3 years of relevant insurance industry experience preferred.
- Prior independent agency/broker experience is required.
- Holds at least one professional designation or has comparable job experience.
- Above average computer skills with the capacity to master essential software programs.
- Note: Seeking candidates interested in longterm growth and development opportunities within the organization.
Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation: Between $50k$80k (based on experience) quarterly/monthly bonus opportunities.
- Paid time off and company holidays.
- Comprehensive benefits package including health dental vision 401(k) and more.
Disclaimer: Please note that this job description may not cover all duties responsibilities or aspects of the role and it is subject to modification at the employers discretion.
#LIKH1
Required Experience:
Manager
Employment Type
Full-Time
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