Commercial Lines Assistant Account Manager
Commercial Lines Assistant Account Manager
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Job Description
Job Description
Commercial Insurance Assistant Account Manager
Job Summary
Are you looking for an engaging and rewarding opportunity within the insurance industry If so an established insurance agency is seeking a Commercial Insurance Assistant Account Manager to join their Commercial Lines department. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely consistent and topnotch service will make a significant impact fostering lasting relationships and driving collective success.
Responsibilities
- Responsible for servicing a book of business ensuring client satisfaction and retention.
- Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone email and inperson meetings.
- Address client inquiries related to administration billing claims and other servicerelated issues promptly and professionally.
- Maintain excellent communication with clients carriers producers and team members in a professional and timely manner.
- 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.
- Continuously identify crosssell opportunities within existing client accounts.
- Proactively suggest new lines of coverage to clients tailoring recommendations to their specific needs.
- Monitor and manage the renewal process for assigned clients.
- Market client accounts prepare marketing information gather necessary data for client presentations and present marketing options to clients.
- Complete the implementation process for policies ensuring all required forms are prepared and delivered to clients.
- Utilize the client management system to update policies log client meetings and activities and manage followups efficiently.
- Coordinate relationship management meetings with assigned clients.
- Stay updated on industry trends market developments new products and legislative changes relevant to clients needs.
- Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
Qualifications/Requirements
- Holds an active Property and Casualty (P&C) Insurance License (required).
- 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.
- Preferred Agency Management System Experience: AMS 360
- At least 12 years of relevant insurance industry experience preferred.
- Previous experience in commercial lines account management.
- Holds at least one professional designation or has comparable job experience.
- Above average computer skills with the capacity to master essential software programs.
Compensation Package
- Excellent opportunities for professional growth and advancement.
- Competitive compensation
- 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.
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Required Experience:
Manager
Employment Type
Full-Time
