Commercial Lines Account Manager - Small Business
Commercial Lines Account Manager - Small Business
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Job Description
Job Description
Commercial Lines Account Manager - Small Business Unit
Position Summary: We are seeking a dedicated and detail-oriented Commercial Lines Account Manager to join our Small Business Unit team. The ideal candidate will be responsible for managing and servicing a book of small business accounts focusing on the day-to-day client relationships renewals policy changes and claims. This position requires a strong understanding of commercial insurance products excellent communication skills and the ability to provide exceptional customer service to small business clients.
Key Responsibilities:
Client Relationship Management:
Serve as the primary point of contact for small business clients regarding all aspects of their commercial insurance policies.
Build and maintain strong long-term relationships with clients brokers and underwriters.
Address client inquiries and resolve any issues related to policies coverage or claims in a timely manner.
Policy Management:
Review and maintain client insurance policies to ensure they are up-to-date and meet the clients business needs.
Handle the renewal process including gathering information preparing renewal proposals and securing coverage.
Process policy changes endorsements and cancellations.
Ensure that all documentation and client records are accurate and up-to-date in the agency management system.
Underwriting & Risk Management:
Assist clients in understanding their coverage needs and provide guidance on risk management strategies.
Work with underwriters to obtain quotes negotiate terms and provide solutions tailored to clients unique requirements.
Help clients evaluate the risks associated with their business operations and recommend appropriate insurance coverage.
Claims Support:
Assist clients with the claims process ensuring prompt reporting and resolution.
Liaise with insurance carriers claims adjusters and clients to ensure claims are handled efficiently.
Track and follow up on outstanding claims to ensure timely settlement and client satisfaction.
Sales and Cross-Selling:
Identify opportunities for cross-selling additional lines of coverage or recommending upgrades to existing policies.
Work closely with the sales team to support business development and client retention efforts.
Assist in the preparation of proposals and presentations to prospective clients.
Compliance and Documentation:
Ensure all activities comply with industry regulations company policies and legal requirements.
Maintain accurate records ensure timely follow-ups and update client files as needed.
Provide support for audits and internal reviews as necessary.
Qualifications:
Education: Bachelors degree or equivalent work experience in insurance business or related field.
Experience: Minimum of 2-3 years of experience in commercial lines insurance preferably in a small business or retail environment.
Licenses/Certifications: State insurance license in property and casualty (or ability to obtain within a designated time).
Skills:
Strong knowledge of commercial insurance products including property liability workers compensation and business auto.
Exceptional organizational communication and customer service skills.
Proficiency in using agency management systems and Microsoft Office Suite.
Ability to manage multiple priorities and deadlines.
Strong problem-solving skills and a proactive approach to client service.
Additional Desired Skills:
Experience working with small business clients is a plus.
Bilingual abilities may be beneficial depending on the region.
CPCU ARM or other professional insurance designations are a plus but not required.
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Required Experience:
Manager
Employment Type
Full-Time
