Job Description
Job Summary
The Commercial & Personal Insurance Account Manager is responsible for the sales and service of a mixed portfolio of standard household and small commercial insurance accounts. This role involves managing the full account lifecycle from quoting and renewals to ongoing client relationship development while striving to meet or exceed sales targets and ensure exceptional customer satisfaction.
Responsibilities
- Drive sales growth by quoting both new business and renewal policies for personal lines and small commercial accounts
- Deliver hands-on service and support to existing clients addressing inquiries and resolving policy-related issues
- Develop and maintain strong client relationships through proactive communication and regular account reviews
- Coordinate with insurance carriers to negotiate terms secure competitive pricing and finalize policy endorsements
- Prepare and process policy documentation accurately and in a timely manner
- Track and report on key performance metrics including new business submissions and renewal retention rates
Qualifications/Requirements
- Active Property & Casualty (P&C) insurance license
- Previous relevant insurance industry experience
- Demonstrated organizational skills with strong time-management capabilities
- Excellent interpersonal and communication skills with the ability to build rapport quickly
- Self-motivated and able to work independently as well as collaboratively within a team
- Proficiency with agency management systems and standard office software
Compensation Package
- Compensation: Between $65K-$70K (based on experience) quarterly bonuses on new business
- Competitive benefits package paid time off professional development opportunities etc.
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