Personal and Commercial Account Manager
Personal and Commercial Account Manager
Posted on :
24-08-2025
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1 Vacancy
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Job Description
Job Description
Our client is seeking a P&C licensed dedicated and proactive Personal and Commercial Lines Account Manager to join their team.
Benefits
- Competitive salary: $35-70K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications
- Active P&C license
- Strong understanding of commercial insurance products coverages and underwriting processes.
- Proficient in using insurance management software and Microsoft Office Suite.
- Prior experience in middle market commercial/personal lines account management or related roles is preferred.
Responsibilities
- Build strong lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.
- Regularly communicate with clients to assess their evolving insurance requirements and address any concerns.
- Evaluate client insurance portfolios to identify coverage gaps recommend enhancements and tailor policies to fit clients specific risks.
- Collaborate with insurance underwriters to negotiate terms pricing and coverage options that align with clients needs.
- Prepare and present comprehensive insurance proposals and reports to clients outlining coverage details and benefits.
- Coordinate the renewal process by gathering necessary information updating applications and ensuring timely submission to underwriters.
- Review policy documents and endorsements to verify accuracy and completeness.
- Proactively manage policy changes endorsements and other administrative tasks as needed.
- Analyze clients businesses and industries to identify potential risks and exposures.
- Provide risk management recommendations to clients to help mitigate potential losses and enhance their overall risk profile.
- Act as a liaison between clients and insurance carriers during the claims process ensuring claims are reported accurately and efficiently.
- Monitor the progress of claims and provide updates to clients helping to expedite claim resolution.
- Work closely with internal teams such as underwriting claims and risk management to deliver seamless service to clients.
- Collaborate with colleagues to share market insights industry trends and best practices.
- Identify opportunities to upsell or cross-sell additional insurance products to existing clients contributing to account growth.
- Ensure compliance with industry regulations and company policies.
- Maintain accurate and up-to-date client records documentation and communication logs.
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.
#LI-AS2
Required Experience:
Manager
Employment Type
Full-Time
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