Commercial Lines AM/AE
Share
Job Location:
Boca Raton, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Position Summary:
The Commercial Lines Account Manager is responsible for managing and servicing a designated book of commercial insurance business. This role includes maintaining strong relationships with clients underwriters and producers; handling policy renewals and changes; and ensuring the highest level of customer satisfaction. The position requires a thorough understanding of commercial lines coverages carriers and industry regulations.
Key Responsibilities:
Client Service & Relationship Management:
Act as the main point of contact for assigned commercial clients.
Provide timely and professional responses to client inquiries regarding coverage billing and policy changes.
Foster long-term client relationships through proactive communication and service.
Policy Management:
Handle renewals endorsements certificates of insurance audits cancellations and reinstatements.
Review policy documents for accuracy and completeness.
Ensure all client files are maintained and documented in the agency management system.
Marketing & Quoting:
Work with producers and underwriters to market new and renewal business.
Obtain quotes and negotiate with carriers to secure optimal coverage and pricing.
Prepare and present proposals to clients.
Account Maintenance:
Review accounts for coverage adequacy and recommend enhancements or additional coverages.
Maintain knowledge of carrier appetite guidelines and underwriting procedures.
Ensure compliance with agency procedures and industry regulations.
Collaboration:
Work closely with producers account executives and other team members to support agency goals.
Assist in onboarding new clients and support cross-sell initiatives.
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-TS2
#INDTJ-ST
Key Skills
- Building Construction
- Logistics & Procurement
- Account Management
- Communication
- Client Services
- Jboss
About Company
The Jonus Group #1 Career Coaching Employment Agency - Best Mock Interviews, Linkedin Profile Optimization, Social Media Job Seekers, Outplacement Services, Career Goal Coach.
