Commercial Insurance Account Manager
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Job Location:
Lakeside, OR - USA
Monthly Salary:
$ 60 - 90
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Job Title: Commercial Insurance Account Manager
Job Summary
Seeking a motivated and detail-orientedCommercial Insurance Account Managerto join a this role you will collaborate with clients insurance carriers and internal stakeholders to manage commercial insurance accounts efficiently. You will be responsible for delivering exceptional customer service and building long-lasting relationships with clients ensuring their commercial insurance needs are fully met.
Responsibilities
- Build and maintain strong relationships with current and prospective commercial clients by ensuring a proactive and professional customer service experience.
- Provide expert insurance advice analyze client needs and recommend appropriate coverages and solutions.
- Manage the renewal process including reviewing current policies negotiating terms with carriers and presenting renewal options to clients.
- Act as a liaison between clients and insurance carriers resolving questions and concerns promptly and effectively.
- Process client documentation including policy changes endorsements and certificates of insurance with accuracy and attention to detail.
- Support the sales team with new business opportunities by preparing quotes presentations and proposals.
- Stay up-to-date with industry regulations and market trends to provide clients with timely and relevant advice.
- Identify cross-sell and upsell opportunities to enhance client portfolios.
- Maintain accurate records in the client management system and adhere to company best practices.
Qualifications/Requirements
- Proven experience in commercial insurance account management customer service or a related role.
- Holds an active P&C (Property and Casualty) insurance license.
- Strong understanding of commercial insurance coverages policy rating and underwriting guidelines.
- Excellent interpersonal and communication skills with the ability to build trust and rapport with a diverse client base.
- Exceptional attention to detail organizational skills and the ability to handle multiple tasks simultaneously.
- Proficient in Microsoft Office Suite and experience with agency management software (e.g. AMS360 Applied or similar systems) is a plus.
- A proactive and solution-oriented mindset with strong problem-solving skills.
- Ability to work both independently and collaboratively in a team environment.
Compensation Package
- Compensation: Between $60K-$90K (based on experience).
- 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
Key Skills
- Forecasting
- Hyperion
- Cost Management
- Construction Estimating
- QlikView
- Bus Driving
- Analysis Skills
- HubSpot
- Salesforce
- Market Research
- negotiation
- Financial Planning
About Company
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