Commercial Lines Account Manager

The Jonus Group

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profile Job Location:

Melbourne, FL - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Job Description

Responsibilities

  • Act as the primary point of contact for a portfolio of Commercial clients fostering strong relationships based on trust and expertise.
  • Manage day-to-day service needs for accounts including processing policy changes renewals claims assistance and certificates of insurance.
  • Collaborate with producers underwriters and carriers to secure and negotiate coverage tailored to meet clients individual needs.
  • Review insurance policies endorsements and other documentation to ensure accuracy completeness and coverage compliance for Commercial Auto and Trucking accounts.
  • Educate clients on available options policy changes and risk management strategies specific to their operations.
  • Proactively address and resolve client inquiries or issues in a timely and professional manner.
  • Identify cross-sell or up-sell opportunities that align with client goals; ensure they are referred to appropriate team members as necessary.
  • Stay current on market trends industry standards and changes in insurance regulations affecting Commercial Auto and Trucking policies.

Qualifications

  • Experience: Minimum 3-5 years of experience in commercial insurance account management with a specialization in Trucking and/or Commercial Auto lines.
  • Licenses/Certifications: Active Property & Casualty Insurance License required. Advanced certifications such as CIC CPCU or ARM are a plus.
  • Technical Skills:
    • Familiarity with agency management systems carrier platforms and certificate software.
    • Proficiency in Microsoft Office Suite (Excel Word Outlook).
  • Communication: Exceptional written and verbal communication skills with the ability to explain complex concepts clearly and concisely.
  • Interpersonal Skills: Proven ability to build and maintain strong client relationships through trust empathy and delivering results.
  • Problem Solving: Demonstrated ability to analyze client risks assess needs and recommend tailored solutions.
  • Organization: Strong attention to detail and excellent multi-tasking and time management skills.

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Required Experience:

Manager

Job DescriptionResponsibilitiesAct as the primary point of contact for a portfolio of Commercial clients fostering strong relationships based on trust and expertise.Manage day-to-day service needs for accounts including processing policy changes renewals claims assistance and certificates of insuran...
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