Commercial Lines Account Manager
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Job Location:
Richmond Hill, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
11 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
A Commercial Lines Account Manager at an independent insurance agency plays a pivotal role in managing and servicing commercial insurance accounts. This position requires a blend of technical insurance knowledge client relationship management and administrative skills. Below is a comprehensive overview of the typical responsibilities qualifications and skills associated with this role.
Key Responsibilities
- Client Relationship Management: Serve as the primary liaison between clients insurance carriers and internal teams ensuring client needs are met promptly and effectively.
- Policy Administration: Handle all aspects of policy management including quoting binding issuing certificates processing endorsements and managing renewals.
- Coverage Analysis: Review and analyze clients insurance needs providing consultative advice on coverage options exclusions and exposures.
- Documentation and Record-Keeping: Maintain accurate and up-to-date client records in the agency management system documenting all communications and transactions.
- Collaboration with Producers: Work closely with producers to support new business development and ensure seamless service delivery to clients.
- Client Education: Educate clients on policy terms audit procedures and risk management strategies to help them make informed decisions.
Qualifications and Skills
- Licensing: Active Property & Casualty insurance license is typically required.
- Experience: Prior experience in commercial lines account management preferably within an independent agency setting
- Technical Proficiency: Familiarity with agency management systems (e.g. Applied Epic AMS360) and proficiency in Microsoft Office Suite.
- Communication Skills: Excellent verbal and written communication abilities to interact effectively with clients and team members.
- Organizational Skills: Strong attention to detail and the ability to manage multiple tasks and deadlines efficiently.
- Problem-Solving Abilities: Capacity to address and resolve client issues and coverage questions promptly and accurately
Ideal Candidate Attributes
- Client-Focused: Demonstrates a commitment to providing exceptional service and building long-term client relationships.
- Team-Oriented: Collaborates effectively with colleagues and contributes to a positive team environment.
- Adaptable: Able to adjust to changing client needs and industry developments.
- Continuous Learner: Engages in ongoing professional development to stay current with insurance products and regulations.
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Required Experience:
Manager
Key Skills
- Administration
- Facilities Management
- Advocacy
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- Cloud Computing
- Back Office
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