Job Description
Commercial Insurance Account Manager
Job Summary:
Seeking a detail-oriented motivated and customer-focusedCommercial Insurance Account Managerto join a team. This role involves collaboration with clients insurance carriers and internal teams to manage and service commercial insurance accounts effectively. The position provides an opportunity to build relationships ensure excellent client satisfaction and deliver tailored insurance solutions to meet diverse business needs.
Responsibilities:
- Develop and maintain strong relationships with clients to understand and address their commercial insurance needs.
- Manage a portfolio of commercial insurance accounts ensuring all policies are current accurate and meet client standards.
- Guide clients through the insurance process including policy placement renewals and endorsements.
- Communicate with insurance carriers to negotiate terms pricing and policy changes to meet client goals.
- Review insurance policies and documents to ensure compliance and accuracy.
- Provide excellent client service by promptly addressing questions concerns and service requests.
- Collaborate with internal teams including producers underwriters and customer service teams to deliver seamless support to clients.
- Proactively cross-sell and identify opportunities for additional coverage or products that align with clients evolving needs.
- Stay updated on industry trends insurance regulations and changes in the market that may impact clients.
- Use CRM systems and other tools to document client interactions and ensure accurate records are maintained.
Qualifications/Requirements:
- Proven work experience in commercial insurance account management or similar roles.
- Holds an active P&C (Property and Casualty) insurance license.
- Strong knowledge of commercial insurance products coverage types and policy management.
- Exceptional interpersonal and communication skills with a client-focused attitude.
- Ability to solve complex problems navigate negotiations and make data-driven decisions.
- Proficiency in insurance CRM software and Microsoft Office Suite.
- Excellent organizational skills with the ability to prioritize multiple tasks effectively and meet deadlines.
- Bachelors degree in business insurance or related field preferred (equivalent work experience also considered).
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-DD4
Required Experience:
Manager
Job DescriptionCommercial Insurance Account ManagerJob Summary:Seeking a detail-oriented motivated and customer-focusedCommercial Insurance Account Managerto join a team. This role involves collaboration with clients insurance carriers and internal teams to manage and service commercial insurance ac...
Job Description
Commercial Insurance Account Manager
Job Summary:
Seeking a detail-oriented motivated and customer-focusedCommercial Insurance Account Managerto join a team. This role involves collaboration with clients insurance carriers and internal teams to manage and service commercial insurance accounts effectively. The position provides an opportunity to build relationships ensure excellent client satisfaction and deliver tailored insurance solutions to meet diverse business needs.
Responsibilities:
- Develop and maintain strong relationships with clients to understand and address their commercial insurance needs.
- Manage a portfolio of commercial insurance accounts ensuring all policies are current accurate and meet client standards.
- Guide clients through the insurance process including policy placement renewals and endorsements.
- Communicate with insurance carriers to negotiate terms pricing and policy changes to meet client goals.
- Review insurance policies and documents to ensure compliance and accuracy.
- Provide excellent client service by promptly addressing questions concerns and service requests.
- Collaborate with internal teams including producers underwriters and customer service teams to deliver seamless support to clients.
- Proactively cross-sell and identify opportunities for additional coverage or products that align with clients evolving needs.
- Stay updated on industry trends insurance regulations and changes in the market that may impact clients.
- Use CRM systems and other tools to document client interactions and ensure accurate records are maintained.
Qualifications/Requirements:
- Proven work experience in commercial insurance account management or similar roles.
- Holds an active P&C (Property and Casualty) insurance license.
- Strong knowledge of commercial insurance products coverage types and policy management.
- Exceptional interpersonal and communication skills with a client-focused attitude.
- Ability to solve complex problems navigate negotiations and make data-driven decisions.
- Proficiency in insurance CRM software and Microsoft Office Suite.
- Excellent organizational skills with the ability to prioritize multiple tasks effectively and meet deadlines.
- Bachelors degree in business insurance or related field preferred (equivalent work experience also considered).
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-DD4
Required Experience:
Manager
View more
View less