Job Description

Job Description: Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Insurance Account Manager to serve as the primary point of contact for clients ensuring seamless communication and the delivery of exceptional service. This role involves managing a portfolio of commercial insurance accounts providing tailored insurance solutions and building strong relationships with clients carriers and internal teams. An excellent opportunity to work in a dynamic environment where contributions will directly impact clients success and business goals.

Responsibilities

• Develop and maintain strong long-lasting relationships with commercial insurance clients to understand their business needs and provide customized solutions.
• Handle account management tasks including policy renewals endorsements and claims-related inquiries in a timely and accurate manner.
• Partner with insurance carriers to obtain quotes negotiate terms and secure the best solutions for clients coverage requirements.
• Conduct coverage reviews identify gaps and recommend policy enhancements to meet evolving client needs.
• Resolve customer issues and concerns effectively ensuring a positive client experience and sustained satisfaction.
• Collaborate with internal teams including sales and underwriting to ensure smooth onboarding and retention of accounts.
• Maintain accurate and up-to-date client records using CRM or account management software.
• Stay informed about industry trends regulatory changes and product developments to provide clients with expert advice and guidance.
• Assist with the training and mentoring of junior team members as required.

Qualifications/Requirements

• Bachelors degree in Business Finance Insurance or a related field or equivalent work experience.
• Proven experience as a Commercial Insurance Account Manager Client Manager or similar role preferably within an insurance agency or brokerage setting.
• Strong knowledge of commercial insurance lines including property liability auto and workers compensation among others.
• Holds an active P&C (Property and Casualty) insurance license.
• Exceptional customer service and relationship-building skills with a client-first mindset.
• Excellent verbal and written communication skills across diverse audiences.
• Strong organizational and time-management abilities to handle multiple priorities and meet deadlines.
• Detail-oriented with strong problem-solving and analytical skills.
• Proficiency in industry software CRM platforms and Microsoft Office Suite.
• Commitment to ongoing professional development and staying current with industry standards.

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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