Job Description

Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. This role is integral in managing and growing a portfolio of commercial insurance accounts ensuring excellent service delivery and fostering long-lasting client relationships. The ideal candidate will be a proactive problem-solver with a passion for delivering exceptional customer experiences.

Responsibilities

• Act as the primary contact for a portfolio of commercial insurance clients addressing inquiries concerns and coverage needs.
• Manage policy renewals endorsements and cancellations while ensuring all activities comply with company policies.
• Provide expert advice on insurance options and offer solutions that meet individual business needs.
• Collaborate with underwriters and carriers to negotiate terms prepare proposals and secure competitive rates for clients.
• Maintain accurate records databases and policy details to ensure timely delivery of renewals policy changes and customer communications.
• Proactively identify cross-sell and upsell opportunities to expand coverage for existing clients.
• Work closely with internal teams to ensure efficient and effective management of client accounts.
• Stay up to date with market trends regulatory requirements and emerging risks in the insurance industry.
• Build trust with clients by adhering to ethical standards ensuring transparency and providing proactive communication.

Qualifications/Requirements

• Education & Experience:
  • High school diploma or equivalent required; Bachelors degree in Business Finance or a related field is preferred.
  • Minimum of 2 years of experience in commercial insurance or account management is required.
• Licensing:
  • An active Property and Casualty Insurance license or the ability to obtain one within the first few months of employment is required.
• Skills & Proficiencies:
  • Strong knowledge of commercial insurance policies terms and regulatory requirements.
  • Excellent problem-solving abilities and attention to detail.
  • Exceptional interpersonal and communication skills with the ability to tailor communication to diverse audiences.
  • Proficiency in Microsoft Office Suite and familiarity with agency management systems (e.g. AMS360 Applied Epic) is a plus.
  • Proven ability to manage multiple tasks while meeting deadlines in a fast-paced environment.
  • Commitment to providing outstanding customer service in client relationships.
• Personal Attributes:
  • Team player with a collaborative approach to work.
  • Self-motivated and proactive with a passion for continuous learning and professional growth.
  • Ability to remain calm under pressure and adapt to changing priorities.

What Is Offered

• Competitive compensation and benefits package including health dental and vision insurance paid time off and a 401(k) retirement plan.
• Opportunities for growth and continuing education in the insurance industry.

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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