Senior Commercial Lines Account Manager

Senior Commercial Lines Account Manager

Seeking a highly motivated and experienced Senior Commercial Lines Account Manager to join a team. This role involves managing a diverse portfolio of mid-to-large commercial accounts working closely with the President to ensure exceptional client service and account management. The ideal candidate will be a proactive detail-oriented professional with a strong background in commercial lines insurance and a passion for delivering outstanding results.

• Base Salary: $85000 - $125000 (commensurate with experience)
• Commission: Opportunities for referrals and cross-selling
• Bonus: Performance-based bonuses tied to book of business (new and renewal)
• Benefits: Competitive benefits package 401(k) paid time off professional development opportunities etc.

• Manage a portfolio of mid-to-large commercial accounts ensuring client satisfaction and retention.
• Handle all aspects of account management including quoting renewals and endorsements (20% new business 80% renewals).
• Collaborate with the President to manage their book of business providing proactive support and follow-up.
• Build and maintain strong relationships with clients carriers and internal team members.
• Utilize agency management systems such as EPIC Total CSR Cover Flow and CSR24 to manage accounts efficiently.
• Stay updated on industry trends carrier products and market conditions to provide innovative solutions to clients.

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in commercial lines account management with a focus on mid-to-large accounts. Candidates with less experience but significant expertise in large accounts will also be considered.
• Technical Skills: Proficiency in EPIC and other agency management systems is preferred.
• Soft Skills:
  • Tech-savvy with the ability to quickly adapt to new systems and tools.
  • Strong customer service orientation and ability to build lasting client relationships.
  • Excellent communication and interpersonal skills.
  • Proactive detail-oriented and able to work in a fast-paced environment.
  • A team player with a go above and beyond attitude.

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