Senior Commercial Insurance Account Manager

Job Summary

We are seeking a motivated and experienced Senior Commercial Insurance Account Manager to join our dynamic team. In this role, you will manage and maintain strong, long-term client relationships with a focus on delivering outstanding customer service and tailored insurance solutions. The ideal candidate will have a passion for supporting businesses in protecting their assets, a strong sense of ownership, and the ability to work effectively in a collaborative and inclusive environment.

Responsibilities

• Serve as the primary point of contact for assigned commercial insurance clients, handling inquiries, resolving issues, and providing expert advice.
• Develop and execute strategies to retain and grow the client portfolio while identifying opportunities for cross-selling insurance solutions.
• Collaborate with sales, underwriting, and other key stakeholders to deliver customized insurance programs that meet client needs and comply with insurance regulations.
• Provide policy reviews, coverage analysis, and recommendations to clients to ensure they have the protection they need for their businesses.
• Maintain up-to-date knowledge of industry trends, market conditions, and products to best serve clients and provide informed recommendations.
• Oversee the processing and renewal of policies, ensuring accuracy and timely completion.
• Build relationships with carriers and negotiate terms, pricing, and coverage on behalf of clients.
• Contribute to team initiatives and participate in training sessions to share insights and develop best practices.
• Document all client interactions accurately in the company's agency management system and ensure adherence to compliance requirements.

Qualifications/Requirements

• At least 3 years of experience as an account manager (5+ years preferred), with a proven track record in a client-facing role.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of insurance products, underwriting guidelines, and risk management principles.
• Exceptional communication, negotiation, and relationship-building skills.
• Proficient in the use of agency management software and standard office applications (e.g., Microsoft Office Suite).
• Ability to manage multiple clients and tasks simultaneously with a detail-oriented approach.

Compensation Package

• Compensation: Between $65k-$85k (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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 employer's discretion.

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Job Title: Commercial Lines Account Manager (Hybrid) - Conshohocken, PA

Job Summary:

The Commercial Lines Account Manager is responsible for building and maintaining relationships with commercial clients to provide insurance solutions that meet their needs. This role involves identifying potential clients, presenting insurance options, and ensuring excellent customer service.

Responsibilities:

1. Client Relationships:
   • Build strong relationships with commercial clients, addressing their questions and concerns promptly.
   • Maintain regular communication to understand their evolving insurance needs.
2. Insurance Solutions:
   • Assess clients' risk exposures and recommend suitable insurance coverage options.
   • Present insurance proposals to clients, explaining benefits and terms clearly.
3. Business Development:
   • Identify potential clients through research and networking.
   • Participate in presentations to showcase our insurance products.
4. Documentation:
   • Maintain organized client records, including correspondence and policy documents.
   • Generate reports for clients and internal teams as required.
5. Industry Awareness:
   • Stay updated on industry trends and regulations to provide accurate advice.
   • Ensure compliance with industry standards.

Qualifications:

• Bachelor's degree in business, finance, insurance, or a related field (preferred).
• P&C License (required)
• Relevant industry certifications (e.g., Certified Insurance Counselor, Certified Insurance Agent) may be advantageous.
• Proven experience in commercial insurance sales, account management, or related roles.
• In-depth knowledge of commercial insurance products, coverages, and industry regulations.
• Strong sales, negotiation, and presentation skills.
• Excellent interpersonal and communication abilities.
• Detail-oriented with effective organizational and time management skills.
• Proficiency in using insurance management software and Microsoft Office Suite.

Compensation:

• Up to $75k plus benefits

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#INDTJG-CS

#hybrid
#LI-hybrid

Job Summary

Our client is looking for a dedicated and experienced Client Account Manager to join a growing team. This role is pivotal in managing and nurturing relationships with private clients, ensuring their needs are met with the highest level of professionalism and care. The ideal candidate will bring a balanced mix of experience, enthusiasm, and a passion for delivering exceptional service. This position offers the opportunity to work in a dynamic environment with a focus on growth and collaboration.

Compensation Package

• Salary Range: $60,000 - $100,000+
• Comprehensive benefits
• 401(k): Yes
• Remote Work: Optional work-from-home days on Mondays and Fridays; in-office presence required Tuesday through Thursday

Responsibilities

• Manage and grow a portfolio of private client accounts, ensuring their needs are met with tailored solutions.
• Handle both new and renewal business, providing expert advice and support.
• Build and maintain strong relationships with clients, fostering trust and long-term partnerships.
• Collaborate with internal teams and local office staff to deliver seamless client experiences.
• Participate in client meetings, both virtually and on-site, to understand and address their unique requirements.
• Stay informed about industry trends and best practices to provide clients with up-to-date insights and recommendations.

Qualifications/Requirements

• Experience: Demonstrated experience in managing private client accounts is essential.
• Licensure/Designations: Relevant certifications or licenses are preferred.
• Skills: Strong interpersonal and communication skills, with the ability to build rapport and trust with clients.
• Work Ethic: A proactive and client-focused mindset, with a commitment to delivering exceptional service.
• Technology: Familiarity with industry-standard software is a plus.
• Preferred Years of Experience: Mid-level professionals are highly encouraged to apply, as we are looking for candidates with a balance of experience and growth potential.
• Location: Must be able to work out of any Minnesota office, with a preference for Twin Cities locations.

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Overview:

Seeking 2 Senior Commercial Lines Account Managers/Marketing Managers. This is an opportunity to work in a professional and dedicated environment with room for growth and development. The role is fully onsite and offers a competitive salary range of $75K-$130K, along with a 401(k) plan and other benefits.

Responsibilities:

• Quote new/renewal business
• Work on captive insurance market accounts
• Handle standard market accounts
• Manage accounts in habitational, construction, architects and engineering, and excavating sectors
• Handle accounts with premiums of $100K+
• Utilize EPIC software for account management

Qualifications:

• P&C license is required
• At least 5 years of experience in the field
• Experience with EPIC software is preferred
• Strong knowledge of captive insurance market and standard market accounts

Day-to-day:

The role involves quoting new and renewal business, managing various types of accounts, and utilizing EPIC software for account management.

Benefits:

• Competitive salary range of $75K-$130K (depending on experience)
• 401(k) plan with company match and no limit on participation
• Professional and dedicated work environment

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 employer's discretion.

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Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Personal Lines Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing team. This role is pivotal in providing exceptional service to clients, managing a book of business, and ensuring the seamless handling of personal lines accounts. If you are a motivated professional with a passion for client service and a strong background in insurance, we encourage you to apply.

Responsibilities

• Manage and service a book of personal lines accounts.
• Handle all aspects of account management, including rating, preparing quotes, and processing renewals.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Collaborate with team members to ensure efficient workflow and client satisfaction.
• Stay updated on industry trends and maintain compliance with all relevant regulations.

Qualifications/Requirements

• Active Property & Casualty (P&C) license required.
• 3-5 years of experience in personal lines insurance, including quoting new and renewal business.
• Familiarity with Epic software preferred.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.

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 employer's discretion.

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Commercial Lines Account Manager

Job Summary

Looking for a dedicated and experienced Commercial Lines Account Manager to join a growing team. This role is integral to maintaining and enhancing client relationships, managing policies, and supporting Account Executives in servicing a diverse portfolio of construction accounts. If you are a driven professional with a passion for excellence and a collaborative mindset, we encourage you to apply.

Responsibilities

• Assist Account Executives in servicing clients and managing a book of business.
• Handle all aspects of policy management, including renewals, endorsements, certificates, proposals, and tax filings.
• Manage client relationships to ensure satisfaction and retention.
• Quote both new and renewal business (approximately 70% renewal, 30% new).
• Collaborate with team members to streamline processes and ensure efficient operations.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years in a similar role, preferably working with construction accounts.
• Technical Skills: Proficiency in Applied EPIC and TAM software.
• Soft Skills:
  • Team player with a collaborative mindset.
  • Self-motivated and capable of working independently.
  • Goal-oriented and driven to succeed.
  • Strong organizational and time-management skills.

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 employer's discretion.

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Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a growing team. This role offers the opportunity to work closely with seasoned professionals, gain valuable industry insights, and contribute to the continued success of the agency. The position primarily focuses on personal lines (75%) with some exposure to commercial lines (25%).

Responsibilities

• Manage personal lines accounts from A-Z, including quoting, binding, and servicing policies.
• Provide exceptional customer service to clients, addressing inquiries and resolving issues promptly.
• Assist with quoting new and renewal business for families, including home, auto, boats, RVs, motorcycles, life, flood, and umbrella policies.
• Collaborate with team members to ensure seamless account management and knowledge sharing.
• Utilize agency management software, rating platforms, and other systems to manage daily tasks efficiently.

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) license required or willingness to obtain.
• Experience: Prior experience in personal lines account management is highly preferred.
• Technical Skills: Proficiency in agency management software, rating platforms, and other relevant software is a plus.
• Soft Skills: Strong communication, organizational, and problem-solving skills. A proactive and team-oriented mindset is essential.

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 employer's discretion.

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Inside Sales and Service Agent (Account Manager)

Job Summary

Looking for a professional and client-focused Inside Sales and Service Agent (Account Manager) to join a dynamic team. This fully remote position (must reside within 60 miles of Austin, TX) offers the opportunity to manage a growing book of business, primarily consisting of small commercial accounts and personal lines. The ideal candidate will have a strong background in commercial lines, a willingness to learn personal lines, and a passion for delivering exceptional customer service. This role is perfect for someone who thrives in a team-oriented environment and values autonomy in their work.

Responsibilities

• Manage and service a commercial book of business, with opportunities to grow personal lines.
• Handle inbound leads, market new business, and manage renewals.
• Provide client-facing support, guiding customers through their insurance needs with professionalism and expertise.
• Quote and market new and renewal business, focusing on customer satisfaction and retention.
• Collaborate with a transparent and supportive team to achieve company goals.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 3+ years in commercial lines; willingness to learn personal lines is essential.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills: Professional, polished, and client-focused with excellent communication and interpersonal skills.
• Work Environment: Must have a dedicated home office setup (not a temporary or shared space).
• Location: Must reside within 60 miles of Austin, TX.

If you are a motivated and experienced insurance professional looking to join a collaborative and growth-focused team, we encourage you to apply.

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 employer's discretion.

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