Job Description

Commercial Insurance Assistant Account Manager

Job Summary

Are you looking for an engaging and rewarding opportunity within the insurance industry? If so, an established insurance agency is seeking a Commercial Insurance Assistant Account Manager to join their Commercial Lines department. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Continuously identify cross-sell opportunities within existing client accounts.
• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
• Monitor and manage the renewal process for assigned clients.
• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Coordinate relationship management meetings with assigned clients.
• Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Holds an active Property and Casualty (P&C) Insurance License (required).
• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Preferred Agency Management System Experience: AMS 360
• At least 1-2 years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.

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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