Job Description

Job Description: Commercial Lines Account Manager

Job Summary

We are seeking a diligent, customer-focused, and detail-oriented Commercial Lines Account Manager to join our team. In this role, you will provide exceptional service and strategic account management to our diverse clientele while fostering strong relationships with current and prospective customers. You will be responsible for managing all aspects of commercial insurance accounts, offering tailored solutions, and working collaboratively to deliver customer-centered policies that align with business needs. This position offers a unique opportunity to contribute to a thriving, inclusive team that values innovation, diversity, and excellence.

Responsibilities

• Act as the primary point of contact for a designated portfolio of commercial business accounts, providing proactive communication and personalized service.
• Develop and maintain strong relationships with clients to fully understand their insurance needs and propose appropriate coverage options.
• Manage day-to-day servicing of accounts, including policy renewals, endorsements, claims assistance, and policy reviews.
• Collaborate with underwriters and internal stakeholders to secure the best insurance terms and competitive pricing for clients.
• Prepare and present comprehensive proposals, coverage reviews, and other client-facing documentation.
• Educate clients about commercial insurance products, market trends, and risk management strategies in clear terms.
• Ensure prompt resolution of customer inquiries and concerns, maintaining high levels of satisfaction.
• Maintain accurate records of all communications, documents, and transactions using internal agency management system.
• Stay informed about industry regulations, trends, and emerging risks to proactively make recommendations.
• Participate in regular training sessions and continuing education to maintain licensing and enhance professional development.

Qualifications/Requirements

• 2-3+ years of proven experience as an Account Manager within the commercial insurance or personal insurance sector.
• State insurance license for Property & Casualty insurance required.
• Strong understanding of commercial insurance products, risk management practices, and underwriting processes.
• Exceptional interpersonal and communication skills with the ability to explain complex information.
• Proactive problem-solver with exemplary organizational skills and attention to detail.
• Proficiency in using agency management software, customer relationship management tools, and Microsoft Office Suite.
• Ability to work independently and collaboratively in a fast-paced, team-oriented environment.
• Commitment to continuous learning and professional development.

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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