Job Description

Responsibilities

• Manage and maintain relationships with commercial clients
• Serve as the primary point of contact for assigned accounts, answering inquiries and addressing client needs promptly and professionally.
• Assist in onboarding new clients, including gathering necessary documents and setting up accounts.
• Collaborate with internal teams to ensure accurate and timely delivery of policies and services.
• Monitor account activities to ensure compliance with company policies and industry regulations.
• Review and process policy renewals, endorsements, and cancellations while ensuring accurate documentation.
• Provide guidance and consultation on risk management solutions tailored to the client’s business needs.
• Utilize effective communication to identify upselling opportunities and promote additional services where applicable.
• Analyze and resolve client concerns while delivering exceptional service in every interaction.
• Keep abreast of industry trends, policies, and regulatory changes to better serve our clients.
• Report to senior management on key account updates and client feedback.

Qualifications.

• Expertise in managing commercial account of various sizes
• Active 4-40 or 2-20 license
• Strong understanding of commercial insurance products, risk analysis, and client management principles.
• Exceptional interpersonal and communication skills, with the ability to build trust and resolve customer concerns effectively.
• Detail-oriented, with excellent organizational and time-management skills.
• Ability to work efficiently both independently and as part of a collaborative team.
• Proficiency in relevant accounting and CRM software systems.
• Bachelor’s degree in Business Administration, Insurance, or a related field is preferred but not required. Equivalent professional experience will also be considered

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