Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and professional Commercial Lines Account Manager to join a growing team. This role is pivotal in managing a portfolio of small to mid-sized accounts, ensuring exceptional client service and operational efficiency. The ideal candidate will have a proven track record in account management, strong organizational skills, and the ability to work collaboratively within a team. This position offers an excellent opportunity for career growth and development in a supportive and dynamic environment.

Compensation Package

• Salary Range: $65,000 - $80,000 annually, based on experience and qualifications
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a portfolio of 35-40 accounts, with a total book of business ranging from $500,000 to $700,000 in revenue.
• Oversee policy expirations, coordinate renewals, and maintain control logs.
• Request and verify carrier bids to ensure compliance with specifications.
• Assist in marketing efforts, premium determination, and preparation of presentation packets.
• Review policies for accuracy, process transactions, and generate invoices.
• Address client and carrier inquiries, documenting service issues and meetings.
• Maintain organized electronic and paper files, ensuring compliance with E&O guidelines.
• Support management with special projects and ongoing administrative tasks.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of experience managing at least 20+ accounts.
• Software Proficiency: Experience with Epic software preferred.
• Soft Skills:
  • Professional demeanor
  • Accountability and reliability
  • Strong teamwork and collaboration skills

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