Job Description

Responsibilities

• Oversee and manage a portfolio of commercial lines accounts, ensuring a high standard of client satisfaction and retention.
• Build strong relationships with clients by understanding their insurance needs and providing tailored recommendations.
• Ensure timely handling of renewals, endorsements, and policy changes while maintaining compliance with industry regulations and company standards.
• Act as a key point of contact for clients, responding promptly to inquiries, resolving issues, and ensuring that client expectations are consistently met or exceeded.
• Collaborate with internal teams, including sales, underwriters, and claims representatives, to maintain seamless communication and workflows.
• Analyze client coverage needs, identify gaps, and suggest additional products where applicable.
• Review and verify policy documentation for accuracy, and process necessary updates with carriers.
• Stay informed of industry trends, policy changes, and product developments to provide clients with informed advice and options.
• Attend training, networking events, or community outreach initiatives to promote the organization and enhance personal development.

Qualifications

• Experience: Minimum of 2-4 years of experience in commercial account management or a related role.
• Licensing: Active Property and Casualty Insurance license
• Skills:
  • Strong communication, negotiation, and interpersonal abilities.
  • Exceptional time management and organizational skills, with attention to detail.
  • Proficiency in using insurance management systems, CRM software, and Microsoft Office Suite (Word, Excel, Outlook).
  • Analytical mindset with problem-solving abilities to provide creative solutions for clients.
• Education: High school diploma or equivalent required; bachelor’s degree preferred.
• Demonstrated commitment to diversity, equity, and inclusion in the workplace.

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