Job Description

Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Manager to join a close-knit and dynamic team. This role involves managing a portfolio of mid-to-large-sized accounts, providing A-Z servicing, and cross-selling opportunities. The ideal candidate will bring a wealth of experience, a strong understanding of bonding, and a passion for delivering exceptional client service. This position offers the opportunity to work in a supportive, family-oriented environment backed by the stability of a bank-owned organization.

Compensation Package

• Salary: $70,000 - $80,000 annually + bonus opportunities
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of mid-to-large-sized commercial accounts.
• Handle all aspects of account servicing, including quoting new and renewal business (25% new, 75% renewal).
• Identify and execute cross-selling opportunities to enhance client relationships.
• Collaborate with team members to ensure seamless service delivery.
• Maintain organized and accurate records using agency management software (EPIC experience preferred).
• Stay updated on industry trends and best practices to provide informed recommendations to clients.

Qualifications/Requirements

• Licenses/Designations: P&C license required; CISR, CIC, CLCS, and CPCU preferred.
• Experience: 8-10 years of experience managing mid-to-large-sized commercial accounts. Generalist experience is required; niche expertise is a plus.
• Skills:
  • Proficiency in EPIC software (preferred but not required).
  • Strong organizational skills and attention to detail.
  • Driven and self-motivated with a client-focused mindset.
  • Solid understanding of bonding and related processes.
• Education: Relevant certifications and training are highly valued.
  
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