Job Description

Commercial Lines Account Manager, Middle Market

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves leading client service for middle and large accounts, collaborating with senior colleagues on strategy design, and managing renewal processes.

Compensation Package

• Base Salary: $77,200 - $95,400
• Bonus Eligibility: Yes
• Benefits: Competitive benefits package

Key Responsibilities

• Develop and deliver comprehensive service plans for clients.
• Prepare for and actively participate in strategy and proposal meetings.
• Conduct exposure reviews, perform gap analyses, and provide coverage recommendations.
• Collaborate with Subject Matter Experts to ensure efficient placement processes for mid-market accounts.
• Oversee confirmation of coverage, policy issuance, endorsements, and audits.
• Participate in post-renewal and stewardship planning meetings for large clients.
• Maintain accurate account details, contacts, and policy information in EPIC.
• Summarize loss history, current programs, and expiring exposures.
• Draft finance contracts and create premium billing allocations.
• Review carrier invoices and coordinate policy checks and audits.

Qualifications/Requirements

Work Experience

• Minimum of 3+ years of experience in Property & Casualty insurance with a comprehensive understanding of insurance coverages.

Professional Licenses/Certifications

• Active state Property & Casualty insurance license is required.

Essential Skills/Competencies

• Strong interpersonal, written, and oral communication skills.
• Ability to build and maintain effective relationships with clients and colleagues.
• Proficient in analyzing guaranteed cost program designs and coverage forms.
• Skilled in problem-solving and critical thinking to address complex situations.
• Proficiency in Excel and self-serve portals, with the ability to train clients on their use.
• High attention to detail and ability to meet deadlines in a fast-paced environment.

Education

• High School Diploma or equivalent required.

Physical Demands & Working Conditions

• Primarily office-based work with the use of a stand-up/sit-down adjustable desk.
• Occasional lifting of up to 10 pounds.
• Regular typing, grasping, and repetitive motion required.
• Occasional walking and standing.

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