Job Description

Job Title: Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a dynamic team. The ideal candidate will act as the primary contact for clients, providing excellent service while managing a portfolio of commercial accounts. Responsibilities include ensuring client satisfaction, fostering strong relationships, and delivering customized insurance solutions to meet client needs. This role is ideal for professionals who thrive in a collaborative, fast-paced environment and have a passion for building and maintaining lasting client relationships.

Responsibilities

• Manage and oversee an assigned portfolio of commercial lines insurance accounts to ensure customer satisfaction and retention.
• Act as the primary contact for clients, addressing inquiries promptly and accurately while developing and maintaining positive relationships.
• Collaborate with clients to assess insurance needs, review policies, recommend appropriate coverages, and manage renewal processes.
• Partner with insurance carriers, underwriters, and internal teams to negotiate terms, acquire quotes, and resolve coverage or claim-related issues.
• Maintain current knowledge of market trends, products, and regulations to provide informed recommendations to clients.
• Identify cross-selling opportunities and additional coverage needs to support client objectives and maximize account growth.
• Document all communications, policies, and account updates in agency systems accurately and timely.
• Assist with preparing proposals, presentations, certificates of insurance, and other client-facing materials.
• Participate in team meetings and contribute to a culture of collaboration and professionalism.

Qualifications/Requirements

• Minimum of 2–3 years of experience as an Account Manager or a similar role within the commercial insurance sector.
• Active Property & Casualty insurance license; additional licenses or certifications are advantageous.
• Comprehensive understanding of commercial lines insurance products, policies, and coverages.
• Strong communication, interpersonal, and negotiation abilities, with a track record of maintaining client relationships.
• High level of organizational skills and attention to detail, with the ability to handle multiple priorities and meet deadlines.
• Proficiency with insurance agency management systems and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Demonstrated problem-solving skills and a customer-focused approach to service delivery.
• Capability to work independently and collaboratively in a team-oriented environment.
• Bachelor’s degree in Business, Insurance, or a related field is preferred, though equivalent experience will be considered.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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