Job Description

Commercial Lines Account Manager (CLAM)

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager (CLAM) to join a collaborative and family-oriented team. This role is integral to supporting our growth and maintaining a commitment to providing exceptional service to a clients, which include religious organizations, non-profits, schools, and churches. The ideal candidate will bring expertise in commercial lines insurance, a passion for client service, and a proactive approach to managing accounts.

Compensation Package

• Salary Range: $60,000 - $83,000 annually, based on experience.
• Benefits:
  • 100% employer-paid health insurance for employees.
  • 30% employer contribution for dependents on high-deductible health plans.
  • Profit-sharing plan.
• Work Schedule: In-office with one day of work-from-home flexibility after one year.
• Start Date: July.

Responsibilities

• Manage a portfolio of accounts, including religious organizations, non-profits, schools, and churches, with account sizes ranging from $500,000 to $200,000.
• Handle certificate-heavy tasks related to events hosted by clients.
• Process endorsements, conduct renewal marketing, and present renewal proposals to clients.
• Recommend additional lines of coverage to meet client needs.
• Quote new and renewal business as required.
• Utilize a Salesforce-based system with AI capabilities to manage accounts efficiently.
• Collaborate with team members to ensure seamless service delivery.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 2 years in a commercial lines insurance setting. Experience with non-profits, schools, or religious institutions is preferred but not required.
• Technical Skills: Familiarity with EPIC or similar insurance management software. Experience with Salesforce-based systems is a plus.
• Soft Skills:
  • Collaborative and team-oriented.
  • Personable with strong interpersonal skills.
  • Detail-oriented and organized.
  • Proactive and able to manage multiple priorities effectively.
• Education: High school diploma or equivalent required; additional education or certifications in insurance are a plus.

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