Job Description

Responsibilities

• Manage a portfolio of commercial lines accounts, providing exceptional service and support to clients
• Act as the key point of contact for clients, understanding their insurance needs and developing tailored solutions
• Collaborate with internal teams to ensure effective delivery of products and services to clients
• Build and maintain strong relationships with insurance carriers and underwriters to negotiate the best terms and coverage for clients
• Identify opportunities for account growth and retention, proactively addressing client needs and concerns
• Stay updated on industry trends, regulations, and market changes to provide informed guidance to clients

Qualifications

• Prior experience in a similar role as a Commercial Lines Account Manager or Account Executive
• Strong knowledge of commercial insurance products, policies, and procedures
• Excellent communication and interpersonal skills, with the ability to effectively engage with clients and internal stakeholders
• Proven track record of managing a portfolio of commercial accounts and achieving client retention and growth targets
• Proficiency in insurance agency management systems and Microsoft Office Suite
• Relevant insurance designations such as CIC, ARM, or CPCU are a plus

Day-to-day

• Communicating with clients to understand their insurance needs and provide tailored solutions
• Collaborating with internal teams to ensure seamless delivery of products and services
• Negotiating with insurance carriers and underwriters to obtain the best terms and coverage for clients
• Conducting regular portfolio reviews and performance analysis to identify growth opportunities and address client concerns
• Staying updated on industry developments and market trends to provide informed guidance to clients

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