Job Description

Commercial Insurance Account Manager

Job Overview:

We are seeking a dedicated and experienced Commercial Insurance Account Manager to join our team. The ideal candidate will have a deep understanding of commercial insurance policies and a strong ability to manage client relationships effectively. You will be responsible for servicing and supporting a book of commercial clients, ensuring their needs are met, and working closely with underwriters and other team members to deliver the best insurance solutions.

Key Responsibilities:

• Client Management: Maintain and develop strong relationships with existing commercial clients, acting as their primary point of contact for insurance-related inquiries.
• Policy Administration: Manage day-to-day servicing of client accounts, including renewals, policy changes, endorsements, and cancellations.
• Risk Analysis & Solutions: Work with clients to assess their insurance needs and recommend appropriate coverage based on their business operations and risk profile.
• Quoting & Coverage Negotiation: Collaborate with underwriters to obtain quotes, negotiate terms, and ensure clients receive competitive pricing and suitable coverage.
• Claims Assistance: Provide guidance and support to clients throughout the claims process, ensuring timely resolution and minimal disruption to their business.
• Compliance & Documentation: Ensure all policies, paperwork, and records are accurate, complete, and compliant with industry regulations.
• Cross-selling & Upselling: Identify opportunities for additional coverage or services and work to expand existing accounts.
• Customer Service: Provide exceptional customer service and respond to client inquiries promptly and professionally.
• Collaboration: Work closely with sales teams, underwriters, and other internal departments to ensure a seamless experience for clients.

Qualifications:

• Proven experience (typically 3+ years) as an Account Manager or in a similar role within the commercial insurance industry.
• Strong understanding of commercial insurance products, policies, and underwriting processes.
• Excellent communication and interpersonal skills, with the ability to build relationships with clients, colleagues, and stakeholders.
• Detail-oriented and highly organized, with the ability to manage multiple tasks simultaneously.
• Proficient in insurance software and Microsoft Office Suite (Excel, Word, Outlook).
• Ability to handle client concerns and resolve issues effectively.
• Active insurance license (as required by state/province regulations) is preferred.
• Strong analytical and problem-solving skills.

Preferred Skills:

• Certification or designation (e.g., CIC, CRM, or CISR) is a plus.
• Experience working with large commercial accounts and complex insurance needs.

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