Job Description

Overview

We are seeking a dedicated and experienced Commercial Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing and servicing a portfolio of commercial insurance accounts, providing exceptional customer service, and assisting in business growth and retention. This is an exciting opportunity for a motivated and client-focused individual to contribute to our continued success in the industry.

Responsibilities

• Build and maintain strong relationships with clients, underwriters, and other stakeholders to ensure client satisfaction and retention
• Evaluate clients' insurance needs and recommend appropriate coverage solutions
• Prepare and present insurance proposals and renewals to clients
• Coordinate policy changes, endorsements, and claims, and ensure timely and accurate processing
• Analyze and review policy documents and endorsements for accuracy
• Stay informed about industry trends, market changes, and insurance products to provide clients with the most relevant advice and solutions
• Collaborate with the sales team to identify and pursue business growth opportunities
• Assist in the development and implementation of business strategies to achieve account retention and growth goals
• Adhere to industry regulations and internal policies, procedures, and guidelines

Qualifications

• Proven experience as a Commercial Lines Account Manager, with expertise in managing accounts ranging from $0-$100k, $100k-$500k, and $500k+
• Strong understanding of commercial insurance products, coverages, and risk management
• Excellent interpersonal and communication skills with the ability to build and maintain strong client relationships
• Proficient in insurance industry software and Microsoft Office applications
• Detail-oriented with strong organizational and time management abilities
• Ability to work effectively in a team environment and independently
• Demonstrated ability to analyze and solve complex problems
• Relevant insurance designations such as AAI, CIC, or CRM preferred

Day-to-day

• Communicating with clients and underwriters to address inquiries and resolve issues
• Developing and presenting insurance proposals and renewal options
• Reviewing policy documents, endorsements, and claims for accuracy
• Collaborating with the sales team to identify and pursue business growth opportunities
• Adhering to industry regulations and internal policies
• Keeping abreast of industry trends and changes to ensure clients receive up-to-date advice and solutions

#LI-TS2

#INDTJ-ST