Job Description

Job Summary

We are seeking a detail-oriented and customer-focused Commercial Lines Account Manager/Assistant Account Manager to join our dynamic team. The ideal candidate will be responsible for managing a portfolio of commercial clients, providing exceptional customer service, and ensuring the successful implementation and management of insurance policies.

Responsibilities

• Build and maintain strong, long-lasting customer relationships with commercial clients.
• Collaborate with the sales team to identify and grow opportunities within the client base.
• Serve as the primary contact for all customer service needs, including policy inquiries, claims assistance, and account changes.
• Manage the renewal process for existing clients, including negotiating terms and conditions with insurance carriers.
• Maintain accurate and up-to-date client records and policy documentation in compliance with industry standards.
• Stay informed about industry trends and market conditions to effectively advise clients on insurance options.
• Assist in the preparation of insurance proposals and presentations for new and existing clients.
• Collaborate with internal teams to ensure client satisfaction and retention.

Qualifications/Requirements

• Proven work experience as a Commercial Lines Account Manager or Assistant Account Manager, or similar role.
• 3-5+ years of relevant insurance industry experience preferred.
• Previous experience with Bonds is preferred.
• Strong understanding of commercial insurance products, coverages, and policy terms.
• Excellent communication and interpersonal skills, with the ability to build rapport and trust with clients and colleagues.
• Proficiency in industry-specific software and systems for managing client accounts and policy information.
• Knowledge of industry regulations and compliance standards.
• Holds an active P&C (Property and Casualty) insurance license.

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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