Job Description
Job Summary
We are seeking a motivated Commercial Account Manager with previous experience handling small business accounts. The ideal candidate will have experience in account management and a strong understanding of commercial insurance products.
Responsibilities
- Manage a portfolio of small business clients and serve as their primary point of contact
- Collaborate with insurance carriers to obtain quotes, bind coverage, and issue certificates of insurance
- Review policies and coverage to ensure they meet clients' needs
- Provide proactive customer service and maintain strong client relationships
- Stay up-to-date on industry trends, products, and regulations to provide accurate and informed guidance to clients
- Assist in the renewal process and make recommendations for coverage adjustments as needed
- Work closely with the sales team to identify opportunities for account growth and retention
Qualifications/Requirements
- Proven experience in commercial insurance account management, specifically within the small business sector
- Strong understanding of commercial insurance products, coverages, and regulations
- Excellent communication and interpersonal skills with a customer-focused approach
- Ability to multitask, prioritize, and manage time effectively in a fast-paced environment
- Proficiency in insurance agency management systems and Microsoft Office Suite
- 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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