Job Description

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a team. This role is integral to the mission of providing exceptional insurance brokerage and risk management consulting services. The ideal candidate will bring a strong background in commercial insurance, a commitment to excellence, and a passion for delivering outstanding customer service. This is a hybrid position, requiring three days per week in the office.

Compensation Package

• Salary Range: $90,000 - $120,000 annually, commensurate with experience.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

As a Commercial Lines Account Manager, you will:

• Maintain accurate records within the agency management system and electronic files.
• Provide exceptional customer service to build and maintain positive client relationships.
• Communicate professionally and effectively with clients and insurance carrier representatives.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Handle billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits, ensuring timely endorsement follow-up and billing.
• Oversee the issuance of new and renewal Certificates of Insurance and Automobile ID Cards.
• Utilize insurance carrier online systems efficiently.
• Market new and renewal business, including market selection, online rating, submissions, and coverage analysis.
• Assist clients with claims-related inquiries and direct them to the appropriate carrier for submitting claims.
• Delegate tasks to Account Analyst staff members and oversee the accuracy of their work.
• Assist in the development and training of Account Analyst staff.

Qualifications/Requirements

To be successful in this role, you should possess the following:

• Active Property & Casualty insurance license.
• A minimum of 5 years of experience in commercial insurance, with a solid understanding of various coverage types, policy structures, and industry-specific requirements.
• Bachelor's Degree in Business or a related field.
• Proficiency in Microsoft Office Suite.
• Knowledge of AMS360 Agency Management System is a plus.
• Excellent interpersonal and communication skills, both oral and written.
• A passion for teamwork and contributing to the company's success.
• Ability to establish and maintain effective working relationships with peers and clients.

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