Job Description

Job Description: Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Insurance Account Manager to serve as the primary point of contact for clients, ensuring seamless communication and the delivery of exceptional service. This role involves managing a portfolio of commercial insurance accounts, providing tailored insurance solutions, and building strong relationships with clients, carriers, and internal teams. An excellent opportunity to work in a dynamic environment where contributions will directly impact clients' success and business goals.

Responsibilities

• Develop and maintain strong, long-lasting relationships with commercial insurance clients to understand their business needs and provide customized solutions.
• Handle account management tasks, including policy renewals, endorsements, and claims-related inquiries in a timely and accurate manner.
• Partner with insurance carriers to obtain quotes, negotiate terms, and secure the best solutions for clients' coverage requirements.
• Conduct coverage reviews, identify gaps, and recommend policy enhancements to meet evolving client needs.
• Resolve customer issues and concerns effectively, ensuring a positive client experience and sustained satisfaction.
• Collaborate with internal teams, including sales and underwriting, to ensure smooth onboarding and retention of accounts.
• Maintain accurate and up-to-date client records using CRM or account management software.
• Stay informed about industry trends, regulatory changes, and product developments to provide clients with expert advice and guidance.
• Assist with the training and mentoring of junior team members as required.

Qualifications/Requirements

• Bachelor's degree in Business, Finance, Insurance, or a related field, or equivalent work experience.
• Proven experience as a Commercial Insurance Account Manager, Client Manager, or similar role, preferably within an insurance agency or brokerage setting.
• Strong knowledge of commercial insurance lines, including property, liability, auto, and workers’ compensation, among others.
• Holds an active P&C (Property and Casualty) insurance license.
• Exceptional customer service and relationship-building skills with a client-first mindset.
• Excellent verbal and written communication skills across diverse audiences.
• Strong organizational and time-management abilities to handle multiple priorities and meet deadlines.
• Detail-oriented with strong problem-solving and analytical skills.
• Proficiency in industry software, CRM platforms, and Microsoft Office Suite.
• Commitment to ongoing professional development and staying current with industry standards.

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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