Job Description

Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Insurance Account Manager to join a team. This role is pivotal in providing exceptional client service and advisory support to a portfolio of commercial insurance clients. The successful candidate will act as a trusted advisor, ensuring the accurate and timely management of client accounts while fostering long-term relationships.

Compensation Package

• Salary Range: $65,000 - $95,000
• Bonus Opportunity: Based on company and individual performance
• Benefits Include:
  • Flexible Work Schedules (Hybrid after 90 days)
  • Comprehensive Insurance Options: Medical, Dental, Vision, Life, Disability, and more

Responsibilities

• Manage a portfolio of commercial insurance accounts, including policy renewals, coverage changes, and client onboarding.
• Process renewals by gathering updated client data, obtaining insurer quotations, analyzing coverage changes, and preparing proposals.
• Prepare detailed marketing submissions and collaborate with the Marketing Department for remarketing efforts.
• Proactively identify opportunities to educate clients, recommend enhanced coverage, and minimize client risk.
• Respond to client inquiries regarding coverage, billing, and policy changes in a professional and timely manner.
• Maintain compliance with agency processes, including documentation and records retention guidelines.
• Build and sustain long-term client relationships to support retention goals.
• Participate in client visits, educational programs, and company meetings as required.
• Adhere to agency E&O guidelines and perform other duties as assigned by management.

Qualifications/Requirements

Required:

• Valid NJ Property and Casualty Insurance Licenses.
• Minimum of 3 years of commercial lines account management experience.
• Strong written, verbal, and interpersonal communication skills.
• Exceptional organizational skills with attention to detail.
• Analytical and critical thinking abilities.
• Excellent customer service mindset and ability to multitask.
• Proficiency in Microsoft Office and familiarity with insurance company rating systems.

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