Job Description

Job Description: Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join the team. This role involves building strong client relationships, serving as the primary contact for commercial clients, and ensuring their insurance needs are met with exceptional service and tailored solutions. The position requires collaboration with internal teams and insurance carriers to deliver optimal coverage options, along with the ability to handle client inquiries effectively. A strong commitment to client satisfaction, excellent organizational skills, and a proactive approach to problem-solving are critical for success.

Responsibilities

• Act as the primary advisor and point of contact for commercial clients, ensuring effective and timely communication.
• Manage a portfolio of commercial insurance accounts, focusing on client satisfaction and retention.
• Provide guidance and client education regarding coverage options, policy changes, and renewals.
• Identify cross-selling and upselling opportunities to align client needs with insurance products.
• Prepare and present quotes, proposals, and related documentation for new and existing clients.
• Collaborate with internal teams and insurance carriers to handle client inquiries and ensure efficient service delivery.
• Conduct policy audits and provide recommendations based on client goals and risk exposures.
• Stay informed on industry trends, regulations, and best practices to offer actionable advice to clients.
• Maintain accurate client records and ensure compliance with company policies and regulatory requirements.

Qualifications/Requirements

• Bachelor's degree in Business, Insurance, or a related field (or equivalent professional experience).
• 2-5 years of experience in commercial insurance or account management.
• Active state Property and Casualty Insurance license (or willingness to obtain one within 90 days).
• Strong client relationship and customer service skills.
• Outstanding organizational abilities with excellent attention to detail.
• Proficient written and verbal communication skills, capable of conveying complex insurance concepts.
• Familiarity with insurance brokerage management systems and Microsoft Office Suite.
• Ability to thrive in a fast-paced environment while managing multiple responsibilities.

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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