Commercial Account Manager Trainee

Welcome to Bailey Place Insurance, a trusted name in Cortland, New York, dedicated to providing exceptional service and tailored insurance solutions. We believe in fostering strong relationships and being a reliable partner for our clients. We're looking for a motivated and client-focused Commercial Account Manager to join our vibrant team. In this role, you'll be the cornerstone for our commercial clients, guiding them through their insurance journey with expertise and care. You'll have the opportunity to make a real difference by protecting businesses and helping them thrive. If you're passionate about building connections, possess a keen eye for detail, and want to be part of a supportive and growing agency, we invite you to explore this exciting opportunity with us!

Salary Range: $35,000.00 - $50,000.00 per year

Annual Base Salary Bonus Opportunities

Proven experience as an Account Manager or in a similar client-facing role.

Strong understanding of commercial insurance products and policies.

Excellent communication, interpersonal, and negotiation skills.

Exceptional organizational and time management abilities.

Proficiency in CRM software and standard office applications.

Ability to work independently and collaboratively within a team.

A positive, client-first attitude.

Assist Commercial Lines Team in processing commercial policies and endorsements.

Manage your own portfolio of commercial insurance accounts, serving as the primary point of contact.

Build and maintain strong, long-lasting relationships with clients, understanding their evolving business needs.

Conduct regular policy reviews and provide expert advice on coverage options.

Collaborate with underwriters and internal teams to ensure seamless service delivery.

Address client inquiries and resolve issues promptly and professionally.

Identify opportunities to cross-sell and up-sell relevant insurance products.