What are the responsibilities and job description for the Commercial Lines Account Manager position at Criterion Executive Search, Inc.?
Account Managers are trusted advisors that liaise between clients and insurance carriers to convey information, provide understanding, and ensure work is performed in an accurate, timely manner. Commercial Lines Account Managers are primarily responsible for providing outstanding client service and advisory support to all new and existing clients in a book of business (accounts above $25k in premium). The Account Manager’s main focus is to build and maintain client relationships to support the new business and retention goals of their department.
A few Key Responsibilities
- Manage the servicing responsibilities of a book of business, including policy renewals, requests for policy changes and proofs of insurance, contract and insurance requirement reviews, and assist with onboarding new clients
- Process client coverage renewals in a timely manner, from obtaining updated client operations and exposure data, to obtaining renewal quotations from insurers, analyzing and disclosing coverage changes, preparing renewal proposals for client presentation, and binding coverage
Required:
- At least 3 years of commercial lines account management experience
- Ability to multi-task and complete work with a sense of urgency
Benefits:
- Paid Time Off (PTO)
- 401(k) with Employer Match
- Profit Sharing Plan
- Flexible work and In Office/Remote Hybrid Work Schedules (after 90 days)
- Insurance options for: Medical, Dental, Vision, Long Term Disability, Short Term Disability, Life, Accident, Critical Illness, Accident Death & Dismemberment and Identity Theft
Salary : $25,000