What are the responsibilities and job description for the Commercial Lines Account Advisor position at Starke Agency?
We are seeking an experienced Commercial Insurance Account Advisor to provide exceptional service and strategic insurance solutions to our commercial clients. This role is ideal for a relationship-focused insurance professional who thrives in a fast-paced environment and is passionate about helping businesses protect what matters most.
Responsibilities
- Manage and service a diverse portfolio of commercial insurance accounts.
- Build and maintain strong client relationships through proactive communication and consultation.
- Review policies, endorsements, renewals, and coverage options to ensure clients' needs are met.
- Collaborate with producers, underwriters, and carriers to market renewal business.
- Prepare proposal for producers to deliver to the client.
- Identify cross-selling and account growth opportunities.
- Assist clients with coverage questions, policy changes, certificates of insurance, respond to miscellaneous request.
- Ensure accurate documentation and compliance with agency standards and carrier requirements.
- Maintain a high level of customer satisfaction through responsive and professional service.
Qualifications
- 3 years of commercial insurance account management or advisory experience.
- Active Property & Casualty insurance license required.
- Strong understanding of commercial insurance coverages, including General Liability, Property, Workers' Compensation, Commercial Auto Professional Liability, and Umbrella policies.
- Strong background producing and working with Excel Spreadsheets.
- Experience working with agency management systems and carrier portals.
- Excellent communication, organizational, and problem-solving skills.
- Ability to manage multiple priorities while maintaining attention to detail.