What are the responsibilities and job description for the Commercial Lines Account Manager position at Summit Bridge Partners?
Commercial Lines Account Manager (Hybrid)
About the Role
Join a dynamic and fast-paced insurance team as a Commercial Lines Account Manager. This is an exciting opportunity to be part of a multi-generational, family-run company that is in growth mode. You will play a pivotal role in managing commercial accounts, addressing clients' insurance needs, and fostering long-term relationships while contributing to the company’s expansion and success.
Key Responsibilities
- Manage a portfolio of commercial insurance accounts to ensure client satisfaction and retention.
- Provide proactive support to clients by addressing inquiries, policy changes, and claims processes.
- Collaborate with producers and underwriters to design and deliver tailored insurance solutions.
- Prepare and present proposals, renewals, and policy reviews to clients.
- Identify opportunities to cross-sell and upsell insurance products.
- Maintain accurate and detailed client records in the agency management system.
Qualifications and Experience
- 2 years of experience in commercial lines account management or a related insurance role.
- Strong knowledge of commercial insurance products, coverages, and underwriting processes.
- Excellent communication and interpersonal skills to effectively build client relationships.
- Proficiency in agency management systems and Microsoft Office Suite.
- Active Property & Casualty Insurance License required.
Compensation and Benefits
- Competitive salary: up to $80,000 (commensurate with experience)
- Comprehensive benefits package, including health, dental, vision, and retirement plans.
- Opportunities for professional development and continuing education.
- Supportive and collaborative work environment.
Salary : $80,000