Commercial Lines Account Manager

Job Description

Commercial Lines Account Manager

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We are seeking a Commercial Lines Account Manager with experience in Commercial Real Estate, Hospitality, Manufacturing, and Non-Profits.

Purpose: To retain clients by effectively managing relationships both internally and externally. Collaborate with department members to deliver exceptional customer service and ensure client satisfaction

Education, Experience, And Knowledge Required:

• Property and Casualty Insurance license in good standing
• Knowledge of insurance coverages, contracts, and state regulations
• Proficient in AMS 360 is preferred. Microsoft Office Suite (Word, Excel, PowerPoint, Publisher)
• 5 years of experience in the retail insurance industry
  
  

Essential Duties And Responsibilities:

• Account Management:
• Oversee day-to-day activities for an assigned book of business, including invoicing, claims reporting, premium breakdowns, policy changes, and coverage comparisons.
• Administrative Oversight:
• Handle issuance of certificates of insurance, auto ID cards, and processing policies/endorsements.
• Relationship Building:
• Cultivate strong relationships with clients, vendors, and carriers to enhance client retention.
• Coverage Consultation:
• Identify coverage gaps and consult with leadership to advise clients on options.
• Renewal Process Support:
• Assist producers in managing the renewal process, including ordering loss information, handling applications, and preparing renewal proposals.
• Compliance Review:
• Ensure alignment with client expectations and legal requirements through thorough documentation of internal compliance and client disclosures.
• Business Growth:
• Support growth through account rounding and referrals.
• Team Support:
• Collaborate with marketing and sales teams as needed.
• Meeting Participation:
• Attend internal and client meetings as required.
• Adherence to Guidelines:
• Follow agency policies and promote teamwork and a positive work environment.
• Performance Commitment:
• Strive to exceed internal and external performance standards.
• Continuous Learning:
• Participate in training to stay current on industry trends and regulations.
• Additional Duties:
• Perform other duties as assigned.
  

Competencies:

• Resilience: Tackles tough assignments with determination.
• Results-Oriented: Achieves results through effective problem-solving.
• Trustworthy: Gains confidence through honesty and integrity.
• Customer-Focused: Builds strong relationships and delivers client-centric solutions.
• Engagement Driver: Contributes to a positive work environment.
• Innovative: Seeks to improve internal processes.
• Talent Developer: Attracts and nurtures top talent.
• Decision Maker: Makes timely and effective decisions.
• Effective Communicator: Tailors communications to meet diverse audience needs.
• Mentorship: Supports the growth and development of team members.
  
  

Education, Experience, And Knowledge Required:

• Property and Casualty Insurance Producer license in good standing.
• Knowledge of insurance coverages, contracts, and state regulations.
• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Publisher).
• Familiarity with office equipment (printers, copiers, etc.).
• 5 years of experience in the insurance industry or a related field.
  
  

Preferred:

• College degree in a business-related field.
  
  

Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.