Commercial Lines Account Manager

Job Description

Job Title: Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Commercial Lines Account Manager to join a dynamic team. The successful candidate will play a crucial role in managing and maintaining a portfolio of commercial insurance clients. The ideal candidate is passionate about customer service, thrives in a fast-paced environment, and has a strong background in account management within the insurance industry.

Responsibilities

• Serve as the primary point of contact for assigned commercial insurance clients, providing excellent service and fostering lasting client relationships.
• Assess client needs, offer tailored insurance solutions, and ensure policies align with their business goals.
• Manage client accounts, including policy renewals, endorsements, claims processing, and resolving account-related inquiries.
• Provide accurate and timely information on coverage options, premiums, and policy changes to clients and prospects.
• Work closely with underwriters and insurance carriers to negotiate competitive rates and terms.
• Prepare and present policies, proposals, and other relevant documents to clients.
• Proactively identify opportunities to upsell or cross-sell insurance products to existing clients.
• Collaborate with the sales team to onboard new clients and support business development efforts.
• Maintain detailed and organized account records in the CRM system.
• Stay up to date on industry trends, products, and regulations to offer informed advice.
• Ensure compliance with all internal policies and external regulatory requirements.
  
  

Qualifications/Requirements

• A minimum of 3 years of account management experience, preferably within the commercial insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Excellent written and verbal communication skills with a customer-focused mindset.
• Strong organizational and time management skills, with the ability to manage multiple priorities and deadlines.
• Proficiency with CRM software, Microsoft Office Suite, and other relevant tools is a plus.
• Detail-oriented with strong problem-solving skills and the ability to think critically.
• Team player with a collaborative spirit and the ability to work effectively with diverse groups.
• A strong work ethic, adaptability, and a proactive approach to improving workflows and client satisfaction.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.