Commercial Lines Senior Associate Account Manager - Middle & Large

Job Description

Job Title: Commercial Lines Senior Associate Account Manager - Middle & Large

Job Summary

Seeking a highly motivated, detail-oriented, and experienced Commercial Lines Senior Associate Account Manager. This role is pivotal in supporting clients by managing accounts, facilitating strong business relationships, and ensuring customer satisfaction. The ideal candidate will bring exceptional organizational skills, insurance expertise, and a customer-first mindset.

Responsibilities

• Manage and service a portfolio of middle and large commercial lines accounts, providing day-to-day account management and proactive client engagement.
• Act as the primary point of contact for clients, addressing inquiries, providing policy updates, and resolving issues in a timely and effective manner.
• Collaborate with Account Executives, underwriters, and other team members to ensure seamless delivery of quality service to clients, continuously improving processes to exceed client expectations.
• Conduct policy reviews to ensure competitiveness, compliance, and alignment with client needs; identify and propose coverage enhancements or modifications when applicable.
• Negotiate renewals on behalf of clients, ensuring the most competitive pricing and terms while aligning with their risk management objectives.
• Maintain client records, documentation, and communication logs, ensuring accuracy and compliance with regulatory and company standards.
• Assist in new business development by identifying growth opportunities within the portfolio, preparing proposals, and participating in client presentations.
• Keep up-to-date with industry trends, insurance products, and regulatory changes to provide expert guidance and insights to clients.
• Support mentoring and development of junior team members, fostering knowledge sharing and professional growth within the team.
  
  

Qualifications/Requirements

• Education & Experience:
• High school diploma or equivalent required; bachelor’s degree in Business, Finance, or related field is preferred.
• Minimum of 3-5 years of experience in commercial lines insurance, with a focus on account management for mid-to-large-sized clients.
• Skills & Competencies:
• Proven track record of client servicing and demonstrated ability to build and maintain relationships.
• Exceptional organizational and time-management skills, with the ability to manage multiple tasks and priorities in a fast-paced environment.
• Strong attention to detail and accuracy in managing client records and documentation.
• Effective communication and interpersonal skills, with an emphasis on teamwork and problem-solving.
• Proficient in insurance management systems and Microsoft Office Suite (Word, Excel, Outlook).
• Licensing/Certifications:
• Valid Property and Casualty Insurance License is required.
• Professional designations such as CIC, CPCU, or CRM are a plus.
  

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.