What are the responsibilities and job description for the Commercial Account Manager position at Triangle Risk Advisors, Inc.?
We’re hiring! Come join #TeamTriangle!!
Company: Triangle Risk Advisors, Inc.
Position: Account Manager
Department: Commercial
At Triangle Risk Advisors, we’re all about incredible culture, real connections, and a team that feels more like family. When you join #TeamTriangle, you’re stepping into an environment full of energy, support, and positivity. We believe in lifting each other up, celebrating wins big and small, and having fun while doing work that matters. You’ll be inspired by your leaders, empowered by your teammates, and excited to come to work every day!
As an Account Manager, you’ll play a key role in delivering an amazing experience to our clients. You’ll build strong relationships, handle insurance inquiries with speed and professionalism, and be a trusted go-to resource for customers, insurance carriers, and your fellow team members. If you’re passionate about people, love solving problems, and want to be part of a company that truly cares, this is the place for you.
Responsibilities:
Perform all account transactions including applications, quotations, ID Cards, endorsements, binders, claims, renewals, follow-ups, and correspondence.
Respond to client inquires, incoming mail, and company request
Conduct annual coverage surveys and recommend additional coverages and/or increases in limits
Review new business, renewals, endorsements as needed to insured items received as ordered
Obtain expiration dates for additional policies and follow through to make sales of companion lines on all mono-line accounts
Keep informed of new sales programs
Sell new personal lines accounts within agency management system and use AMS for all transactions
Participate in educational seminars/classes for continuous improvement of insurance knowledge
Maintain knowledge of current underwriting requirements of contracted insurance carriers
Perform special projects at management’s request
Qualifications:
Minimum of 3 years’ experience using property casualty personal lines product knowledge including coverages, underwriting, and rating
Willingness to learn and grow with the agency
People-oriented and customer-focused
Understanding of insurance policies and procedures
Excellent oral and written communication skills
Technical and client relations expertise
Exceptional organizational and time management skills
Ability to work independently and collaboratively
College degree, CISR, ACSR, CIC, or CPCU preferred
Possession of relevant insurance certifications or licenses required
Come grow with us! Apply now and become part #TeamTriangle!