Commercial Insurance Account Manager

Job Summary

Elevate your career with a supportive and forward-thinking company, where talents are recognized, rewarded, and celebrated! A growing agency is looking for a Commercial Insurance Account Manager to join their team. This position involves managing a diverse portfolio of commercial clients, building strong relationships, providing solutions to meet clients' needs, and identifying emerging market trends and growth prospects.

Responsibilities

• Responsible for servicing a book of business, ensuring client satisfaction and retention.

• Handle incoming service requests from clients and promptly address their inquiries or concerns.

• Manage the quoting process for new and renewal business.

• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.
• Review and analyze quotations received from carriers to identify the most suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals for presentation to clients.
• Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
• Review endorsements to verify accuracy and compliance with clients' insurance requirements.

• Coordinate and order loss runs as needed for client accounts.

• Assist clients during premium audits and handle disputes if necessary.
• Perform thorough contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely and well-structured binders and invoices upon binding of coverage, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
• Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
• Prioritize and manage your workload efficiently.
• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: Applied Epic
• A minimum of 2 years of experience as a Commercial Lines Account Manager is required.
• Previous middle market experience is required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $55K-$70K (based on experience) + bonus opportunities.
• Paid time off and company holidays.
• Comprehensive benefits package, including health, dental, vision, 401(k), and more.
• Dedicated training period to support professional development and success in the role.

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.

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COMMERCIAL LINES ACCOUNT MANAGER - Insurance Agency

Job location: West Chester, PA
Successful independent insurance brokerage located in West Chester, PA is seeking to add a Commercial Insurance Account Manager to an expanding, professional team. Duties: retention of existing accounts - provide day to day in-house customer service to clients as assigned. Work to provide insurance solutions that will enhance client’s insurance programs. Help analyze, retain, service, market and round-out coverage needs for successful clients. 

• At least 2-5 years’ experience with Commercial Lines – mid market experience preferred
• Experience with a variety of major insurance carriers. 
• Current Property & Casualty License
• Manage a high-volume book of Commercial Lines Property & Casualty Insurance business
• Handle renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries

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COMMERCIAL LINES ACCOUNT MANAGER - Insurance Agency

Job location: Metuchen, NJ
Successful independent insurance brokerage located in Metuchen, NJ is seeking to add a Commercial Insurance Account Manager to an expanding, professional team. Duties: retention of existing accounts - provide day to day in-house customer service to clients as assigned. Work to provide insurance solutions that will enhance client’s insurance programs. Help analyze, retain, service, market and round-out coverage needs for successful clients. 

• At least 2-5 years’ experience with Commercial Lines – mid market experience preferred
• Experience with a variety of major insurance carriers. 
• Current Property & Casualty License
• Manage a high-volume book of Commercial Lines Property & Casualty Insurance business
• Handle renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries

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PERSONAL INSURANCE ACCOUNT EXECUTIVE - Insurance Agency

Job location: Bridgewater, MA
Successful independent insurance brokerage located in Bridgewater, MA is seeking to add a Personal Insurance Account Executive to an expanding, professional team. We are looking for a passionate and experienced licensed insurance professional to analyze, retain, service, market and round-out coverage needs for successful clients. 

Primary Responsibilities

• Effectively managing a high volume book of Personal Lines Insurance business, ensuring all required tasks are completed accurately and on-time
• Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication
• Handling renewals, service requests, claims, billing and new policies
• Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures
• Review all applications, policies, endorsements and audits for accuracy
• Complete loss/claim analysis and summaries
• Coordinate expiration list with department manager to obtain renewal business information

Qualifications

• Bachelor’s degree or equivalent work experience, preferred
• 5 years minimum Personal Lines Account Management experience required
• Property & Casualty License required
• CIC designation or equivalent, preferred
• Valid driver’s license and insurance, required
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point)
• Applied/Epic or similar agency management software experience, preferred.
• Able to work independently and enjoy a high degree of interaction with team members.
• Self-motivated and driven. Maintain a sense of urgency and ability to work with and meet deadlines.
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
• The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information.
• Ability to maintain a professional demeanor and positive attitude

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PERSONAL LINES ACCOUNT MANAGER

LOCATION: WASHINGTON, PA

Looking for a Personal Lines Account Manager for a local insurance agency located near Washington, PA.  We are looking for a passionate and experienced licensed insurance professional to analyze, retain, service, market and round-out coverage needs for successful clients.  

Responsibilities

• Responsible for the retention of existing accounts and customer service
• Assist in marketing of accounts/risks, review of quotes for accuracy, and prepare proposals
• Discuss policy changes and additions with clients
• Process the policy change through the carrier website or via email communication
• Update agency management system
• Provide assistance with any claims 
• Process renewals, binders, ID cards, invoicing and other documentation.

Qualifications:

• College degree preferred, but high school diploma or equivalency required.
• Valid property and casualty insurance license is required.
• Knowledge or experience with Personal Lines standard products and markets.
• Knowledge of EPIC software
• Experience with Personal Lines rating.

Job location: Washington, PA

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PERSONAL LINES CUSTOMER SERVICE REPRESENTATIVE

LOCATION: Manheim, PA

Looking for a Personal Lines CSR for a local insurance agency located near Manheim, PA. We are looking for a passionate and experienced licensed insurance professional to help with customer servicing duties. In this role, you will provide support to the team. Provide excellent customer support to clients - answering their questions or requests regarding their accounts, on a timely basis, handle endorsement requests, notice of cancellations or reinstatements, working with insurance carriers, assist Account Managers with other duties as needed. Experience working with Personal Lines Home & Auto insurance is required.  Minimum of 2 years’ similar experience is preferred. 

Responsibilities

• Responsible for customer service
• Process the policy change through the carrier website or via email communication
• Update agency management system
• Provide assistance with claims 
• Process renewals, binders, ID cards, invoicing and other documentation.

Qualifications:

• College degree preferred, but high school diploma or equivalency required.
• Valid property and casualty insurance license is required.
• Knowledge or experience with Personal Lines standard products and markets.

Job location: Manheim, PA

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Commercial Insurance Account Manager | Winter Park/Orlando, FL

Established agency seeking to hire a commercial insurance account manager to join our commercial lines team. Ideal candidate will have a commercial lines background in the property & casualty industry.

Responsibilities:

The account manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction.

The position requires experience managing both small and middle market commercial accounts and a strong understanding of the underwriting process including new and renewal business.

Qualifications:

• Experience managing Commercial Coverages.
• Familiarity with AMS 360 software systems, preferred.

Compensation:

• $65,000 – $75,000 DOE

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Salary

• $175,000 - $180,000/year+ (based on experience)
• Up to 20% annual bonus

Job Description

• key point of contact to US P&C local management, supports, develop, and continuously risk-assesses the US P&C annual audit plan.
• The role will present regular updates to the quarterly US P&C Assurance Coordinator Meeting and the Risk and Control Committee
• Oversee 3 - 4 Audit employees
• Will oversee the auditing process for Underwriting, Claims, Reinsurance, Billing, Collections, among other areas.

Requirements:

• 5-7  years of Internal Audit experience with a Property & Casualty Insurance firm
• Need to understand the basics of Underwriting and how claims are handled
• Commercial insurance experience preferred, but open to Residential/Homeowner insurance experience
• Certified Internal Auditor (CIA) Certificate a plus!

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