Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in managing and servicing a book of business, ensuring operational excellence, and maintaining high levels of customer satisfaction. The ideal candidate will be a self-starter with a strong background in commercial lines insurance, independent agency experience, and a passion for delivering exceptional service. This is a fully on-site position, with potential remote opportunities for the right candidate.

Compensation Package

• Salary Range: $52,000 to $72,800 annually (DOE)
• 401(k): 3% employer contribution
• Benefits: Comprehensive medical, dental, and vision coverage
• Work Environment: Fully on-site in Grants Pass, OR (remote considered for candidates in PST, OR, or WA)

Responsibilities

• Account and Renewal Management: Prepare renewals 30-60 days in advance and ensure at least 85% book retention.
• Opportunity Identification and Sales Coordination: Identify five or more new business opportunities per month.
• Service Quality and Operational Excellence: Complete midterm service requests within 24-48 business hours and maintain accurate record-keeping in Applied Epic.
• Book of Business Management: Manage a book of business with $850k in premium across 450 accounts, primarily mid-market accounts with premiums under $20k.
• Reporting and Data Integrity: Conduct monthly policy cancellation reporting and ensure data accuracy in Applied Epic.
• Collaboration: Work closely with the Commercial Lines Director and other team members to achieve departmental goals.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license required.
• Experience: 2-3 years of experience in commercial lines insurance within an independent agency or brokerage.
• Technical Skills: Proficiency in Applied Epic software is highly preferred.
• Soft Skills: Strong organizational skills, attention to detail, customer-focused mindset, ability to work independently, and excellent communication skills.
• Preferred Location: Candidates based in Grants Pass, OR, or nearby areas are preferred. Remote candidates must reside in PST, OR, or WA.

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