Job Title: Commercial Insurance Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Insurance Account Manager to join a team. In this role, you will collaborate with clients, insurance carriers, and internal stakeholders to manage commercial insurance accounts efficiently. You will be responsible for delivering exceptional customer service and building long-lasting relationships with clients, ensuring their commercial insurance needs are fully met.

Responsibilities

• Build and maintain strong relationships with current and prospective commercial clients by ensuring a proactive and professional customer service experience.
• Provide expert insurance advice, analyze client needs, and recommend appropriate coverages and solutions.
• Manage the renewal process, including reviewing current policies, negotiating terms with carriers, and presenting renewal options to clients.
• Act as a liaison between clients and insurance carriers, resolving questions and concerns promptly and effectively.
• Process client documentation, including policy changes, endorsements, and certificates of insurance, with accuracy and attention to detail.
• Support the sales team with new business opportunities by preparing quotes, presentations, and proposals.
• Stay up-to-date with industry regulations and market trends to provide clients with timely and relevant advice.
• Identify cross-sell and upsell opportunities to enhance client portfolios.
• Maintain accurate records in the client management system and adhere to company best practices.

Qualifications/Requirements

• Proven experience in commercial insurance account management, customer service, or a related role.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong understanding of commercial insurance coverages, policy rating, and underwriting guidelines.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with a diverse client base.
• Exceptional attention to detail, organizational skills, and the ability to handle multiple tasks simultaneously.
• Proficient in Microsoft Office Suite and experience with agency management software (e.g., AMS360, Applied, or similar systems) is a plus.
• A proactive and solution-oriented mindset with strong problem-solving skills.
• Ability to work both independently and collaboratively in a team environment.

Compensation Package

• Compensation: Between $60K-$90K+ (based on experience).
• Competitive benefits package, paid time off, professional development opportunities, etc.

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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