Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic team. This role offers an exciting opportunity to work with a reputable agency that values its employees, fosters a positive culture, and provides ample opportunities for internal growth. The successful candidate will work closely with the producer, managing middle-market, generalist accounts.

Compensation Package

• Salary: $80,000 - $90,000 annually, based on experience and qualifications.
• Benefits: Comprehensive benefits package, including health, dental, and vision insurance; 401(k); paid time off; professional development opportunities; etc.
• Work Schedule: Hybrid (remote work on Tuesdays, Thursdays, and every other Friday).

Responsibilities

• Manage and service a book of middle-market, generalist commercial lines accounts.
• Collaborate exclusively with one producer to ensure client satisfaction and retention.
• Quote new and renewal business, ensuring accuracy and timeliness.
• Provide exceptional customer service by addressing client inquiries and resolving issues promptly.
• Maintain accurate and up-to-date client records using Sagitta (Vertafore) software.
• Assist in the preparation of proposals and presentations for clients.
• Stay informed about industry trends, regulations, and best practices.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: 3-5+ years of experience in commercial lines account management, preferably with middle-market accounts.
• Technical Skills: Proficiency in Sagitta (Vertafore) software is highly preferred.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work collaboratively in a team environment and maintain a client-focused approach.
• Work Environment: Ability to work effectively in a hybrid setting, with remote work on designated days.

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