Commercial Insurance Account Manager

LocationCarmichael
Job type Permanent
DisciplineAgencyBenefits Wholesale
Reference143818

Job description

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 a diverse portfolio of middle-market accounts, including living facilities, non-profits, and daycares. The ideal candidate will bring a strong background in account management, exceptional organizational skills, and a commitment to delivering outstanding client service.

Compensation Package

  • Salary Range: $65,000 - $80,000 annually, based on experience.
  • Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

  • Manage a book of business with a focus on middle-market accounts.
  • Handle renewals and assist with quoting new business.
  • Process Certificates of Insurance (COI), endorsements, and other policy-related tasks.
  • Collaborate with producers on new business marketing efforts.
  • Utilize EPIC software for account management and documentation.
  • Coordinate with outsourcing resources to streamline administrative tasks.
  • Ensure timely and accurate completion of all client requests and deliverables.

Qualifications/Requirements

  • Licenses: Active Property & Casualty (P&C) License required.
  • Experience: Minimum of 3 years in a similar role; experience with EPIC software is preferred.
  • Skills:
    • Strong organizational and time management abilities.
    • Excellent interpersonal and conflict resolution skills.
    • Ability to perform under high-stress situations while maintaining professionalism.
    • Personable and client-focused approach to account management.

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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