Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is ideal for a professional with a strong background in commercial lines insurance and a passion for delivering exceptional client service.

Responsibilities

As a Commercial Lines Account Manager, your primary responsibilities will include:

• Managing all tasks related to policy/account maintenance for new and renewal business, claims, and billing situations.
• Preparing account submissions, reviewing quotes, and creating proposals for clients.
• Responding to client inquiries via phone, email, or in-person within 24 hours.
• Reviewing policy declarations and forms to ensure accuracy and alignment with client needs.
• Maintaining awareness of carrier products, underwriting guidelines, and rating platforms.
• Leading discussions with clients regarding existing coverages and recommending appropriate solutions.
• Identifying opportunities to cross-sell insurance products and provide account rounding.
• Assisting team members in servicing customer accounts and resolving backlogs.
• Maintaining accurate databases and adhering to agency procedures.
• Obtaining quotes for new business prospects and renewal accounts.
• Communicating underwriting guidelines and carrier appetites to the team.
• Building and maintaining relationships with carrier representatives and underwriters.
• Attending carrier sales functions and coordinating meetings with carrier representatives.

Qualifications/Requirements

• Licensure: Valid Property & Casualty (P&C) Insurance License is required.
• Experience:
  • Minimum of 3-5 years of experience in commercial lines insurance preferred.
  • Experience with small to mid-size accounts ($500 - $100K).
  • Familiarity with EPIC software is a plus.
  • Experience with defense contractors, marine contractors, cyber security contractors, IT contractors, or media/web design firms is a bonus.
• Skills:
  • Strong time management and multitasking abilities.
  • Proficiency in Microsoft Office and insurance software systems.
  • Excellent communication and interpersonal skills.
  • Ability to work collaboratively in a team-oriented environment.

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. 

#LI-DW2