Job description
Commercial Lines Account Manager
Job Summary
Seeking a motivated, experienced, and detail-oriented Commercial Lines Account Manager to join a growing team. This role plays a critical part in managing and maintaining client relationships, servicing commercial insurance policies, and assisting with the growth of business partnerships. An ideal candidate is team-driven, solutions-oriented, and passionate about providing exemplary customer service.
Responsibilities
- Build and maintain strong relationships with new and existing clients, ensuring their insurance needs are effectively met.
- Assist clients with policy inquiries, endorsements, renewals, claims, and coverage recommendations.
- Collaborate with carriers, underwriters, and external partners to negotiate and secure the best insurance solutions for customers.
- Review policies and endorsements for accuracy and consistency with clients’ stated requirements.
- Serve as a trusted advisor to clients by providing ongoing risk management recommendations and educating them about coverage options.
- Handle client requests in a timely and professional manner to ensure a high-quality service experience.
- Maintain accurate and up-to-date client information in the agency management system.
- Stay informed and up to date on insurance industry trends, market conditions, and regulatory requirements.
- Support Account Executives, Producers, and other team members in sales, policy management, and administrative tasks as needed.
Qualifications/Requirements
- Proven experience as an Account Manager, preferably in commercial lines insurance.
- Holds an active P&C (Property and Casualty) insurance license.
- Strong understanding of commercial insurance products, coverages, and risk management principles.
- Excellent communication and interpersonal skills, with a strong ability to build trust and rapport with clients and colleagues.
- Demonstrated organizational and time management skills, with the ability to prioritize multiple tasks efficiently and effectively.
- Proficiency in insurance agency management systems and MS Office Suite (Word, Excel, Outlook).
- Analytical mindset with a problem-solving attitude and strong attention to detail.
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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