Commercial Lines Account Manager

Salary65000
LocationMelbourne
Job type Permanent
DisciplineAgency
Reference146030

Job description

Responsibilities

  • Act as the primary point of contact for a portfolio of Commercial clients, fostering strong relationships based on trust and expertise.
  • Manage day-to-day service needs for accounts, including processing policy changes, renewals, claims assistance, and certificates of insurance.
  • Collaborate with producers, underwriters, and carriers to secure and negotiate coverage tailored to meet clients’ individual needs.
  • Review insurance policies, endorsements, and other documentation to ensure accuracy, completeness, and coverage compliance for Commercial Auto and Trucking accounts.
  • Educate clients on available options, policy changes, and risk management strategies specific to their operations.
  • Proactively address and resolve client inquiries or issues in a timely and professional manner.
  • Identify cross-sell or up-sell opportunities that align with client goals; ensure they are referred to appropriate team members as necessary.
  • Stay current on market trends, industry standards, and changes in insurance regulations affecting Commercial Auto and Trucking policies.

Qualifications

  • Experience: Minimum 3-5 years of experience in commercial insurance account management with a specialization in Trucking and/or Commercial Auto lines.
  • Licenses/Certifications: Active Property & Casualty Insurance License required. Advanced certifications such as CIC, CPCU, or ARM are a plus.
  • Technical Skills:
    • Familiarity with agency management systems, carrier platforms, and certificate software.
    • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
  • Communication: Exceptional written and verbal communication skills with the ability to explain complex concepts clearly and concisely.
  • Interpersonal Skills: Proven ability to build and maintain strong client relationships through trust, empathy, and delivering results.
  • Problem Solving: Demonstrated ability to analyze client risks, assess needs, and recommend tailored solutions.
  • Organization: Strong attention to detail, and excellent multi-tasking and time management skills.

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