Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. In this role, you will manage an assigned book of business and act as the primary liaison between a clients and insurance providers. Your primary responsibility will be to deliver exceptional service to a clients while identifying opportunities to cross-sell within the existing book of business. This is a full-time position within a supportive, team-oriented environment that values professional growth and development.

Compensation Package

• Salary: Competitive, starting at $60,000 and up to $80,000+ based on experience.
• Bonuses: Annual performance-based bonuses.
• Commission: Earn commission on personal policies and 50% on new business.
• Benefits: Short-Term Disability, Long-Term Disability, Life Insurance, and a $550 monthly stipend for health insurance.
• Paid Time Off: Generous PTO policy, including 8 paid holidays and a floating holiday.
• Work Schedule: Hybrid work model available after 90 days (1 day remote, with potential for 2-3 days remote for highly experienced candidates). Summer Fridays with rotating half-days.

Responsibilities

• Build and maintain strong relationships with clients by exceeding their expectations.
• Assess client needs and recommend suitable insurance plans from our extensive network of national carriers.
• Prepare proposals and applications, secure client signatures, and ensure timely submission to carriers.
• Manage renewals, including gathering necessary information and delivering renewal documents.
• Negotiate pricing with carriers and quote/sell commercial line policies.
• Handle agency billing, follow up on outstanding claims, and assist in their resolution.
• Address terminations and cancellations within 72 hours of receipt.
• Maintain accurate and thorough documentation of all client interactions.
• Actively seek referrals and generate new business through networking and existing client relationships.
• Adhere to company systems, procedures, and insurance regulations.
• Provide consistent and timely communication to clients through various channels, including phone calls, emails, and newsletters.

Qualifications/Requirements

• Active Property and Casualty Insurance license.
• In-depth knowledge of commercial insurance underwriting, coverage, and rate analysis.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel).
• Effective negotiation and problem-solving skills.
• Strong mathematical aptitude.
• Ability to work independently and demonstrate technical proficiency.
• Experience with Epic software is preferred.
• Prior experience as a Commercial Lines Account Manager is highly desirable.

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