Responsibilities

• Develop, manage, and maintain strong relationships with clients and carriers to ensure long-term satisfaction and retention.
• Assess the needs of clients and provide tailored insurance solutions.
• Oversee all aspects of the renewal process, including gathering underwriting information, negotiating terms with carriers, and presenting options to clients.
• Collaborate with sales and service teams to identify cross-sell and up-sell opportunities.
• Review and verify policy documents and endorsements to ensure accuracy and compliance.
• Provide a seamless onboarding experience for new clients, including implementation of coverage and answering questions.
• Stay updated on market trends, carrier products, and industry regulations to better serve clients.
• Build and maintain trust through exceptional communication, follow-up, and attention to detail.

Qualifications

• Proven experience as an Account Manager in Commercial Lines services.
• Strong knowledge of commercial insurance products, including policy coverage, endorsements, and underwriting guidelines.
• Excellent communication and interpersonal skills, with a passion for delivering superior client service.
• Highly organized, able to manage multiple priorities and meet deadlines.
• Strong analytical and problem-solving skills.
• Proficiency in relevant CRM software and insurance management systems.
• A professional insurance designation (e.g., CPCU, CIC, or ARM) is a plus.
• Active insurance license preferred or the ability to obtain one within a designated timeline.

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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