Commercial Lines Account Manager/Assistant

Job Summary

A well-established and stable insurance agency is seeking a Commercial Lines Account Manager/Assistant to join a growing team in Montgomery, AL. This role is ideal for a detail-oriented professional with a strong background in account management and a passion for delivering exceptional customer service. The successful candidate will work closely with our commercial lines team to manage a diverse portfolio of accounts, ranging from small businesses to large market clients.

Compensation Package

• Salary: Starting at $65,000+ (depending on experience)
• Benefits: Comprehensive health insurance

Responsibilities

• Manage a portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Assist with quoting new and renewal business, maintaining a balance between both.
• Collaborate with team members to provide seamless service to clients.
• Utilize EPIC software to manage client information and process transactions.
• Address client inquiries and resolve issues promptly and professionally.
• Support the team in achieving departmental goals and objectives.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 3 years of solid account management experience in the insurance industry, preferably within an independent agency.
• Technical Skills: Proficiency in EPIC software or similar agency management systems.
• Soft Skills:
  • Strong ability to work both independently and collaboratively within a team.
  • Exceptional customer service orientation with a proactive approach to problem-solving.
  • Excellent communication and organizational skills.
  • Detail-oriented with the ability to manage multiple priorities effectively.

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