The Agency Recruiting
Overview
The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts, ensuring client satisfaction and retention. This role requires a proactive and detail-oriented individual with strong communication and relationship-building skills. The Account Manager will act as the primary point of contact for clients, addressing their insurance needs and providing expert advice. Responsibilities
Client Relationship Management:
Serve as the primary point of contact for assigned commercial clients. Build and maintain strong, long-term relationships with clients. Proactively identify and address client needs and concerns. Conduct regular client reviews and meetings to ensure satisfaction.
Account Servicing:
Process policy changes, renewals, and endorsements accurately and efficiently. Prepare and deliver insurance proposals and presentations. Handle client inquiries and resolve issues in a timely and professional manner. Manage certificate of insurance requests. Manage the renewal process from start to finish.
Policy Management:
Review and analyze insurance policies to ensure accuracy and completeness. Identify coverage gaps and recommend appropriate solutions. Maintain accurate and up-to-date client records in agency management systems.
Market Knowledge:
Stay informed about industry trends, market conditions, and new insurance products. Conduct market research and analysis as needed. Communicate market updates to clients and internal teams.
Collaboration:
Work closely with producers, underwriters, and claims departments to ensure seamless service delivery. Collaborate with internal teams to develop and implement risk management strategies. Cross sell and up sell current clients.
Qualifications
Bachelor's degree in Business, Insurance, or a related field preferred. [Number] years of experience in commercial lines account management. Valid [State] insurance license. Strong knowledge of commercial insurance products and coverages. Excellent communication, interpersonal, and presentation skills. Proficiency in agency management systems (e.g., AMS360, Applied Epic). Strong organizational and time management skills. Ability to work independently and as part of a team. Strong problem solving skills.
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The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts, ensuring client satisfaction and retention. This role requires a proactive and detail-oriented individual with strong communication and relationship-building skills. The Account Manager will act as the primary point of contact for clients, addressing their insurance needs and providing expert advice. Responsibilities
Client Relationship Management:
Serve as the primary point of contact for assigned commercial clients. Build and maintain strong, long-term relationships with clients. Proactively identify and address client needs and concerns. Conduct regular client reviews and meetings to ensure satisfaction.
Account Servicing:
Process policy changes, renewals, and endorsements accurately and efficiently. Prepare and deliver insurance proposals and presentations. Handle client inquiries and resolve issues in a timely and professional manner. Manage certificate of insurance requests. Manage the renewal process from start to finish.
Policy Management:
Review and analyze insurance policies to ensure accuracy and completeness. Identify coverage gaps and recommend appropriate solutions. Maintain accurate and up-to-date client records in agency management systems.
Market Knowledge:
Stay informed about industry trends, market conditions, and new insurance products. Conduct market research and analysis as needed. Communicate market updates to clients and internal teams.
Collaboration:
Work closely with producers, underwriters, and claims departments to ensure seamless service delivery. Collaborate with internal teams to develop and implement risk management strategies. Cross sell and up sell current clients.
Qualifications
Bachelor's degree in Business, Insurance, or a related field preferred. [Number] years of experience in commercial lines account management. Valid [State] insurance license. Strong knowledge of commercial insurance products and coverages. Excellent communication, interpersonal, and presentation skills. Proficiency in agency management systems (e.g., AMS360, Applied Epic). Strong organizational and time management skills. Ability to work independently and as part of a team. Strong problem solving skills.
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