Commercial Insurance Account Manager

Commercial Lines Insurance Account Manager

Benefits:

Make a meaningful impact by helping clients protect what matters most

Supportive and collaborative team environment

Opportunities for professional development and career advancement

No Nights

No Weekends

Internal Promotions

CE Credits Stipends

Mentorship program

Competitive salary and benefits package

About the Role:

The Commercial Lines Insurance Account Manager plays a crucial role in the insurance industry by maintaining and expanding relationships with clients. They are responsible for managing client accounts, understanding their insurance needs, and ensuring the delivery of top-notch insurance products and services.

Key Responsibilities:

Client Relationship Management:

Build and maintain strong, long-lasting client relationships

Serve as the primary point of contact between the client and the insurance agency

Understand commercial clients' insurance needs and provide expert advice and solutions

Account Management:

Review and analyze clients' insurance policies to ensure they meet their current and evolving needs

Assist commercial clients in making informed decisions about their insurance coverage

Renew and update policies as necessary, including negotiating terms and premiums

New Business Development:

Identify opportunities to cross-sell or upsell insurance products to existing commercial clients

Seek out and develop relationships with potential new clients

Prepare and present proposals, quotes, and presentations to commercial clients

Risk Assessment:

Assess commercial clients' risk exposure and recommend appropriate insurance solutions

Stay updated on industry trends and regulations to provide accurate advice

Policy Administration:

Ensure accurate and timely processing of policy documents, endorsements, and claims

Resolve any policy-related issues and discrepancies

Compliance and Documentation:

Maintain thorough and organized records of client interactions, policies, and transactions

Ensure compliance with industry regulations and internal policies

Client Education:

Educate commercial clients about insurance products, coverage options, and policy details

Provide guidance on risk management strategies

Team Collaboration:

Collaborate with underwriters, claims processors, and other internal teams to address client needs

Communicate and coordinate effectively within the organization

Qualifications:

Active P&C license

Minimum 3 years customer service in insurance sales or account management

Strong understanding of insurance products, policies, and regulations

Excellent interpersonal and communication skills

Analytical and problem-solving abilities

Detail-oriented with strong organizational skills

Proficiency in insurance software and Microsoft Office Suite

If you're passionate about insurance and committed to delivering outstanding service to clients, we'd love to hear from you! Join us in helping our clients protect what matters most!

The TAG network of agencies is a robust alliance of independent insurance agencies that collaborates to leverage collective resources, industry expertise, and innovative solutions. Our network connects agencies with valuable partnerships, preferred carrier relationships, and technology tools that drive operational efficiency and enhanced client service. Through TAG, member agencies gain access to specialized training, shared knowledge, and a support network designed to help each agency grow and succeed in a competitive marketplace. Our mission is to empower independent agencies by fostering growth opportunities and providing unmatched industry support.