Commercial Insurance Account Manager

Job Description

Job Description

About Our Agency Snyder Insurance & Financial Services is a well-established, full-service independent insurance agency with over three decades of experience serving clients throughout Illinois and beyond. Located in the Chicago area (Darien, IL), we specialize in providing tailored commercial, personal, health, and life insurance solutions to businesses and individuals. Our commitment to personalized service, strong client relationships, and competitive coverage options has fueled our ongoing growth and success.

We are a collaborative, client-focused team that values professional development, integrity, and exceptional service. As our agency continues to expand, we are seeking a dedicated Commercial Lines Account Manager to join us and support our growing commercial portfolio.

Position Overview The Commercial Lines Account Manager will be responsible for managing and servicing a diverse commercial insurance book of business. This role requires a proactive, detail-oriented professional with strong insurance expertise to deliver outstanding client service, identify cross-selling opportunities, and contribute to the agency's expansion.

We offer a structured onboarding process with initial in-office training and collaboration to ensure a smooth integration into our team and culture. Over time, as performance and comfort levels allow, employees transition to a hybrid work arrangement, with the potential for fully remote opportunities in the future. This flexible approach supports both professional success and work-life balance.

Responsibilities

• Prepare and Quote Commercial Insurance Policies: Accurately develop competitive quotes for various commercial lines, including property, casualty, liability, and specialty coverages, tailored to the needs of our established client base.

• Cross-Sell and Upsell Coverage Options: Proactively identify and recommend additional relevant coverages to new and existing clients to enhance protection, improve retention, and support business growth.

• Resolve Client Inquiries and Complaints: Address customer questions, concerns, and issues promptly and professionally, ensuring high satisfaction and long-term loyalty.

• Schedule Follow-Up Appointments and Communications: Maintain regular contact with clients through scheduled reviews and updates on industry trends, policy enhancements, regulatory changes, and emerging risks.

• Thrive in a Dynamic Environment: Excel in a friendly, fast-paced setting while collaborating with team members to meet deadlines and deliver superior results.

• Additional responsibilities may include policy renewals, record maintenance, compliance support, and participation in agency initiatives.

Requirements

• Professional Experience: Minimum of 3-5 years of direct experience in commercial lines insurance, with proven success in client service, account management, or sales roles.

• Technical Proficiency: Hands-on experience with Applied Epic agency management software is desirable. Proficiency in Microsoft Excel for data analysis, reporting, and spreadsheets is essential.

• Client Relationship Skills: Strong ability to build rapport, establish trust, and foster lasting partnerships with clients through attentive and personalized service.

• Organizational Excellence: Highly detail-oriented with excellent time management skills to handle multiple priorities, meet strict deadlines, and maintain accuracy.

• Communication Abilities: Superior written and verbal communication skills to explain complex insurance concepts clearly and effectively.

• Licensing Requirements: Active Property & Casualty insurance license required (must be able to maintain or obtain additional state licenses as needed).

• Education: Bachelor's degree in business, insurance, risk management, or a related field preferred; equivalent professional experience will be considered.

Benefits
Paid Time Off (PTO)###Health Insurance###Work from Home###Dental Insurance###Vision Insurance###Life Insurance###Disability Insurance###Parental Leave###Retirement Plan###Career Growth Opportunities###Hands on Training###