Commercial Insurance Account Manager

Job Description

Commercial Lines Account Manager
Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a team. This role involves managing and growing a portfolio of commercial insurance accounts, providing exceptional service, and fostering strong client relationships. Acting as a trusted advisor, the position ensures clients receive tailored solutions that address their specific business needs. Ideal candidates will have a solid background in account management and excel in a dynamic, collaborative environment.
Responsibilities

• Build and maintain strong client relationships, delivering outstanding customer service and support.
• Assess client needs and design customized insurance programs and coverage options.
• Oversee renewal processes, ensuring smooth transitions and addressing any changes in client requirements.
• Act as the primary contact for client inquiries, claims, and resolution of policy-related issues.
• Collaborate with underwriters, carriers, and stakeholders to negotiate terms and provide competitive solutions.
• Monitor industry trends, market conditions, and new product offerings to educate clients and anticipate future needs.
• Maintain accurate records of policies, communications, and account activities in the CRM system.
• Identify opportunities to grow existing accounts and cross-sell additional products and services.
• Assist the sales team in onboarding new clients and effectively managing their accounts.
• Ensure adherence to all relevant regulations, guidelines, and company policies regarding insurance services.

Qualifications/Requirements

• Proven experience as an Account Manager, ideally in the commercial insurance or risk management sector.
• Comprehensive knowledge of commercial insurance products, policy coverages, and regulations.
• Strong interpersonal and communication skills for building lasting client relationships.
• Proficiency in CRM systems, Microsoft Office Suite, and related tools.
• Exceptional attention to detail and problem-solving abilities with a client-focused mindset.
• Skilled at managing multiple client accounts and prioritizing tasks efficiently in a fast-paced environment.
• Holds an active P&C (Property and Casualty) insurance license.

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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