Team Lead | Commercial Lines Account Manager

Job Description

Job Description

Job Title: Commercial Lines Account Executive | Team Lead

Salary: $90,000 - $110,000 plus comprehensive health benefits

Location: Richmond VA

Job Summary

As a Commercial Lines Account Executive or Client Relationship Manager on our dynamic insurance team, you'll serve as the primary agent for Producer-assigned accounts. This role encompasses both servicing and solicitation activities. You will manage a mid-market book of business and lead a dedicated service team, ensuring high-quality client management and business growth.

Key Responsibilities

• Client Services: Independently manage client relationships and services with minimal oversight from Producers.
• Team Leadership: Direct and oversee a service team to effectively manage a mid-market book of business.
• Client Engagement: Participate in interviews and respond to RFPs, ensuring strong client engagement.
• Renewal Management: Analyze and present renewal options, sell renewal business and additional coverage lines.
• Promotion: Promote various agency services through tailored Producer Service Proposals.
• Expert Analysis: Provide expert analysis and recommendations on clients' existing coverage plans.
• Carrier Selection: Select carriers for solicitation, negotiating beneficial terms and premiums.
• Client Support: Address and resolve client inquiries, including benefits and claims issues.
• Contract Management: Review and ensure the accuracy of client coverage contracts and amendments.
• Vendor Negotiation: Manage and negotiate contracts with third-party vendors on behalf of clients.
• Team Oversight: Oversee and support a dedicated service team, ensuring effective collaboration and performance.

Qualifications

• Education: Bachelor’s degree or an equivalent combination of education and experience.
• Experience: 5-7 years of relevant work experience in the insurance field.
• Certifications: Designations such as CIC, CISR, CSRM, AAI are a plus.

Skills

• Exceptional verbal and written communication abilities.
• Strong problem-solving and time management skills.
• Teamwork-oriented mindset.
• Proficient in planning, organization, and prioritization.
• Well-versed in Microsoft Office Suite, AMS360, or EPIC.