Commercial Lines Account Executive | Client Service Manager

Job Description

Job Description

Job Title: Commercial Lines Account Executive | Client Service Manager

Salary: $80,000 - $95,000 plus comprehensive health benefits

Location: Oneonta , NY

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

Key Responsibilities:

• Independently manage client services and maintain relationships with minimal oversight from Producers.
• Direct a service team to manage a mid-market book of business effectively.
• Participating in interviews and responding to RFPs.
• Analyze and present renewal options to clients, selling renewal business and additional coverage lines.
• Promote various services offered by our agency through tailored Producer Service Proposals.
• Provide expert analysis and recommendations on clients' existing coverage plans.
• Select carriers for solicitation, negotiating beneficial terms and premiums.
• Address and resolve client inquiries, including benefits and claims issues.
• Review and ensure the accuracy of client coverage contracts and amendments.
• Manage and negotiate contracts with third-party vendors on behalf of clients.
• Oversee and support a dedicated service team.

Qualifications:

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

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 Applied TAM/EPIC.

Salary Context: The national average salary for similar roles ranges from $75,000 to $95,000 , excluding bonuses or benefits. The offered base pay will be determined based on experience, skills, certifications, education, and in consideration of internal equity and market data.