Commercial Insurance Account Manager

Commercial Lines Insurance Account ManagerBenefits:Make a meaningful impact by helping clients protect what matters mostSupportive and collaborative team environmentOpportunities for professional development and career advancementNo NightsNo WeekendsInternal PromotionsCE Credits StipendsMentorship programCompetitive salary and benefits packageAbout 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 relationshipsServe as the primary point of contact between the client and the insurance agencyUnderstand commercial clients' insurance needs and provide expert advice and solutionsAccount Management:Review and analyze clients' insurance policies to ensure they meet their current and evolving needsAssist commercial clients in making informed decisions about their insurance coverageRenew and update policies as necessary, including negotiating terms and premiumsNew Business Development:Identify opportunities to cross-sell or upsell insurance products to existing commercial clientsSeek out and develop relationships with potential new clientsPrepare and present proposals, quotes, and presentations to commercial clientsRisk Assessment:Assess commercial clients' risk exposure and recommend appropriate insurance solutionsStay updated on industry trends and regulations to provide accurate advicePolicy Administration:Ensure accurate and timely processing of policy documents, endorsements, and claimsResolve any policy-related issues and discrepanciesCompliance and Documentation:Maintain thorough and organized records of client interactions, policies, and transactionsEnsure compliance with industry regulations and internal policiesClient Education:Educate commercial clients about insurance products, coverage options, and policy detailsProvide guidance on risk management strategiesTeam Collaboration:Collaborate with underwriters, claims processors, and other internal teams to address client needsCommunicate and coordinate effectively within the organizationQualifications:Active P&C licenseMinimum 3 years customer service in insurance sales or account managementStrong understanding of insurance products, policies, and regulationsExcellent interpersonal and communication skillsAnalytical and problem-solving abilitiesDetail-oriented with strong organizational skillsProficiency in insurance software and Microsoft Office SuiteIf 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.