Job Summary Are you an experienced insurance professional looking for a collaborative and growth-oriented environment? If so, a leading agency is seeking a Sr. Commercial Lines Account Manager to join their team! Key responsibilities include servicing a book of business, handling policy changes, managing the renewal process, building & maintaining strong client relationships, and delivering top-notch service. If you're a results-driven professional with a passion for exceeding client expectations, this role is for you.
Responsibilities
Responsible for servicing a book of business, ensuring client satisfaction and retention.
Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.
Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
Create professional and accurate insurance proposals for presentation to clients.
Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
Continuously identify cross-sell opportunities within existing client accounts.
Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
Monitor and manage the renewal process for assigned clients.
Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
Coordinate relationship management meetings with assigned clients.
Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
Oversee assistant account managers and serve as a mentor to team members, offering guidance and support in their professional growth.
Qualifications/Requirements
Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
Holds an active Property and Casualty (P&C) Insurance License.
Preferred Agency Management System Experience: EPIC
5-7 years of relevant insurance industry experience preferred.
Previous experience in commercial lines account management.
Holds at least one professional designation or has comparable job experience.
Above average computer skills with the capacity to master essential software programs.
Prior construction experience is required.
Prior experience handling middle market accounts is required.
Compensation Package
Excellent opportunities for professional growth and advancement.
Competitive compensation: Between $120K-$150K (based on experience).
Paid time off and company holidays.
Comprehensive benefits package, including health, dental, vision, 401(k), and more.
Hybrid work schedule available.
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.