Commercial Lines Account Manager
Job Summary
Seeking a dedicated and customer-focused Commercial Lines Account Manager to join an established insurance agency. This position involves managing and servicing a portfolio of commercial insurance accounts, providing personalized coverage solutions, and ensuring exceptional client satisfaction and retention.
The ideal candidate will possess strong communication and organizational skills, a customer-first mindset, and the ability to thrive in a collaborative, team-oriented environment. This opportunity offers professional development, access to a broad range of insurance markets, and opportunities for performance-based incentives.
Responsibilities
•
Manage and service an assigned portfolio of Commercial Lines insurance accounts, ensuring exceptional client satisfaction and retention.
•
Provide comprehensive account servicing, including policy changes, endorsements, renewals, and general client inquiries.
•
Assess client insurance needs and recommend appropriate coverage options and solutions.
•
Build and maintain strong relationships with clients, carrier representatives, and internal teams.
•
Collaborate with colleagues to ensure accurate policy administration and timely resolution of client requests.
•
Utilize Applied EPIC to maintain client records, process transactions, and streamline account management workflows.
•
Review policy documentation for accuracy and ensure compliance with agency procedures and industry regulations.
•
Identify opportunities for account growth and new business development.
•
Stay informed on insurance industry trends, coverage updates, and regulatory changes to provide knowledgeable client guidance.
•
Maintain accurate and organized account documentation while meeting established service standards.
Qualifications/Requirements
•
Licensing:
•
Holds an active P&C (Property and Casualty) insurance license.
•
Experience:
•
Previous experience in Commercial Lines insurance or account management is preferred.
•
Familiarity with commercial insurance products, policy servicing, and renewal processes is beneficial.
•
Experience with Applied EPIC is a plus.
•
Technical Skills:
•
Proficiency in agency management software and standard business applications.
•
Strong attention to detail and ability to maintain accurate client records.
•
Professional Skills:
•
Excellent verbal and written communication skills.
•
Strong interpersonal and relationship-building abilities.
•
Exceptional organizational and time management skills.
•
Ability to prioritize multiple responsibilities and meet deadlines.
•
Customer-focused approach with strong problem-solving skills.
•
Ability to work independently and collaboratively in a team environment.
•
Proactive attitude and commitment to delivering high-quality client service.
Compensation Package
•
Salary Range: $45,000 – $55,000 annually, depending on experience and qualifications.
•
Incentives: Performance-based bonuses for new business opportunities and profit-sharing eligibility.
•
Benefits: Comprehensive employee benefits package.
•
Professional Development: Opportunities for continuing education, licensing support, and career growth.
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.
#LI-BH1