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Insurance Account Manager - Commercial Lines

Insurance Account Manager - Commercial Lines

EnsuriseBethesda, MD, US
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Job Description

Job Description

About Us

As a company in one of the largest independent brokerages in the region, Ensurise, Risk Cooperative is committed to delivering superior insurance solutions.

Our vision is to be the first choice for the members of the DMV metropolitan community when deciding whom to seek for insurance needs. Our team delivers nothing less than world-class service to our clients in order to gain their respect and trust. Exceeding office / Risk Cooperative-Insurance goals and client expectations is how we measure our team's success.

Our mission is to help our clients manage the risks of everyday life, recover from the unexpected, and realize their dreams by delivering expertise and world-class service with a focus on meeting needs and exceeding expectations.

As an Ensurise company, in addition to cash compensation we provide health, dental, vision and disability insurance, paid time off, holiday pay, flexible schedule, and 401(k) matching, professional growth and career progression opportunities, respectful culture and work / family life balance, supportive teammates and a rewarding work environment. This position is also bonus-eligible.

About You

Our team is the key to our success. You want to work with great team members providing exceptional customer service and you :

  • Have a minimum 1 year+ Commercial Insurance Experience
  • Have a minimum 2 years+ account management or relationship management experience in insurance
  • 2 years+ Personal Lines insurance experience preferred
  • Have a current P&C insurance license (required)
  • Spanish proficiency is a plus
  • Bring a strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Are comfortable with a hybrid work schedule including at least two days in the office
  • Are authorized to work in the United States
  • Bring B2B sales : 1 year (Preferred)
  • Have strong analytical, problem-solving, and decision-making skills
  • Are known for your exceptional customer service, communication, multitasking, and organizational skills

You also have current license / certification for :

  • Property and Casualty License (Required)
  • Life and Health License (Preferred)

    • About the Job

    We are seeking a highly motivated, detail-oriented, individual to join our fast-growing team. This role will focus on sales and customer servicing, working closely with executives to grow the book of business across personal and commercial lines insurance.

    Duties and Responsibilities :

  • Manage dedicated book of insurance business.
  • Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues.
  • Lead business development for target customer and market segments.
  • Lead account rounding and cross selling efforts for assigned book of business.
  • Lead client service, marketing, and renewal processes for assigned book of business.
  • Support new business inquiries via quoting and booking new business opportunities.
  • Support servicing of client accounts as needed.
  • Stay up to date on carrier programs, compliance, regulation and other relevant industry information.
  • Meet or exceed customer service standards and client retention targets.
  • Act as liaison between clients and insurance carriers to resolve service and claims issues.
  • Troubleshoot billing and service-related issues.
  • Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensure the accuracy of data in those systems.
  • Prepare reports for management as required.
  • Attend industry related continuing education training and courses.
  • Collaborate and support colleagues as needed.
  • Perform other duties and projects as assigned.

    • Physical Requirements and Work Environment :

    This position works in a normal office environment with controlled temperature and artificial lighting conditions. Long periods of sitting. Long periods of screen use. Ability to communicate in person and over devices. Ability to work in-person with team. Must be able to perform complex tasks requiring independent knowledge and its application to non-routine situations. Must be able to manage high-emotion situations.

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    Commercial Lines Insurance Account Manager • Bethesda, MD, US