Commercial Lines Account ManagerThe Jonus Group • Winter Park, FL, US
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Commercial Lines Account Manager
The Jonus Group • Winter Park, FL, US
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job_description.job_card.job_descriptionManage and maintain relationships with commercial clients Serve as the primary point of contact for assigned accounts, answering inquiries and addressing client needs promptly and professionally. Assist in onboarding new clients, including gathering necessary documents and setting up accounts. Collaborate with internal teams to ensure accurate and timely delivery of policies and services. Monitor account activities to ensure compliance with company policies and industry regulations. Review and process policy renewals, endorsements, and cancellations while ensuring accurate documentation. Provide guidance and consultation on risk management solutions tailored to the client's business needs. Utilize effective communication to identify upselling opportunities and promote additional services where applicable. Analyze and resolve client concerns while delivering exceptional service in every interaction. Keep abreast of industry trends, policies, and regulatory changes to better serve our clients. Report to senior management on key account updates and client feedback. Expertise in managing commercial account of various sizes Active 4-40 or 2-20 license Strong understanding of commercial insurance products, risk analysis, and client management principles. Exceptional interpersonal and communication skills, with the ability to build trust and resolve customer concerns effectively. Detail-oriented, with excellent organizational and time-management skills. Ability to work efficiently both independently and as part of a collaborative team. Proficiency in relevant accounting and CRM software systems. Bachelor's degree in Business Administration, Insurance, or a related field is preferred but not required. Equivalent professional experience will also be considered
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- Manage and maintain relationships with commercial clients
- Serve as the primary point of contact for assigned accounts, answering inquiries and addressing client needs promptly and professionally.
- Assist in onboarding new clients, including gathering necessary documents and setting up accounts.
- Collaborate with internal teams to ensure accurate and timely delivery of policies and services.
- Monitor account activities to ensure compliance with company policies and industry regulations.
- Review and process policy renewals, endorsements, and cancellations while ensuring accurate documentation.
- Provide guidance and consultation on risk management solutions tailored to the client's business needs.
- Utilize effective communication to identify upselling opportunities and promote additional services where applicable.
- Analyze and resolve client concerns while delivering exceptional service in every interaction.
- Keep abreast of industry trends, policies, and regulatory changes to better serve our clients.
- Report to senior management on key account updates and client feedback.
Responsibilities
Job Description
Qualifications.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Sales, Business Development, and Finance
Industries
Banking, Financial Services, and Insurance
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