Senior Commercial Lines Account Manager

Job Description

Senior Commercial Lines Account Manager

Job Summary

Are you an experienced insurance professional looking for a collaborative, rewarding, and hybrid opportunity? If so, a growing agency is seeking a Senior 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

• Handle policy changes, endorsements, cancellations, reinstatements, check requests, and loss run requests.
• Issue and manage Auto ID cards, Summary of Insurance documents, certificates of insurance, and manage client portal access.
• Manage renewals, including flood and bond renewals, coordinate renewal activities, and request applications from carriers and clients.
• Set up certificates, manage finance agreements, and handle billing inquiries.
• Develop and nurture strong relationships with key clients and insurance carriers through regular communication.
• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
• Create professional and accurate insurance proposals, summaries, and marketing information for clients.
• Identify cross-sell opportunities and suggest new lines of coverage to clients.
• Monitor and manage the renewal process, market client accounts, and complete policy implementation.
• Utilize the client management system to update policies, log activities, and manage follow-ups efficiently.
• Stay updated on industry trends, market developments, new products, and legislative changes.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
• 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 : Applied Epic
• At least 5 years of relevant insurance industry experience preferred.
• Previous experience in commercial lines account management.
• A track record of long-term commitment and tenure in previous roles is required.
• Holds at least one professional designation or has comparable job experience.
• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation : Between $85K-$100K (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.

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