Commercial Lines Account Manager

Our insurance agency in Bellbrook, Ohio, has been a trusted family business for 64 years, known for our strong commitment to honesty and exceptional service within the community.

We specialize in various insurance solutions such as home, auto, business, and life insurance, utilizing our extensive expertise to create personalized coverage plans that prioritize safeguarding clients' most valuable assets.

We are in search of a talented Commercial Lines Account Manager to join our outstanding team. As the Commercial Lines Account Manager, you will play a crucial role in managing and meeting the needs of our commercial insurance clients.

Your responsibilities will include building and maintaining client relationships, assessing insurance needs, and recommending appropriate coverage options.

With your Property & Casualty (P&C) license and industry experience, you will provide exceptional service while supporting the agency's continued success and advancement.

Employment Type : Full Time

Compensation : $40,000 - $60,000 plus attractive commission incentives

Perks : Benefits package includes 3 weeks of paid time off, life insurance, dental, and vision coverage

Educational Requirement / License : Mandatory possession of a Property & Casualty (P&C) License

Experience : Minimum of 2 years in insurance sales and service

Note : Completion of the innermetrix assessment is a requirement for all applicants. Access the assessment through the following link : https : / / profiles.

innermetrix.com / VO / eeba59ad / en

Compensation :

$40,000 - $60,000 + Commission

Responsibilities :

• Manage a portfolio of commercial insurance accounts, ensuring timely and accurate service.
• Assess clients' insurance needs and recommend appropriate coverage options.
• Develop and maintain strong relationships with clients, understanding their unique requirements and providing proactive service.
• Process policy changes, endorsements, and renewals efficiently and accurately.
• Handle client inquiries and resolve issues or concerns promptly and professionally.
• Collaborate with insurance carriers to obtain quotes, negotiate terms, and place coverage.
• Stay updated on industry trends, insurance products, and regulatory changes.
• Assist in the marketing and promotion of insurance products to potential clients.
• Maintain detailed records of client interactions and transactions in agency management systems.
• Participate in team meetings, training sessions, and professional development activities to enhance knowledge and skills.
• Support other team members and contribute to a positive and collaborative work environment.
• Adhere to agency policies, procedures, and ethical standards in all interactions and transactions.

Qualifications :

Education / License : Must hold a Property & Casualty (P&C) License.

Experience : Minimum of 2 years in insurance sales and service.

Skills :

• Attention to detail in managing client accounts and insurance policies.
• Friendly demeanor with excellent interpersonal and communication skills.
• Ability to maintain a positive and fun personality while ensuring professional service.
• Family-focused approach to understanding and meeting client needs.
• Non-confrontational handling of client inquiries and issues.

These requirements ensure that candidates are well-equipped to excel in the role of Commercial Lines Account Manager at our agency.

About Company

Not all insurance agents are created equal. Here, we go out of our way to treat clients like people and use our industry experience and diversified knowledge base to protect what you value most.

As a family-owned business, we have a long-standing reputation for honesty and exceptional service in our small community.

We specialize in home and auto insurance, as well as business and life insurance. Our dedication to maintaining the trust and satisfaction of clients is the cornerstone of our legacy of quality service.