The Commercial Lines Account Manager is responsible for providing exceptional customer service to clients by handling inquiries, processing insurance policy changes, assisting with claims, and ensuring a positive customer experience.
The Commercial Lines Account Manager serves as the primary point of contact for policyholders (Businesses) and plays a critical role in retaining and growing the agency’s client base.
Key Responsibilities :
Client Interaction :
- Respond to customer inquiries via phone, email, in a timely and professional manner.
- Address customer questions and concerns regarding insurance policies, coverage options, billing, and claims.
- Educate clients about policy features, benefits, and options to help them make informed decisions.
Policy Management :
- Assist clients with policy changes, renewals, cancellations, and endorsements.
- Process new insurance applications and ensure all required documentation is complete and accurate.
- Maintain detailed and accurate records of client interactions and transactions in the agency management system.
Claims Assistance :
- Guide clients through the claims process, ensuring they understand the steps involved and what information is needed.
- Liaise with insurance carriers to follow up on claims status and resolve any issues.
- Provide support to clients in filing claims and understanding their claim status.
Administrative Duties :
- Perform general office tasks, such as filing, data entry, and maintaining organized records.
- Schedule appointments for policy reviews, consultations, and other client needs.
- Assist with marketing and promotional activities as needed.
Customer Retention :
- Proactively reach out to clients for policy reviews, renewals, and to discuss additional coverage options.
- Identify opportunities to cross-sell or upsell additional insurance products that meet clients’ needs.
- Participate in retention efforts to ensure client satisfaction and loyalty.
Qualifications : Experience :
Experience :
- Previous experience in customer service, within the insurance industry.
- Familiarity with insurance products and services .
- Property & Casualty license
Skills :
- Excellent communication skills, both verbal and written.
- Strong problem-solving and critical-thinking abilities.
- High level of organizational skills and attention to detail.
- Proficiency in using computer systems and software, including MS Office and insurance agency management systems.
- Ability to work effectively both independently and as part of a team.
Commercial Lines Account Manager
The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention. Three years minimum Commercial Account Management experience required. Maintain a thorough understanding of the markets and their appetites, underwriting g...
Account Manager - Commercial Lines
Account Manager -mercial Lines. We are seeking individuals with a strong drive for success, a passion for continuous learning and growth, and the ability to consistently deliver exceptional results to fill the role of Account Manager. The Account Manager manages the client relationships and strategi...
Account Manager - Commercial Lines
Towne Insurance is hiring a Commercial Lines Account Manager to join our Charlotte team. The Commercial Lines Account Manager is responsible for providing professional service to new and existing clients in a timely and accurate manner. A successful candidate will have an active P&C license or abili...
Personal Lines Account Manager (HYBRID)
Personal Lines Account Manager. Personal Lines Account Manager Responsibilities:. Personal Lines Account Manager Knowledge, Skills, and Abilities:. ...
Actuarial Analyst - Commercial Lines - REMOTE
Put your Insurance Experience to work – FROM HOME!.Our unique platform provides you with .WHAT YOU’LL LOVE ABOUT WAHVE.We created a welcoming place to work with friendly and professional leadership.We are known for the great care we take with our staff and our clients.We are passionate a...
Senior Account Representative - Commercial Lines
Provides internal assistance to 2-4mercial Lines Account Managers. Audits insurance policies documents and works with to Account Manager to correct inaccuracies. Gathers renewal information and assembles applications and schedules for Account Management team. Assists Account Management team in deliv...
Sr Account Manager, Multisite Building Automation (Remote)
A proficient understanding of key sales principles and best practices including but not limited too: expanding engagement with existing accounts, engaging new potential accounts, and exceeding customer expectations. Employ a consultative selling approach that focuses on building a long–term, value-b...
Commercial Insurance Account Manager
Commercial Insurance Account Manager. Preference given to applicants with retail agency experience in a similar CSR or Account Manager capacity. This position requires commercial property and casualty insurance experience. This will be the opportunity to upsell or cross selling new Commercial P&C po...
Account Manager- USA Charlotte, NC · Hybrid Remote
Proven work experience as an Account Manager for enterprise accounts, specifically in the Banking/Payments industry, ideally serving Tier 1 banks. We are looking for a talented Account Manager to join our Bank Sales Team. Minna’s Account Managers play a key role in retaining our customers and drivin...
Actuary or Associate Actuary - Commercial and/or Personal Lines - REMOTE
Put your Insurance Experience to work – FROM HOME!.Our unique platform provides you with .WHAT YOU’LL LOVE ABOUT WAHVE.We created a welcoming place to work with friendly and professional leadership.We are known for the great care we take with our staff and our clients.We are passionate a...