Commercial Lines Account Manager (Mostly REMOTE - 1 day a week in office)

A bit about us :

With over 35 years in business, we are an established insurance firm that is continuing to grow because we deliver the best possible solutions for our clients.

From the beginning, our focus has been on addressing the sophisticated and complex risk management needs of our clients.

Our dedicated team, many with industry designations, continuously pursues higher levels of insurance education to stay ahead of the curve and be well-versed in the daily needs of our clients.

We represent only the most innovative and financially sound insurance companies, providing coverage both across the United States and in over 25 foreign countries.

With this expertise and flexibility as our foundation, we consider ourselves our clients’ outsourced risk manager for both commercial and personal risks.

Why join us?

• Competitive salary
• Comprehensive benefits
• Remote flexibility
• Long term growth potential

Job Details

Job Details :

We are currently seeking a dynamic and experienced Commercial Lines Account Manager to join our team in the Mortgage industry.

This is an exciting opportunity for a motivated professional to utilize their expertise in commercial lines, customer service, client management, and policy analysis to contribute to our organization's growth and success.

The ideal candidate will have a minimum of 5 years' experience in a similar role, with a proven track record of managing commercial lines accounts and maintaining strong client relationships.

Responsibilities :

• Manage a portfolio of commercial lines accounts, ensuring that all client needs are met promptly and efficiently.
• Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring client satisfaction.
• Analyze and interpret policy details to provide clients with the best possible advice and solutions.
• Collaborate with internal and external stakeholders to facilitate smooth and efficient account management processes.
• Identify opportunities for upselling and cross-selling, and work closely with the sales team to drive revenue growth.
• Stay updated with industry trends, market conditions, and changes in regulations that may impact commercial lines accounts.
• Handle any issues or concerns raised by clients, providing timely and effective solutions.
• Prepare and present reports on account status, performance, and forecasts to senior management.

Qualifications :

• A minimum of 3 years of experience in managing commercial lines accounts in the Mortgage industry.
• Exceptional customer service skills, with a client-centric approach.
• Strong knowledge of policy analysis, with the ability to interpret and explain complex information to clients.
• Excellent interpersonal and communication skills, with the ability to build and maintain strong relationships with clients and stakeholders.
• Proven track record in managing multiple accounts, with the ability to prioritize tasks and work under pressure.
• Strong problem-solving skills, with the ability to provide effective solutions to client issues.
• Proficient in using various software applications and tools for account management.
• Bachelor's degree in Business, Finance, or a related field is preferred.
• Relevant certifications in commercial lines account management would be an added advantage.

If you are a dedicated professional with a passion for customer service and a knack for managing commercial lines accounts, we would love to hear from you.

This is a fantastic opportunity to take your career to the next level in a fast-paced and dynamic environment. Apply today to join our team!