Job Description
Our client is seeking a P&C licensed,dedicated, and proactive Assistant Commercial Lines Account Manager to join their team.
This company offers growth opportunities, strong culture, team environment, no information hoarding, everyone works together, they value the input of people both newer in the industry as well as tenured folks!
Benefits
- Competitive salary : $40-50K
- Comprehensive benefits package
- Professional development opportunities and training.
- Supportive and inclusive work environment.
Qualifications
- Active P&C License
- Proven experience in account management, preferably in a small business or B2B context.
- Proficiency in CRM softwareand Microsoft Office Suite.
- Adaptability and willingness to learn in a fast-paced environment.
Responsibilities
- Build and maintain strong relationships with a portfolio of small business clients. Serve as the primary point of contact, addressing their inquiries, concerns, and needs promptly and effectively.
- Collaborate with clients to understand their business objectives, challenges, and opportunities. Conduct thorough needs assessments to recommend appropriate products, services, or solutions that align with their goals.
- Work closely with internal teams to develop customized proposals, quotes, and packages that meet the specific requirements of each client.
Coordinate the implementation of solutions and ensure seamless delivery.
- Identify opportunities for account expansion and upselling. Present additional products or services that can add value to the client's business, driving revenue growth for both the client and the company.
- Provide clients with training and guidance on utilizing our products and services effectively. Ensure clients are well-equipped to maximize the benefits of their partnership with our company.
- Address any challenges or concerns raised by clients promptly and professionally. Collaborate with internal teams to resolve issues and provide timely updates to clients.
- Monitor key performance metrics and indicators for each client's account. Regularly review progress against established goals and develop strategies to enhance client success.
- Stay informed about industry trends, competitors, and market developments that could impact our clients. Use this information to provide clients with valuable insights and recommendations.
- Maintain accurate and up-to-date client records, interactions, and account details in our CRM system.
LI-CH1
LI-Hybrid
Commercial Account Manager
This role works closely with the Commercial Banker in customer relationship management, handling day to day account needs and assists in loan preparation and loan closings. Knowledge of commercial loan documents preferable. ...
Legal Assistant - In-House - Insurance Defense - Hybrid Remote
Our client, a leading insurance company, is seeking a Legal Assistant to join their Detroit, Michigan team. This is a hybrid remote position, 2 days remote and 3 days in-office. ...
Commercial Insurance Account Manager (Hybrid)
While the Account Manager will work with new clients produced by others, the Account Manager will not be expected to develop new business. The Commerical Insurance Account Manager will be the primary client contact and will be expected to actively cultivate, improve and cement positive client relati...
Commercial Lines Account Manager (REMOTE-Must have California P&C license)
Are you a dynamic, self-motivated professional with a passion for commercial insurance? Do you thrive on building lasting relationships and delivering superior client service? If so, you might be the perfect fit for our Commercial Lines Account Manager position. As a Commercial Lines Account Manager...
Underwriting Professional Development Program Commercial Accounts - January 2025
As knowledge increases and, under direct supervision, takes on less complex underwriting of individual accounts and eventually a territory. Seeks out opportunities to observe account analysis discussions with other underwriters and underwriting leaders. Under direct supervision, underwrites and asse...
Personal Insurance Account Manager
Our client is seeking a P&C licensed, dedicated, and proactivePersonal Lines Account Managerto join their team. Previous experience in personal lines insurance, account management, or customer service. Assist clients in reporting and navigating insurance claims, acting as a liaison between clients a...
Senior Account Assistant - Business Insurance
The Senior Account Assistant provides administrative and technical support to the team in order to facilitate excellent client service by assisting with the daily management of various administrative and technical aspects of client accounts, as delegated by the Account Manager following Agency and c...
Commercial Insurance Account Executive/Team Lead
Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Account Executive to join their team. Proven experience in commercial insurance, account management, or related roles. Strong understanding of various commercial insurance products, policies, and coverage options. Pr...
Commercial Account Manager
This role works closely with the Commercial Banker in customer relationship management, handling day to day account needs and assists in loan preparation and loan closings. Knowledge of commercial loan documents preferable. ...
Commercial Lines Account Executive
Heffernan Insurance Brokers is looking for an experienced Commercial Lines Account Executive. Must be able to handle complex accounts; including account placement, preparing account specifications, price negotiations and alternative risk services. Manage account services, as customary with that of a...