Position Overview: The agency seeks a motivated and dedicated team player to join them as a Commercial Lines Account Manager. In this role you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional service and support and ensuring the continued success of our clients’ businesses. The position requires a focus on habitational property and general liability, as well as professional liabilities, workers compensation, and other risk related areas. The position will involve direct communications with insurance carriers, brokers, and insureds. Experience with successful coverage bindings is required.
Professional Responsibilities:
- Maintain accurate client records and client facing documents withing the agency management system and related electronic files
- Provide superior client service and develop and sustain strong client relationships to maintain a high retention rate for existing accounts
- Review and market all renewal activities and perform sales-focused activities to attract new client business
- Generate new sales in commercial lines with a concentration in habitational property and general liabilities, professional liabilities, workers compensation, and other risks
- Process and perform timely follow up activity on all client related policy changes, billings, premium financing and non-payments
- Communicate and interact regularly with insurance carriers and insureds
- Bind coverage in a timely manner, ensuring all bound coverage is accurate and up to date
- Multi-task effectively to handle various responsibilities and maintain a consistent workflow
- Serve as a trusted advisor and provide satisfactory answers to insureds’ questions
Qualifications and Requirements:
- 3+ years relevant work experience with an independent insurance agency
- Possession of a valid Property and Casualty (P&C) license
- Strong working knowledge and understanding of all Commercial Lines coverages, policy types and industry specific requirements
- Proficient in use of Microsoft Office Suite tools (Outlook, Word, Excel)
- Experience in/with EPIC
- Excellent interpersonal and communication skills (both written and oral)
- Strong Work Ethic/”Can Do” Attitude/Team Player
