Account Manager, Commercial Insurance

Overview

Lakeview Risk Partners, LLC is a construction focused insurance and surety brokerage firm specializing in risk management solutions. We combine top talent with innovative product offerings, allowing us to tailor programs to our customers’ specific needs. Our model embraces partnership by integrating our team into the business plans and operational goals of our clients. We provide unmatched levels of responsiveness, knowledge, and solutions to our client's risk challenges.

Our clients are best-in-class commercial contractors located throughout the United States.

The Account Manager position (or Senior Account Manager, depending on experience) involves constant customer interaction and is heavily focused on customer service. Job duties include client management, policy review, certificate preparation and delivery (among other document execution), and invoicing. Job description also includes quoting, binding, and cancelling customer policies. Individual should have a focus on accuracy, attention to detail, and ability to multi-task.

Applicant should be able to effectively communicate with customers and co-workers. This position will have a heavy focus on Construction Insurance and will include usage of the Applied Epic Agency Management System.

• 5+ years of experience in client account management and maintaining client relationships
• Policy review, processing renewals, and handling client inquiries
• Effective coordination with underwriters, clients, and other stakeholders
• Excellent verbal and written communication skills
• Strong organizational and multitasking abilities
• Ability to work collaboratively in an on-site team environment
• Industry certifications such as CISR and CRIS are a plus

Mid-Senior level

Full-time

• Sales and Business Development

• Insurance