Commercial Insurance Account Manager

Seeking a dedicated and customer-focused Commercial Lines Account Manager to join an established insurance agency. This position involves managing and servicing a portfolio of commercial insurance accounts, providing personalized coverage solutions, and ensuring exceptional client satisfaction and retention.

The ideal candidate will possess strong communication and organizational skills, a customer-first mindset, and the ability to thrive in a collaborative, team-oriented environment. This opportunity offers professional development, access to a broad range of insurance markets, and opportunities for performance-based incentives.

• Manage and service an assigned portfolio of Commercial Lines insurance accounts, ensuring exceptional client satisfaction and retention.
• Provide comprehensive account servicing, including policy changes, endorsements, renewals, and general client inquiries.
• Assess client insurance needs and recommend appropriate coverage options and solutions.
• Build and maintain strong relationships with clients, carrier representatives, and internal teams.
• Collaborate with colleagues to ensure accurate policy administration and timely resolution of client requests.
• Utilize Applied EPIC to maintain client records, process transactions, and streamline account management workflows.
• Review policy documentation for accuracy and ensure compliance with agency procedures and industry regulations.
• Identify opportunities for account growth and new business development.
• Stay informed on insurance industry trends, coverage updates, and regulatory changes to provide knowledgeable client guidance.
• Maintain accurate and organized account documentation while meeting established service standards.

• Licensing:
  • Holds an active P&C (Property and Casualty) insurance license.
• Experience:
  • Previous experience in Commercial Lines insurance or account management is preferred.
  • Familiarity with commercial insurance products, policy servicing, and renewal processes is beneficial.
  • Experience with Applied EPIC is a plus.
• Technical
  
  Skills:
  • Proficiency in agency management software and standard business applications.
  • Strong attention to detail and ability to maintain accurate client records.
• Professional
  
  Skills:
  • Excellent verbal and written communication skills.
  • Strong interpersonal and relationship-building abilities.
  • Exceptional organizational and time management skills.
  • Ability to prioritize multiple responsibilities and meet deadlines.
  • Customer-focused approach with strong problem-solving skills.
  • Ability to work independently and collaboratively in a team environment.
  • Proactive attitude and commitment to delivering high-quality client service.

• Salary Range: $45,000 – $55,000 annually, depending on experience and qualifications.
• Incentives:
  
  Performance-based bonuses for new business opportunities and profit-sharing eligibility.
• Benefits:
  Comprehensive employee benefits package.
• Professional Development:
  Opportunities for continuing education, licensing support, and career growth.

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.