Commercial Line Account Manager

Overview

The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts, ensuring client satisfaction and retention. This role requires a proactive and detail-oriented individual with strong communication and relationship-building skills. The Account Manager will act as the primary point of contact for clients, addressing their insurance needs and providing expert advice.

• Client Relationship Management:
  • Serve as the primary point of contact for assigned commercial clients.
  • Build and maintain strong, long-term relationships with clients.
  • Proactively identify and address client needs and concerns.
  • Conduct regular client reviews and meetings to ensure satisfaction.
• Account Servicing:
  • Process policy changes, renewals, and endorsements accurately and efficiently.
  • Prepare and deliver insurance proposals and presentations.
  • Handle client inquiries and resolve issues in a timely and professional manner.
  • Manage certificate of insurance requests.
  • Manage the renewal process from start to finish.
• Policy Management:
  • Review and analyze insurance policies to ensure accuracy and completeness.
  • Identify coverage gaps and recommend appropriate solutions.
  • Maintain accurate and up-to-date client records in agency management systems.
• Market Knowledge:
  • Stay informed about industry trends, market conditions, and new insurance products.
  • Conduct market research and analysis as needed.
  • Communicate market updates to clients and internal teams.
• Collaboration:
  • Work closely with producers, underwriters, and claims departments to ensure seamless service delivery.
  • Collaborate with internal teams to develop and implement risk management strategies.
  • Cross sell and up sell current clients.

• Bachelor's degree in Business, Insurance, or a related field preferred.
• [Number] years of experience in commercial lines account management.
• Valid [State] insurance license.
• Strong knowledge of commercial insurance products and coverages.
• Excellent communication, interpersonal, and presentation skills.
• Proficiency in agency management systems (e.g., AMS
  360, Applied Epic).
• Strong organizational and time management skills.
• Ability to work independently and as part of a team.
• Strong problem solving skills.