Commercial Lines Account Manager

Job Description

Responsibilities

You will work as a member of a team of experienced, talented, and passionate insurance agents who provide outstanding service to our clients. Below are some of the responsibilities that this role includes:

• Manage a book of business of existing commercial lines
• Handle renewals, service requests, claims, billing, and new policies
• Review existing book of business for cross‑selling and account round opportunities
• Document information in our agency management system (AMS
  360)
• Rate insurance policies and complete all phases of the insurance application
• Prepare and present quotes to clients and prospects
• Educate clients about insurance coverage options
• Work with direct and wholesale insurance providers

Requirements

The successful candidate will be self‑motivated and proactive in handling responsibilities. The candidate will be detail‑oriented, work well with a team, and will have the following traits/experience:

• A current P&C (Property & Casualty) license preferred
• Experience using AMS
  360 or similar management software preferred
• Minimum 3 years middle market and small commercial experience preferred
• Ability to multi‑task, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to learn and adapt to technology quickly
• Open to receiving regular constructive feedback relating to your performance
• Ability to maintain a professional demeanor and a friendly, positive attitude with both clients and coworkers
• A passion for providing outstanding customer service at all times
• Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
• Demonstrate effective written and verbal communication, including the ability to actively listen and problem‑solve with minimal assistance
• The passion for growing into a leadership position