Account Manager – Commercial Lines

• Serves as the main point of contact for clients, addressing inquiries and providing guidance
• Partners in the strategic development of insurance plans tailored to client needs
• Acts as field underwriter and authorized representative of the insurance carriers to assess and bind coverage
• Strategically manages the remarketing of renewals to ensure high account retention rates
• Oversees the preparation of client proposals, ensuring timely and accurate quotations and policies
• Communicates various billing and invoicing options
• Prepares comprehensive summaries of insurance and schedules
• Assists clients in submitting first reports of claims
• Facilitates the prompt response from carriers to expedite claims settlements
• Conducts policy reviews during renewals and audits
• Reviews cancellation requests, determining reasons and attempting to retain client accounts
• Stays informed about industry developments, new products, and coverage options
• Recommends process improvements as needed
• Quickly identifies and resolves complex client service issues
• Fully adopts innovative technology into the service process
• Performs other projects and duties as assigned.

• A Property and Casualty License from state of domicile is required
• Four-year degree preferred
• Minimum 5 years account management experience in the insurance industry with a focus on commercial lines of coverage is required
• Bilingual (Spanish/English) a plus or a must in some locations
• Strong analytical and mathematical skills
• Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
• In-depth understanding of advanced commercial lines of coverage
• Excellent written and verbal communications skills
• Proficient skills in Microsoft Office (primarily Excel and Word)
• Must be computer literate with the ability to learn new software applications
• Intermediate to advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
• Must have a valid driver’s license
• Ability to travel to client sites with reliable transportation.

Demonstrates expertise in account management within the insurance industry, focusing on commercial lines of coverage, while effectively communicating with clients and managing complex service issues. Proficient in utilizing technology and analytical skills to enhance client service and retention.

• Property And Casualty License
• Account Management Experience
• Bilingual (Spanish/English)
• Advanced Commercial Lines Knowledge
• Microsoft Office Proficiency

• Analytical Skills
• Mathematical Skills
• Presentation Skills
• Insurance Ratings Knowledge
• Underwriting Procedures Knowledge

• Excellent Written Communication
• Excellent Verbal Communication
• Problem-Solving Skills

• Property And Casualty License

• Insurance Industry
• Commercial Lines
• Client Proposals
• Claims Management
• Renewals Management

• Microsoft Excel
• Microsoft Word
• Power Point