Commercial Lines Account Manager

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Join Holder Insurance Agency, Inc., a reputable insurance agency located in the charming city of Ocala, Florida. We take immense pride in our commitment to providing exceptional service and building strong relationships within the community we serve. As the Commercial Lines Account Manager, you will play a pivotal role in maintaining and growing our commercial lines business.

In this position, you will collaborate closely with our clients, taking the time to understand their unique business needs and providing expert guidance on insurance solutions. You will be responsible for managing a diverse portfolio of commercial accounts, ensuring their satisfaction and serving as their trusted advisor for all insurance-related matters. Your dedication, professionalism, and attention to detail will be instrumental in delivering top-tier service and supporting our clients' business success.

At Holder Insurance Agency, Inc., we foster an environment of continuous learning and growth. We value teamwork and offer opportunities for professional development, making this a rewarding and fulfilling career choice for someone who is passionate about the insurance industry. If you are a results-oriented individual with excellent communication skills and a strong drive to exceed client expectations, we invite you to join our team and make a difference in the lives of our valued commercial clients.

Tips:
Provide a summary of the role, what success in the position looks like, and how this role fits into the organization overall.

Responsibilities

Client Management:
Build and maintain strong relationships with commercial clients, understanding their insurance needs, and providing personalized service.

Policy Review and Renewal:
Conduct regular policy reviews to ensure clients have adequate coverage, negotiate policy terms, and handle policy renewals.

Claims Assistance:
Assist clients in navigating the claims process, ensuring timely and efficient resolution.

Risk Assessment:
Analyze clients' businesses to identify potential risks and recommend appropriate coverage.

Documentation and Record-Keeping:
Maintain accurate client records, update policy information, and ensure compliance with documentation requirements.

Qualifications

Experience:

Minimum of 5 years of experience in commercial lines insurance account management.

Product Knowledge:
In-depth understanding of commercial insurance products and coverages.

Client-Focused:
Strong customer service skills with a focus on building long-term client relationships.

Communication

Skills:

Excellent verbal and written communication skills to effectively interact with clients and colleagues.

Organizational

Skills:

Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Team Player:
Collaborative mindset with the ability to work effectively as part of a team.

Licensing:
Active 2-20 insurance license in the state of Florida required.

EzLynx Database Management System:
Experience preferred but not required. Training will be provided.

Seniority level

• Seniority level
  
  Mid-Senior level

Employment type

• Employment type
  
  Full-time

Job function

• Job function
  
  Finance and Sales
• Industries Insurance Agencies and Brokerages

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