Commercial Lines Account Manager

Description

We are looking for a proactive and customer-focused Commercial Lines Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of commercial accounts and providing quality service to our clients. The Commercial Lines Account Manager requires strategic thinking, excellent communication skills, and a passion for delivering exceptional service.

• Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
  • Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing
• Service commercial lines accounts as assigned in accordance with company policies, procedures, and service standards
• Collaborate with Risk Advisors and Commercial Processing team to determine and meet client goals
• Support Risk Advisors by exercising independent judgment and discretion to:
  • Analyze markets for competitive pricing and develop insurance solutions for current clients
  • Review carrier quotes, look for gaps in coverage, prepare proposals, and maintain client applications
  • Communicate and educate clients on policies as needed
  • Receive and process new business, renewals, and cancellations
• Ensure maximum client retention and generation through relationship building
• Manage large volumes of account support items regularly
• Schedule, attend, and participate in commercial lines meetings, trainings, and classes
• Develop and maintain positive and effective relationships with partner insurance carriers
• Promote value-added services available through North Risk Partners (i.e., professional counseling, webinars/seminars, communications, tools, and more)
• Strive to return phone calls, messages, and emails on the same business day
• Enter activity and other relevant information accurately into the company's software system(s) in accordance with company procedures
• Follow all federal and state regulations, and best practices for avoiding errors and omissions
• Continue professional development; obtain and maintain licensing and designations
• Stay up to date on industry trends and best practices

• A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in the commercial insurance service
• Active property & casualty insurance license, or willing to obtain one
• Excellent oral and written communication skills
• Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
• Self-starter who takes initiative to identify problems and lead by example
• Ability to work in a fast-paced environment
• Knowledge of AMS
  360 and Image Right are a plus, but not required
• Proficiency in CRM software and Microsoft Office suite

• A role model for North Risk Partners’ core values, mission, and desired culture
• Demonstrate enthusiasm and a positive attitude
• Professionally and positively represent North Risk Partners to all coworkers, clients, and external stakeholders
• A team player who collaborates and works well with his/her coworkers
• A professional who demonstrates the ability to carry on a conversation with clients, Risk Advisors, and other coworkers within North Risk Partners

• Perform under normal office conditions; may include lifting/carrying objects weighing up to 25 pounds
• Twist, bend, stoop, kneel, squat, stand, walk, and reach frequently
• Hear, speak, and effectively verbally communicate in the English language, including following oral and written instructions to communicate with people inside and outside of the organization
• Sit and a desk for extended periods of time and perform long hours of work sitting at a computer
• Move around office/building/facilities repeatedly throughout the day
• Apply manual dexterity, visual acuity and ability, for computer keyboarding, office equipment uses, review of detailed reports, information, fine print, and warning labels
• Must possess valid driver’s license and be able to travel to different…