Commercial Insurance Account Manager

Position Overview: The Account Manager is responsible for servicing a designated book of business of client relationships for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber). The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. 

Key Responsibilities:

• Responsible for servicing a designated book of business/clients as relating to marketing, claims, and administration; follow all service protocols for the department.
• Support Producers with onboarding of new clients and retaining existing clients.
• Assess the risk management needs of prospects and clients and will market new and renewal accounts.
• Prepare and deliver presentations to customers outlining available coverage and programs.
• Manage customer accounts to ensure that all coverage requirements are met.
• Ensure customer satisfaction through quality service and prompt response to inquiries.
• Develop and maintain positive relationships with customers, brokers, and carriers.
• Recommend potential enhancements to processes and/or current policies Recommend coverage and/or policies we do not currently handle.
• Develop renewal strategy material and coordinate with document design as appropriate.
• Follow up on policy/endorsement issuance and check policies, endorsements, and audits for accuracy prior to client delivery.
• Complete Surplus Lines filing, if applicable. 
• Issue Certificate of Insurance.

Qualifications:

• Bachelors Degree is required. 
• Minimum of 3+ years of experience in commercial insurance, preferably in real estate.
• Active P&C license
• Intermediate to advanced levels of experience with Excel and PowerPoint

Competitive Base Salary: $70,000 - $100,000 (DOE)

PTO

Medical

Dental 

Vision

Applicants must be authorized to work in the U.S.

Preferred Skills