Commercial Lines Account Manager

Salary :

$45,000 - 70,000 yearly

Company : Independent Brokers Agency

Job Type : Full Time

Ellisville, Mo 63021

Job Description - Commercial Lines Account Manager

The Account Manager at Independent Brokers Agency, LLC is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks:

Competitive Pay

Professional Development

Medical, Dental, Vision, Life, Long-term & Short-term Disability Insurance

Paid PTO

Job Stability in a growing industry

Responsibilities

Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.

Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.

Actively partner, network, and plan for new clients and business opportunities.

Read and verify policies for accuracy.

Analyze coverages and make recommendations of additional coverage that may benefit client.

Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.

Collaborate with team members responsible for issuing certificates of liability, ordering changes, reviewing endorsements and audits for clientele, and participate in formal and informal meetings as needed.

Support and prepare clients for renewal and retention and maintain strong client relationships.

Keep records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken utilizing agency management system

Learn and maintain familiarity with each insurance carrier's product lines, underwriting process and website.

Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.

Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.

Observe and comply with all Independent Brokers Agency policies and procedures.

Qualifications

Hold a Missouri Property & Casualty Insurance License

Have a minimum of two years commercial lines account management experience (preferred).

Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.

Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.

Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.

Possess flexibility and enthusiasm.

Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems, Microsoft Office, Dropbox and Google Docs.

Be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.

Compensation: $45,000.00 - $70,000.00 per year

YOUR FUTURE as an Independent Insurance Agent Starts Here

If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a CAA member agency is a great career choice!

CAA's members are comprised of over 90 independent insurance agencies located throughout 9 states, TX, OK, KS, NE, CO, MO, IA, SD, & AR. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you!

With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?

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Commercial Lines Account Manager

Job Description - Commercial Lines Account Manager

YOUR FUTURE as an Independent Insurance Agent Starts Here

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