Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing insurance organization. This role focuses on managing a generalist portfolio of commercial lines accounts while delivering exceptional client service and maintaining strong relationships. The ideal candidate will have a solid background in commercial lines insurance, a proactive approach to account management, and the ability to thrive in a collaborative, team-oriented environment.

Responsibilities

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  Manage and service a generalist portfolio of commercial lines insurance accounts.

  
  


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  Handle day-to-day account servicing, including policy changes, renewals, endorsements, and client inquiries.

  
  


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  Identify opportunities for account rounding and cross-selling additional coverage.

  
  


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  Build and maintain strong client relationships through responsive communication and proactive service.

  
  


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  Collaborate with team members to ensure efficient account management and client satisfaction.

  
  


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  Utilize Applied EPIC or other agency management software to maintain accurate client records and process transactions.

  
  


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  Address client concerns and provide timely solutions to coverage and service needs.

  
  


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  Maintain accuracy and attention to detail in all account management activities.

  
  

Qualifications/Requirements

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  Licensure: Holds an active P&C (Property and Casualty) insurance license.

  
  


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  Commercial lines insurance experience required, preferably less than five years.

  
  


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  Experience with Applied EPIC and Erie Insurance preferred.

  
  


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  Strong organizational skills and attention to detail.

  
  


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  Excellent communication and client relationship management abilities.

  
  


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  Proactive approach to problem-solving and client servicing.

  
  


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  Ability to work effectively in a collaborative, team-oriented environment.

  
  


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  Comfortable managing multiple priorities in a fast-paced environment.

  
  


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  Willingness to work onsite during initial onboarding, with flexibility for potential hybrid or remote arrangements based on experience.

  
  

Compensation Package

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  Salary Range: $60,000 – $80,000 annually, with flexibility based on experience and qualifications.

  
  


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  Bonus Opportunities: Potential for discretionary annual bonuses.

  
  


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  Benefits: Comprehensive benefits package available.

  
  


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  Work Arrangement: Initially onsite, with potential for hybrid or remote flexibility based on experience and qualifications.

  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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