Job Description

Commercial Insurance Account Manager

Job Summary

Seeking an experienced Commercial Insurance Account Manager to serve as the primary point of contact for a diverse portfolio of commercial clients, providing exceptional service and ensuring their insurance needs are met. The ideal candidate is detail-oriented, customer-focused, and has a deep understanding of commercial insurance policies and industry regulations. This position offers an opportunity to contribute to a fast-paced team environment that values innovation, collaboration, and professional growth.

Responsibilities

• Build and maintain strong, long-lasting relationships with commercial clients through proactive communication and exceptional service.


• Provide expert advice on insurance coverage options and tailor policies to meet clients' unique needs.


• Act as a liaison between clients and insurance carriers, advocating for client needs and resolving issues promptly.


• Review, manage, and process policy renewals, endorsements, claims, and cancellations with accuracy and efficiency.


• Analyze and identify coverage gaps or additional needs and recommend appropriate products or endorsements.


• Stay up-to-date on industry trends, regulatory changes, and new insurance products to consult confidently with clients.


• Assist clients in understanding their policies, coverage terms, premiums, and associated benefits.


• Collaborate with internal teams, producers, and underwriters to deliver comprehensive insurance solutions.


• Ensure accuracy of client files, documentation, and data entry within company systems while adhering to compliance and confidentiality regulations.


• Actively seek opportunities to improve processes and create innovative ways to enhance customer experience.

Qualifications/Requirements

Required Qualifications:

• Proven experience as an Account Manager or similar role in the insurance industry, with a focus on commercial lines.


• In-depth knowledge of commercial insurance products, policies, and industry regulations.


• Strong interpersonal skills with the ability to build trust and maintain positive client relationships.


• Excellent organizational and time-management skills to handle multiple accounts and prioritize tasks effectively.


• Proficiency in insurance agency management software and Microsoft Office Suite.


• Active Property & Casualty Insurance License is required.


• Exceptional verbal and written communication skills with attention to detail.

Preferred Qualifications:

• Professional designations such as CIC, CRM, or CPCU.


• Familiarity with risk management principles and strategies.

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.

#LI-DD3