Commercial Lines Account Manager

Published August 27th, 2024

We are looking for a Commercial Lines Account Manager to join our team.?We are a team?of more than 40 professionals, and after completing onboarding, we allow for each employee to have a work-from-home day each week.

You will work as a member of a team of experienced, talented, and passionate insurance agents who provide outstanding service to our clients. Below are some of the responsibilities that this role includes:
? Manage a book of business of existing commercial lines
? Handle renewals, service requests, claims, billing, and new policies
? Review existing book of business for cross-selling and account round opportunities
? Document information in our agency management system (AMS360)
? Rate insurance policies and complete all phases of the insurance application
? Prepare and present quotes to clients and prospects
? Educate clients about insurance coverage options
? Work with direct and wholesale insurance providers

Requirements

The successful candidate will be self-motivated and proactive in handling responsibilities. The candidate will be detail-oriented, work well with a team, and will have the following traits/experience:
? A current P&C (Property & Casualty) license preferred
? Minimum 3 years middle market and small commercial experience preferred
? Ability to multi-task, prioritize, work independently, and use discretion surrounding sensitive information
? Ability to learn and adapt to technology quickly
? Open to receiving regular constructive feedback relating to your performance
? Ability to maintain a professional demeanor and a friendly, positive attitude with both clients and coworkers
? A passion for providing outstanding customer service at all times
? Possess strong administrative and computing skills, including Microsoft Office (Word, Excel, and Outlook)
? Demonstrate effective written and verbal communication, including the ability to actively listen, and problem-solve with minimal assistance
? The passion for growing into a leadership position

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