Account Manager, Commercial Lines

About the role

The Commercial Lines Account Manager will have primary responsibility for policy maintenance and service of an assigned portion of accounts. Maintain a high level of client retention by managing the day-to-day service needs of our clients and constantly work toward strong client relationships. Market and service accounts in accordance with platform objectives and procedures. Contribute to the profitable growth of the platform by achieving retention and renewal goals, proactive account rounding, up-selling of limits/coverages, and by providing extraordinary client service. This position will support a book of business consisting of Condominiums and HOAs.

Responsibilities

• Establish and maintain strong relationships and assist client advisors in making decisions on account updates and coverage for accounts with moderate complexities.
• Collaborate with the client advisor to review exposures and insurance programs for assigned clients, determine if carrier is the best fit for the client while considering coverage, protection, and cost.
• Collaborate with client advisors to market, quote, and prepare proposals for the client from both a risk management and insurance perspective to decide upon the “best” way to manage the customer’s risk.
• Provide day-to-day service, anticipate customer’s needs, and respond to client issues/questions in a timely manner.
• Handle initial report of claims and follow up to ensure that the claim is properly progressing, and customer’s needs are being met.
• Monitor carrier activities to ensure they are fulfilling their responsibilities to the customer (policy endorsements, claims, etc.).
• Complete account reviews.
• Attempt to round-out each customer’s insurance portfolio including solicitation of additional commercial and personal lines insurance where applicable and maintain customer records in accordance with procedures.
• Keep customers up to date on “pending changes” in the insurance world that may impact their insurance coverage.
• Assist or complete other tasks as directed by platform management.
• Provide timely, professional, accurate communication to client, team, and carrier representatives.
• Maintain confidentiality of client records and communication.
• Seek referrals from clients and follow through to help generate new business.
• Refer current and prospective clients to Benefits Department and Personal Insurance for solicitation of those lines of business.
• Coach and mentor junior members of the commercial lines, may lead team meetings and initiatives.
• Comply with agency standards, policies, and procedures.

Requirements

• Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
• Must have a high level of understanding accounting or strong math skills.
• High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
• Demonstrated attention to detail, producing outcomes with minimal errors.
• Ability to adapt well to change in direction and priority in a fast-paced environment.
• Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
• Knowledge of Agency Management Systems; Applied Epic a plus.
• Able to function independently and as part of a team.
• Complies with continuing education requirements for agent licensing as well as professional designations.
• Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Qualifications

Bachelor’s degree and/or 5+ years commercial insurance experience or recognized equivalent is required. Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.