Commercial Insurance Account Manager

About the Role

Seeking a motivated and detail-oriented Commercial Insurance Account Manager responsible for building and maintaining strong client relationships, managing a portfolio of commercial insurance accounts, and ensuring client satisfaction. This role involves providing tailored solutions to meet clients' unique insurance needs through exemplary customer service.

Responsibilities

• Serve as the primary point of contact for assigned commercial insurance accounts, ensuring a positive client experience from onboarding to policy renewal.
• Build and nurture relationships with clients, carriers, and internal stakeholders to foster trust, loyalty, and long-term partnerships.
• Collaborate with clients to assess their risk exposure, identify coverage needs, and recommend appropriate insurance products.
• Prepare, review, and process insurance applications, renewals, endorsements, and other policy documentation in a timely and accurate manner.
• Liaise with underwriters and carriers to negotiate policy terms, premiums, and endorsements.
• Provide regular policy reviews to ensure coverage aligns with clients' goals and evolving needs.
• Assist clients in navigating claims processes, advocating for favorable outcomes as necessary.
• Maintain thorough and organized records of client interactions, policy details, and correspondence.
• Stay updated on industry trends, insurance products, and regulatory changes to provide informed guidance to clients.

Requirements

• Bachelor’s degree in Business, Finance, Insurance, or a related field is preferred but not required. Equivalent work experience will be considered.
• Minimum 2 years of experience as an account manager, customer service representative, or similar role in the insurance industry (preferably commercial insurance).
• Current Property & Casualty Insurance License is required.
• Proficiency in insurance management software, CRM tools, and Microsoft Office Suite.
• Strong aptitude for client relations and ability to provide exceptional service in a fast-paced environment.
• Excellent verbal and written communication skills with the ability to explain complex insurance concepts clearly and effectively.
• Proven ability to assess and resolve client issues in a calm, solution-focused manner.
• Organizational skills with the ability to manage multiple tasks, prioritize workload, and meet deadlines.
• A collaborative mindset with a willingness to mentor team members and contribute to collective success.