Commercial Lines Account Manager

Responsibilities

• Manage and service a portfolio of commercial insurance accounts, including policy administration, renewals, coverage analysis, and client support.
• Partner with producers and internal teams to strengthen client relationships, ensure compliance, and identify opportunities to retain and grow the book of business.
• Process policies/endorsements, invoicing, issuance of certificates of insurance, claims reporting and follow up as needed, premium breakdowns, auto ID cards, policy changes, review of policy forms, provide coverage comparisons, loss analysis, and respond to coverage questions.
• Build and maintain relationships with clients, vendors, and carriers to improve client retention.
• Identify gaps in coverage and consult leadership or producer on options to advise the client.
• Manage the renewal process for all assigned and prospective clients, including ordering updated loss information, obtaining updated information, handling renewal applications, renewal marketing, account rounding, reviewing and negotiating the renewal pricing, and preparing the renewal proposal and binders.
• Manage the review of internal compliance and client disclosure requirements, policies, endorsements, and certificates to ensure alignment with client expectations and legal requirements.
• Aid in growing the assigned book of business through account rounding and referrals.
• Document renewal, sales, and insurance operations compliance documents into the sales management database.
• Attend internal and client meetings, as needed.
• Follow agency guidelines, policies, and procedures.

Requirements

• Licenses & Certifications:
  • Insurance Producer license in good standing (authorities in states needed to service the assigned book of business)
  • Professional Designation specific to area of specialty (e.g., ARM, CIC, RPLU) (Preferred)
• Skills & Experience:
  • Knowledge of insurance coverages, contracts, and state regulations where business is conducted.
  • Proficient knowledge in Microsoft Windows environment, including but not limited to Word, Excel, PowerPoint, and Publisher.
  • Able to create, edit, and merge letters, spreadsheets, labels, etc.
  • Proficient knowledge of using office equipment (including but not limited to copy machines, printers, faxes, binding machine, etc.).
  • 4+ years’ experience in the insurance industry.
  • College Degree in a business-related field. (Preferred)

Qualifications

• Self-starter and committed to doing what is best for our customers.
• Team player with excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and manage multiple tasks simultaneously.

Skills

• Knowledge of insurance coverages, contracts, and state regulations.
• Proficient in Microsoft Office Suite.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.
• Ability to work independently and manage multiple tasks simultaneously.

Benefits

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Paid Time Off, Holidays, Preferred Partner Discounts and more.