Commercial Lines Account Manager

About the role

The Account Manager is responsible for the retention and servicing needs of our clients. The ideal candidate will demonstrate a high level of professionalism, possess the ability to work well in a fast-paced environment, and have the flexibility to easily adapt to changing priorities.

Responsibilities

• Provides excellent customer service to a dedicated book of business and recommends potential enhancements and improvements to processes, products, and/or policies.
• Proactively understands the requirements and needs of a client account and multitasks in a fast-paced environment.
• Responsible for renewing, servicing, and retaining client business.
• Coordinates market selections for new and renewal business on designated accounts.
• Drives the entire customer renewal process and experience on designated accounts.
• Develops and maintains dependable working relationships with key carrier partners, underwriters, and wholesalers.
• Gathers competitive intelligence and relays it to internal parties as requested.
• Identifies and pursues cross-selling opportunities on existing accounts.
• Completes routine service requests in a timely manner, such as cross-selling new lines of business to existing customers; certificates of insurance; endorsement requests; audit questions and disputes; and billing plan changes and/or premium finance agreements.
• Makes positive contributions to customer satisfaction and constantly strives to improve service to the customer.
• Communicates in a positive manner to contribute to a cohesive, pleasant work environment.
• Protects the confidentiality of information learned by performing the duties of the position.
• Performs other responsibilities and duties as needed.

Requirements

• Bachelor’s degree preferred or equivalent education and/or experience in insurance.
• A minimum of 3-5 years of working knowledge of commercial property/casualty coverages.
• A minimum of 3-5 years of client services experience within the brokerage industry or equivalent.
• Current P&C insurance license.
• Excellent organization, communication, and negotiation skills.
• Understanding of commercial rating concepts, compliance requirements, and federal legislation.
• Ability to work with computer technology with little instruction, with proficiency in spreadsheet and word processing programs.
• Ability to prioritize heavy workloads and meet all time-sensitive deadlines.
• Proficient in Microsoft Office software.
• Demonstrated professional, tactful negotiation, and persuasion skills to achieve objectives.