Commercial Lines Account Manager

Summary

The Account Manager is responsible for day-to-day management of their assigned book of business. The AM may collaborate with Producers (Client Executives) or works directly with clients to ensure service deliverables meet and exceed client expectations. The AM serves as the clients’ main point of contact for any business insurance service needs.

Responsibilities

• Manages and maintains assigned book of business
• Serves in an advisory capacity for clients
• Works closely Client Executives, if applicable, to manage the renewal process
• Manages day to day client issues
• Conducts needs analysis and strategy calls
• Conducts face-to-face meetings with clients, either virtually or in-person
• Affords assistance in growing the book of business through cross-sale opportunities when available
• Builts relationships with clients through proactive communications
• Communicates and educates clients on latest trends, concerns and changes in the industry
• Effectively and efficiently manages complex accounts and high-level service deliverables

Requirements

• Must be self-motivated and disciplined
• Possess excellent written and verbal communication skills
• Possess strong organizational skills
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level
• Ability to thrive in fast-paced environment

Experience

• 3+ years’ experience in account management or in a consultative role, required
• Prior experience at an agency, brokerage or underwriting role, required
• Current Property & Casualty license, required
• Thorough knowledge of Commercial Insurance products, required
• Working knowledge of all Microsoft Office products, required
• Familiarity and practical knowledge of quoting process and tools, preferred
• Bachelor’s Degree, preferred
• Experience with database applications, a plus

Pay

The typical base pay range for this role nationwide is $85,000 to $95,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Job-related expense reimbursement
• Employee perks and discounts

Equal Opportunity Employer

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.