Commercial Lines Account Manager

About the role

Our 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 with 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
• Assists in growing the book of business through cross-sale opportunities when available
• Builds 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
• Current Property & Casualty license, required
• Thorough knowledge of Commercial Insurance products preferred
• Working knowledge of all Microsoft Office products, required

Qualifications

• Experience in an Account Management or in a consultative role preferred
• Prior experience at an agency, brokerage or underwriting role a plus
• Familiarity and practical knowledge of quoting process and tools a plus

Pay

The typical base pay range for this role nationwide is $50,000 to $70,000 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, and retirement benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses per company policy
• Employee perks and discounts