Commercial Lines Account Manager, Select

About the role

Manage and coordinate all service activities for commercial lines clients with $5,000 in revenue or below. Serve as the primary contact responsible for developing and maintaining strong client relationships, executing marketing initiatives, analyzing options, presenting recommendations, and implementing insurance programs. Maintain 92% or above retention on the assigned book of business.

Responsibilities

• Accountable for client relationships, account retention, and developing comprehensive and competitive insurance programs.
• Work independently to inform and educate clients on policy changes, exclusions, coverages, and industry trends.
• Respond to client and insurance carrier requests within agreed-upon timeframes.
• Manage renewal workflow to avoid any lapse in coverage.
• Negotiate renewals and/or new lines of coverage with knowledge of carrier underwriting guidelines.
• Prepare proposals and summaries of insurance as needed.
• Assist clients with claims reporting.
• Adhere to company credit and collection policy for invoicing and pursuing prompt payments.
• Request cancellations in accordance with company standards.
• Manage client accounts in accordance with USI guidelines and key performance indicators.
• Stay current on industry information, technology, and trends.

Knowledge, Skills and Abilities

• 2 years of experience in a Commercial Property & Casualty insurance agency.
• College degree preferred.
• Must hold a Property and Casualty insurance license.
• Hold an industry designation or be willing to further industry knowledge through courses.
• Knowledge of Sagitta/ImageRight preferred.
• Strong written, verbal, and interpersonal communication skills.
• Comfortable with internet-based programs and Microsoft Office products.
• Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.