Commercial Lines Administrator

About the role

Seeking a dedicated and experienced Account Manager to join a dynamic team at a well-established insurance agency. This role offers an opportunity to work with a diverse portfolio of accounts, providing exceptional service and support to valued clients. The ideal candidate will bring a strong background in insurance, a customer-focused mindset, and the ability to manage multiple priorities effectively.

Responsibilities

• Manage a portfolio of accounts, ensuring timely and accurate service delivery.
• Handle quoting for new and renewal business, maintaining a high level of accuracy and efficiency.
• Collaborate with internal teams to address client needs and resolve issues promptly.
• Maintain detailed records of client interactions and policy information using agency management software.
• Provide proactive communication to clients regarding policy updates, renewals, and other relevant information.
• Support the agency’s growth by identifying opportunities to cross-sell or upsell additional lines of coverage.
• Ensure compliance with all regulatory and company standards.

Requirements

• Active insurance license required (state-specific).
• Minimum of 3-5 years of experience in an account management role within the insurance industry.
• Proficiency in agency management software and Microsoft Office Suite.
• Strong organizational and time-management abilities.
• Excellent communication and interpersonal skills.
• Problem-solving mindset with attention to detail.
• Ability to work independently and as part of a team.
• Adaptability to changing priorities and client needs.

Qualifications

Bachelor’s degree in Business, Finance, or a related field preferred.

Benefits

• Comprehensive benefits package, including health, dental, and vision insurance.
• Flexible work arrangements: remote, hybrid (specific days in-office), or fully in-office. Equipment provided for remote roles.
• Opportunities for ongoing training and career advancement.