Commercial Lines Account Manager (Insurance)

Comp: Base $65K-$85K dependent upon experience

Responsible for assisting Producers in maintaining and strengthening relationships with clients. Manages, directs, and monitors Account Representative activities to ensure the retention of quality business and superior customer service.

Responsibilities

  • Develops, maintains, and strengthens strong working relationships with clients, underwriters, and carrier representatives.
  • Fields and responds promptly to inquiries from client, carriers, Producers, attorneys, and accountants
  • Assumes ownership of customer concerns and feedback until the resolution is successfully accomplished
  • Attends pre‐renewal meetings and discusses renewal exposures and strategy with clients
  • Manages all new & renewal activities from start through close
  • Provides technical support to Producers to benefit clients and to reach agency’s strategic business goals
  • Prepares proposals, application, and other necessary policy records in coordination with Producers
  • Prepares summaries of insurance, schedules and proposals needed for account review
  • Reviews quotes and policies; verifies accuracy and facilitates corrections, as needed between client and carrier
  • Binds coverage within company guidelines, and updates system
  • Conducts pre‐audit analysis and meets with client and carrier personnel at audits and inspections

Required Skills

  • Minimum 2 years in the P&C industry
  • P&C license required
  • BA or BS or relevant industry experience
  • Proficient in Microsoft Office
  • Ability to work collaboratively

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