Commercial Lines Account Manager

4 months ago


Wake Forest, United States Harrison Gray Search Full time

Harrison Gray Search has partnered with an award-winning, independent insurance agency in North Carolina to help them find a Commercial Lines Account Manager. This is an excellent opportunity for someone interested in long-term growth and development.


Reports to: Department Head

Office: On-Site.


Primary Role:

- Provide service and marketing expertise for assigned accounts.

- Support agency producers with placing and processing new business and renewals.

- Retain renewals through quality service.

- Contribute to agency growth through cross-selling, upselling, referrals, and obtaining testimonials.


Performance Standards:

- Achieve agency goals for client service (zero backlogs), renewal retention, new business production, and account development (cross-selling and upselling).

- Meet productivity and collection targets.

- Support producers in driving account growth.


Qualifications:

- 5+ years of experience in property casualty commercial lines, bond products, and risk management.

- Strong communication, organizational, and client relations skills.

- Property-casualty license required; college degree and industry certifications (CISR, ACSR, CIC, CPCU) preferred.

- Proficiency in agency management systems.


Duties:

- Handle all account transactions, including applications, quotations, endorsements, and billing.

- Maintain accurate client files and use the agency management system for all transactions.

- Respond promptly to client inquiries and producer needs.

- Collect and review renewal data; ensure policies meet client needs.

- Identify opportunities for cross-selling and upgrading coverages.

- Prepare proposals and recommendations to ensure client understanding.

- Participate in ongoing training and stay current with industry trends.

- Assist with special projects as needed.


Benefits:

- Retirement Savings Plan

- Comprehensive Medical Coverage

- Paid Vacation Time

- Life Insurance Coverage

- Dental Care Plan

- Vision Care Plan

- Paid Holidays

- Long-Term Disability Insurance



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