Commercial Insurance Account Manager

3 weeks ago


Houston, United States VW Insurance Full time

**Overview**
Maintains and increases existing commercial accounts by cultivating client relationships and meeting their insurance needs. Assesses insurance needs and recommends appropriate coverage to address the risks.

**Duties**
- Serves as a direct point of contact to handle client issues and concerns and provides appropriate solutions and alternatives to ensure “one call resolution.”
- Generates cross-sales, closes inbound leads, and asks for referrals to grow the agency’s client base.
- Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better.
- Maintains and grows knowledge in commercial lines of insurance.
- Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate client’s risk exposure.
- Responds to client inquiries and requests related to insurance products promptly.
- Researches and resolves complex customer service issues, making recommendations to place coverage.
- Determines client needs by analyzing current coverages and ascertaining long-term needs and potential coverage gaps.

**Education & Experience**
- Associate's Degree or equivalent from a two-year college or equivalent work experience.
- Two years of Commercial Lines experience.
- Knowledge of various rating platforms.

**Certifications**
- Must have or be able to obtain an active and valid Insurance License.



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