Commercial Insurance Account Manager

4 weeks ago


Metairie, United States The Jonus Group Full time
Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Benefits

  • Competitive salary: $65-75K
  • Comprehensive benefits package
  • Professional development opportunities and training.
  • Supportive and inclusive work environment.

Qualifications

  • Active P&C license
  • Strong understanding of commercial insurance products, coverages, and underwriting processes.
  • Proficient in using insurance management software and Microsoft Office Suite.
  • Prior experience in middle market commercial lines account management or related roles is preferred.

Responsibilities

  • Build strong, lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.
  • Regularly communicate with clients to assess their evolving insurance requirements and address any concerns.
  • Evaluate client insurance portfolios to identify coverage gaps, recommend enhancements, and tailor policies to fit clients' specific risks.
  • Collaborate with insurance underwriters to negotiate terms, pricing, and coverage options that align with clients' needs.
  • Prepare and present comprehensive insurance proposals and reports to clients, outlining coverage details and benefits.
  • Coordinate the renewal process by gathering necessary information, updating applications, and ensuring timely submission to underwriters.
  • Review policy documents and endorsements to verify accuracy and completeness.
  • Proactively manage policy changes, endorsements, and other administrative tasks as needed.
  • Analyze clients' businesses and industries to identify potential risks and exposures.
  • Provide risk management recommendations to clients to help mitigate potential losses and enhance their overall risk profile.
  • Act as a liaison between clients and insurance carriers during the claims process, ensuring claims are reported accurately and efficiently.
  • Monitor the progress of claims and provide updates to clients, helping to expedite claim resolution.
  • Work closely with internal teams such as underwriting, claims, and risk management to deliver seamless service to clients.
  • Collaborate with colleagues to share market insights, industry trends, and best practices.
  • Identify opportunities to upsell or cross-sell additional insurance products to existing clients, contributing to account growth.
  • Ensure compliance with industry regulations and company policies.
  • Maintain accurate and up-to-date client records, documentation, and communication logs.


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