Commercial Lines Insurance Account Manager

3 weeks ago


Lynchburg, United States The Workplace Advisors Full time

At The Workplace Advisors, we're dedicated to providing exceptional insurance solutions for our commercial clients. As a Commercial Lines Customer Service Representative, you'll play a vital role in maintaining strong relationships with our existing clients and growing our book of business through new client acquisition.

Key Responsibilities:

  • Client Service: Deliver highly professional and responsive service to a dedicated book of commercial accounts, ensuring their insurance needs are met and exceeded.
  • Account Renewals: Handle all in-house account renewals, including binding coverage, renewal proposals, policy accuracy checks, and invoicing.
  • Client Communication: Respond promptly and effectively to client requests, resolving complex coverage and underwriting issues.
  • Relationship Building: Support and prepare clients for renewal, maintaining strong client relationships and anticipating their needs.
  • Industry Knowledge: Stay current on industry changes and maintain continuing education to provide expert advice to clients.

Requirements:

  • Licenses and Certifications: Hold a P&C license, ACSR, AAI, or CIC professional designation.
  • Experience: Have previous customer service experience, with 2-3 years handling commercial accounts preferred.
  • Education: Possess a Bachelor's Degree or comparable work experience.
  • Skills: Be people-oriented, client-focused, and professionally assertive in developing new client relationships and servicing existing clients.


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