Commercial Lines Account Manager

3 weeks ago

Wenatchee, United States The Jonus Group Full time

Job Title: Commercial Lines Account Manager

About the Role:

The Jonus Group is seeking a highly skilled Commercial Lines Account Manager to join our team. As a key member of our agency, you will be responsible for driving account retention and growth while delivering exceptional service to our clients.

Key Responsibilities:

  • Develop and nurture strong relationships with key clients and insurance carriers through regular communication.
  • Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.
  • Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.
  • Create professional and accurate insurance proposals for presentation to clients.
  • Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage.
  • Continuously identify cross-sell opportunities within existing client accounts.
  • Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.
  • Monitor and manage the renewal process for assigned clients.
  • Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.
  • Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.
  • Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently.
  • Coordinate relationship management meetings with assigned clients.
  • Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs.
  • Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
  • Serve as a mentor to team members, offering guidance and support in their professional growth.

Qualifications/Requirements:

  • Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.
  • Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.
  • Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
  • Holds an active Property and Casualty (P&C) Insurance License.
  • Preferred Agency Management System Experience: Applied EPIC
  • 3-5+ years of relevant insurance industry experience preferred.
  • Previous experience in commercial lines insurance and account management.
  • Above average computer skills with the capacity to master essential software programs.

Compensation Package:

  • Between $50K-$80K, depending on experience.
  • Inclusive benefits package, including health benefits and a 401k plan with employer matching.
  • Competitive PTO and company holidays.

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