Commercial Lines Account Manager

6 days ago

Highland Lake, United States Marshall & Sterling Full time
Job Summary

We are seeking a highly skilled Account Manager to join our team at Marshall & Sterling. As an Account Manager, you will be responsible for managing independently designated accounts and/or Sales Executive's book of business.

Key Responsibilities
  • Provide high-level support in obtaining, maintaining, expanding, and servicing clients.
  • Manage service timelines for designated accounts and/or Sales Executive's accounts as established by agency and Sales Executive.
  • Proactively contact clients to set up appointments as needed for service timeline and coordinate stages of the timeline with Sales Executive and client.
  • Recommend tools and resources to mitigate risk as part of the service timeline and needs of our clients.
  • Proactively recommend coverage options and supplemental policies to mitigate risk.
  • Be proficient with all value-added tools and resources.
  • Manage the renewal process as established by the agency.
  • Review all applications, policies, endorsements, and audits for accuracy with Customer Service Representative and Sales Executive (if applicable).
  • Review comparisons and quotations for renewals.
  • Make individual policy placement decisions based on the needs of the customer, our agency, and the companies we represent.
  • Prepare account summaries as required.
  • Deliver policies and related documents to insured as needed.
  • Keep current on rates, forms and coverage changes through circulars, bulletins, trade publications, seminars and schools offered.
  • Keep Sales Executives and management fully informed of all-important activities on their perspective accounts (if applicable).
  • Round out accounts through quotation of lines not currently written through our agency.
  • Refer clients and prospects to other divisions of Marshall & Sterling.
  • Collect premiums per established agency procedures.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Adhere to established employee manual policies and guidelines.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • Perform other duties and projects as assigned.
Requirements
  • College degree preferred, high school diploma or equivalent required.
  • Pursuing or already have an insurance related designation.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Knowledge of commercial insurance and products is essential.
  • Appropriate state insurance licenses and continuing education required.
  • Five years of commercial lines customer service and/or sales experience.
  • Desire for commission-based compensation.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.
  • Valid driver's license and acceptable driving record.

  • Account Manager

    6 days ago

    Highland Lake, United States Marshall & Sterling Full time

    Job SummaryWe are seeking a highly skilled and experienced Account Manager to join our team at Marshall & Sterling. As an Account Manager, you will be responsible for managing a portfolio of large commercial lines accounts, providing exceptional customer service, and driving business growth.Key ResponsibilitiesManage a portfolio of large commercial lines...

  • Commercial Lines Account Manager

    4 days ago

    Lake Charles, United States World Insurance Associates, LLC. Full time

    Job DescriptionJob DescriptionSummaryWorld Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. ...

  • Commercial Lines Account Manager

    3 days ago

    Lake Mary, Florida, United States AssuredPartners Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Lines Account Manager to join our team at AssuredPartners. As a key member of our Commercial Lines department, you will be responsible for delivering exceptional risk management solutions to our growing client base.Key ResponsibilitiesClient Support: Maintain accurate client information...

  • Commercial Lines Account Manager

    4 days ago

    Crystal Lake, Illinois, United States Gpac Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Lines Account Manager to join our team at GPAC. As a key member of our organization, you will play a pivotal role in shaping the future of our agency.Key ResponsibilitiesClient Portfolio Management: Manage a select portfolio of high-end Commercial Lines clients, providing exceptional...

  • Commercial Lines Account Manager

    3 months ago

    Lake Mary, United States AssuredPartners Full time

    Overview As experts in protecting what matters most to businesses and individuals, we're looking to bring on our next Account Manager to support our Commercial Lines department and deliver exceptional risk management solutions to our growing client base. Our Account Manager will partner with our sales team to facilitate day-to-day management of...

  • Commercial Insurance Account Manager

    3 months ago

    West Lake Hills, United States Express Employment Professionals Full time

    Job DescriptionJob DescriptionOur client near West Lake Hills, TX is looking to add a Commercial Lines Account Manager to handle their small accounts under $40K in premiums. The ideal candidate will work well in a family-oriented environment, is independent thinking, is a team player, has compassion and care for clients, is patient and is task driven. This...

  • Commercial Lines Producer

    3 months ago

    Rice Lake, United States Marsh Insurance Services, Inc. Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingOpportunity for advancementProfit sharing We are seeking an experienced and results-driven Commercial Lines Producer at Marsh Insurance Services, Inc. to seamlessly transition and grow an existing producer's book of business. The Commercial Lines Producer will be responsible for maintaining strong...

  • Insurance Account Manager for Commercial Clients

    1 week ago

    Salt Lake, Utah, United States APR Full time

    Are you a seasoned insurance expert seeking a fresh challenge? Join our reputable Independent Agency as a Commercial Lines Account Manager. In this role, you will oversee a varied portfolio of commercial accounts while fostering robust relationships with clients and insurance providers. If you possess a P&C License and have a comprehensive understanding of...

  • Account Manager

    2 weeks ago

    Salt Lake City, United States Midwest Commercial Interiors- Utah Full time

    Midwest Commercial Interiors (MWCI) is a leading commercial contract furniture dealer and interior design firm. MWCI specializes in larger scale projects in healthcare, government, k-12 education, higher education, corporate and institutional contract clients. We are seeking an ambitious and team-oriented Account Manager to join our amazing team in Salt...

  • Account Manager

    2 weeks ago

    Salt Lake City, United States Midwest Commercial Interiors- Utah Full time

    Midwest Commercial Interiors (MWCI) is a leading commercial contract furniture dealer and interior design firm. MWCI specializes in larger scale projects in healthcare, government, k-12 education, higher education, corporate and institutional contract clients. We are seeking an ambitious and team-oriented Account Manager to join our amazing team in Salt...

  • Account Manaager

    1 month ago

    Spring Lake, United States Management Business Solutions Full time

    Job DescriptionJob DescriptionKoop & Burr Insurance has entrusted Management Business Solutions as a strategic recruitment partner in their pursuit of a Commercial Lines Insurance Account Manager to join their offices in Holland, MI. Aligned with Koop and Burr Insurance’s robust talent strategies, we have meticulously structured our processes to adeptly...

  • Account Manager

    3 months ago

    Salt Lake City, United States Midwest Commercial Interiors- Utah Full time

    Job DescriptionJob DescriptionSalary: 60000Midwest Commercial Interiors (MWCI) is a leading commercial contract furniture dealer and interior design firm.  MWCI specializes in larger scale projects in healthcare, government, k-12 education, higher education, corporate and institutional contract clients.   We are seeking an ambitious and team-oriented...

  • Commercial HVAC Operations Manager

    1 week ago

    Salt Lake, Utah, United States Commercial Mechanical Inc Full time

    Company Overview:Commercial Mechanical Inc. is a well-established HVAC service provider known for its commitment to quality and customer satisfaction.Position Summary:We are seeking a skilled and experienced Commercial HVAC Operations Manager to oversee our service department in Salt Lake City. This role is integral to our operations and offers a...

  • Senior Commercial Lines Auditor

    1 week ago

    Lake Oswego, United States 020 Travelers Indemnity Co Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Premium Auditor to join our team at 020 Travelers Indemnity Co. As a key member of our commercial lines team, you will be responsible for conducting thorough audits on commercial lines policies to ensure accurate classifications and premium determination.Key ResponsibilitiesConduct audits on...

  • HVAC Commercial Service Manager

    2 weeks ago

    Salt Lake City, United States Commercial Mechanical Inc Full time

    Commercial Mechanical, an established and respected HVAC Service Contractor is looking for an experienced Commercial HVAC Service Manager to join our Salt Lake City team. This is a career position with full benefits and a retirement package. The Service Manager will manage the commercial HVAC service operations of the company. This includes overseeing the...

  • Commercial Insurance Account Executive

    2 weeks ago

    Salt Lake, Utah, United States APR Full time

    Are you a seasoned insurance expert seeking a fresh challenge? Join our esteemed Independent Agency as a Commercial Lines Account Manager. In this pivotal role, you will oversee a varied portfolio of business accounts while fostering robust relationships with clients and insurance providers. If you possess a P&C License and have in-depth knowledge of...

  • Truck Driver

    3 days ago

    Salt Lake City, United States Oak Harbor Freight Lines Full time

    Job SummaryOak Harbor Freight Lines is seeking a skilled Truck Driver to join our team of local and regional line drivers. As a key member of our team, you will be responsible for safely and efficiently transporting goods between terminals or meet points.ResponsibilitiesSafely Operate Tractor Trailer Combinations: Ensure the safe transportation of goods by...

  • General Ledger Accountant

    1 month ago

    West Lake Hills, United States B3 Commercial Management Llc Full time

    Job DescriptionJob DescriptionWe are looking for a General Ledger Accountant to oversee the accounting team! You will be responsible for preparing and analyzing financial records for our company and 20 assets.Responsibilities:Prepare monthly financial reports – prepare monthly journal entries, financial statement preparation, and bank...

  • Technical Sales Training Program

    4 weeks ago

    Salt Lake City, United States Commercial HVAC Americas Full time

    At Trane TechnologiesTM  and through our businesses including Trane® and Thermo King®, we create innovative climate solutions for buildings, homes, and transportation that challenge what’s possible for a sustainable world. We're a team that dares to look at the world's challenges and see impactful possibilities. We believe in a better future when we...

  • Strategic Accounts Manager

    2 days ago

    Highland, United States Stellar IT Solutions LLC Full time

    **Job Title:** Strategic Accounts Manager**Job Type:** Full-Time**About the Role:**We are seeking a highly skilled Strategic Accounts Manager to join our team at Stellar IT Solutions LLC. As a key member of our sales team, you will be responsible for driving sales growth and expanding our customer base in the genset market.**Key Responsibilities:**Develop...