Commercial Lines Portfolio Manager
2 weeks ago
The Commercial Lines Portfolio Manager plays a vital role in driving business growth and development at APR. This position is responsible for managing a diverse portfolio of commercial insurance accounts, ensuring high levels of customer satisfaction and nurturing relationships with key clients.
Key Responsibilities:
- Oversee and manage a book of commercial lines accounts to optimize coverage and cost ratios.
- Respond to client inquiries regarding policy and coverage promptly and professionally.
- Conduct policy reviews, recommend coverages, and prepare proposals for renewal business and/or additional lines of coverage.
- Collaborate with producers to market new business and negotiate renewals.
- Maintain strong relationships with carrier representatives and underwriters.
- Utilize agency management software and carrier online rating portals efficiently.
- Maintain accurate and detailed client and policy information within the agency management system.
- Stay informed about changes in the insurance industry and engage in continuous professional development to enhance technical knowledge and capabilities.
Qualifications:
- A minimum of 5-7 years of experience in commercial lines account management or related roles in the insurance industry.
- Property and Casualty license required.
- Preferred designations: Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), or equivalent.
- Proficiency in agency management software, preferably Applied (TAM or EPIC) or AMS360.
- Strong knowledge of various types of commercial insurance policies.
- Excellent written and verbal communication skills to effectively communicate with clients, team members, and carriers.
- Ability to manage multiple tasks, set priorities, and meet deadlines.
- Proficient with Microsoft Office Suite or related software for producing professional reports, spreadsheets, and presentations.
The estimated salary range for this position is $75,000-$90,000 per year, depending on location and qualifications.
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Altoona, Pennsylvania, United States APR Full timeJob Title: Commercial Insurance Portfolio ManagerThe APR organization is seeking a skilled Commercial Insurance Portfolio Manager to oversee a diverse portfolio of commercial insurance accounts. As the primary contact for our clients, this individual will nurture relationships by understanding client needs, providing exceptional service, and ensuring...
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