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Commercial Lines Account Manager

2 months ago


Pompano Beach, Florida, United States Bateman, gordon & sands, inc. Full time
Job Summary

**About the Role**

We are seeking a highly skilled and experienced Commercial Lines Account Manager to join our team at Bateman, Gordon & Sands, Inc. As a key member of our account management team, you will be responsible for managing a portfolio of large and complex Commercial Lines insurance accounts.

Key Responsibilities

  • Client Relationship Management
    • Develop and maintain strong, long-term relationships with key client decision-makers.
    • Monitor management and other changes within client organizations to preserve and protect our relationship with the client.
  • Account Management
    • Serve as the first point of contact for day-to-day communications for a group of designated accounts.
    • Provide proactive, personalized support to assigned high-touch, most-complex Commercial Lines clients.
  • Insurance Technical Expertise
    • Provide strong insurance technical expertise to clients and members of the Account Management and Sales Executive team.
    • Responsible for success of marketing and placement of client Commercial Lines insurance renewals.
  • Renewal Management
    • Manage client renewal expirations and avoid any lapse in coverage.
    • Complex negotiation with carriers on behalf of clients.
  • Client Support
    • Field and support questions regarding policies, endorsements, and audits as needed.
    • Champion client cross-selling initiatives and develop customer accounts.
  • Account Oversight
    • Provide account oversight and guidance when acting as a third-layer of account management on largest, most complex accounts.
    • Maintain an awareness of all large and potentially complicated claim-related matters and assist claims personnel in the negotiation of equitable claim settlements on behalf of clients.
  • Communication and Negotiation
    • Respond to underwriters' questions in a timely and professional manner.
    • Maintain a high degree of accuracy in agency management systems.

Requirements

  • 15+ years of experience in a Commercial Lines agency.
  • College degree preferred.
  • Expert understanding of Property & Casualty insurance.
  • Must hold a Property & Casualty insurance license.
  • Industry designation such as ARM, CIC, CPCU strongly preferred.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Knowledge of Sagitta / ImageRight preferred, but not required.
  • Strong communication and negotiation skills.
  • Able to work in a fast-paced, team environment with minimal instruction.
  • Keep informed about industry information, technology, and trends.