Commercial Lines Account Manager
3 weeks ago
L. Calvin Jones & Co. is a trusted independent insurance agency serving individuals and businesses of Ohio and Western Pennsylvania, extending solutions across the continental United States.
About the Position
We are seeking a skilled Commercial Lines Account Manager to provide exceptional client support, issue resolution, team support, and administrative duties.
Responsibilities:
1. New Client Implementation (30% weight):
* Obtain accurate information from prospect/client for new business accounts.
* Collaborate with internal teams and carriers to prepare accurate quotes, proposals, and policy documents.
* Coordinate the onboarding process for new clients.
2. Sales Support (25% weight):
* Collaborate with the sales team to identify and pursue new business opportunities.
* Support sales through service, education, and effective problem solving.
* Prepare client presentation items.
3. Client Support/Issue Resolution (30% weight):
* Manage an assigned book of business.
* Address client inquiries, requests, concerns, and complaints promptly and professionally.
* Manage the renewal process for all client policies within the assigned book of business.
4. Team Support & Administrative Duties (15% weight):
* Make recommendations to sales and management.
* Assist with policy clean-up projects.
* Implement client contracts and provide support to the accounting, sales, and marketing efforts of the company.
Qualifications:
* Associate's or Bachelor's Degree desired and proven experience as an Account Manager in Commercial Lines Insurance with an Ohio Property & Casualty license.
* Excellent knowledge of commercial insurance products, policies, and regulations.
* Strong communication, problem-solving, and analytical skills.
* Ability to handle multiple tasks/projects, set priorities, and work independently in a fast-paced environment.
Benefits:
* Competitive compensation.
* Health, dental, and vision insurance.
* Disability insurance.
* 401(k).
* Paid time off and holidays.
Note:
Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies.
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