Senior Commercial Lines Account Manager

2 weeks ago

Chagrin Falls, Ohio, United States Jobot Full time
Job Title: Senior Commercial Lines Account Manager

We are seeking a seasoned Commercial Lines Account Manager to join our team in the Finance industry. This is a permanent position that offers an excellent opportunity to manage a diverse portfolio of commercial accounts.

Job Summary

The successful candidate will have a strong background in operations, underwriting, customer service, and account management. They will be responsible for managing all aspects of client service, including renewals, policy changes, proposals, applications, and certificates.

Key Responsibilities
  • Manage a portfolio of commercial accounts, ensuring all client needs are met in a timely and professional manner.
  • Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring client retention.
  • Review and analyze client's existing coverages, identifying gaps and making recommendations for improvements.
  • Prepare and present proposals to clients, explaining the details of coverages and benefits.
  • Process policy changes, renewals, applications, and binders in accordance with company procedures.
  • Issue certificates of insurance and manage policy documentation.
  • Collaborate with underwriting team to ensure accurate and efficient policy issuance.
  • Assist clients with claims process, acting as a liaison between clients and insurance carriers.
  • Keep up-to-date with industry trends and developments, ensuring compliance with all relevant regulations and standards.
  • Participate in regular team meetings and contribute to the continuous improvement of our operations and procedures.
Requirements
  • A minimum of 5 years of experience in a similar role within the Finance industry.
  • Proven experience in operations, underwriting, customer service, and account management.
  • Extensive knowledge of commercial coverages, procedures, and regulations.
  • Excellent interpersonal and communication skills, with a strong customer service orientation.
  • Ability to analyze complex information and make sound decisions.
  • Proficient in the use of standard office software and industry-specific systems.
  • Professional insurance designation (e.g., CIP, CRM) is an asset.
  • Experience in life and health insurance, with a strong understanding of benefits, is preferred.
About Us

We are a well-established company in the community providing financial services and full-service insurance services. We offer our clients multiple services that fit their specific needs and represent multiple companies that handle business or personal needs. We have a talented team that takes pride in servicing our customers to the best of their ability and have a stronghold in our community as a company that provides quality services.

We offer a great company culture, competitive salary, talented and tenured team, and great comprehensive benefits. If you are passionate about providing outstanding service and have a knack for managing complex commercial accounts, we would love to hear from you.

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