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Corporate Insurance Account Specialist
2 months ago
Peak Insurance is seeking a dedicated Commercial Lines Account Manager to oversee a diverse portfolio of business accounts. The successful candidate will play a crucial role in managing client interactions, fostering essential relationships, organizing necessary documentation, assisting clients with policy inquiries, and ensuring precise data entry within our secure systems.
Benefits- Attractive Salary Commensurate with Experience
- Comprehensive Health and Dental Coverage
- Professional Development Opportunities
- Standard Monday to Friday Work Schedule
- Opportunities for Career Growth
- Retirement Plan Options
- Generous Paid Time Off
- Identify new business opportunities and renew existing accounts to secure optimal coverage and pricing.
- Facilitate the submission of renewal documents to various insurers, maintain strong relationships with underwriters, and ensure timely processing of renewals.
- Manage daily account operations including policy modifications, coverage assessments, and client communications.
- Deliver clear and comprehensive information to clients regarding their policies, rates, and any pertinent changes.
- Prepare and present materials for client meetings, showcasing professionalism and extensive product knowledge.
- Previous experience in the insurance sector
- Valid Property and Casualty license
- Experience with agency management software
- Proficiency in Microsoft Office Suite
- Excellent communication abilities