Senior Commercial Lines Account Manager

1 day ago

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

We are seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join our team at Jobot. As a key member of our finance industry team, you will be responsible for managing a diverse portfolio of commercial accounts, ensuring all client needs are met in a timely and professional manner.

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.

This is a fantastic opportunity for a seasoned Commercial Lines Account Manager to grow their career within a supportive and dynamic team. 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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