Commercial Insurance Account Manager
1 week ago
Job Summary
The Commercial Insurance Account Manager at Capstone Search Group supports client administration, marketing, and retention of middle market accounts, typically $25k in revenue and above in a range of industries. The role involves establishing solid client relationships, managing the delivery of services, and identifying important client needs and cross-selling opportunities.
Key Responsibilities
- Establish and maintain strong relationships with clients to understand their needs and provide tailored solutions
- Manage the delivery of services, including coverage, billing, and endorsements
- Identify opportunities to cross-sell and upsell services to clients
- Coordinate renewal activity, including information gathering, rate negotiations, proposal writing, and communications
Requirements
The ideal candidate will have at least three years of commercial property and casualty insurance experience in an account management capacity. They will have broad proficiency with coverages such as general liability, property, auto, and workers compensation. The candidate will also have experience handling tactical, client interfacing work to support a book of business.
What We Offer
Capstone Search Group offers a hybrid schedule with up to 2 days/week working from home. The agency provides a supportive and collaborative work environment, with opportunities for professional growth and development.
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