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Commercial Lines Account Manager

2 months ago

Wilton, Connecticut, United States Tooher-Ferraris Agency INC Full time
Job Overview

Tooher-Ferraris Agency INC is in search of a skilled and motivated Commercial Insurance Account Executive to enhance our service delivery. The successful candidate will demonstrate a proactive approach, exceptional organizational skills, and a robust understanding of commercial insurance products.

Key Responsibilities:

  1. Manage a portfolio of commercial insurance accounts, ensuring effective client relationship management.
  2. Evaluate and assess existing client coverage, providing informed recommendations for improvements.
  3. Deliver prompt and precise responses to inquiries from clients and internal stakeholders.
  4. Prepare comprehensive client documentation, including proposals, insurance summaries, and account review comparisons.
  5. Handle the processing of renewal policies, endorsements, audits, cancellations, and related documentation.
  6. Support clients throughout the claims process, serving as the primary liaison with insurance providers.
  7. Foster strong relationships with insurance carriers and stay informed about industry developments and regulatory changes.

Qualifications:

  1. A minimum of 3 years' experience in managing commercial insurance accounts.
  2. Possession of an active Property & Casualty insurance license.
  3. Outstanding customer service abilities, with a focus on building and maintaining client relationships.
  4. Strong analytical and problem-solving capabilities.
  5. Excellent verbal and written communication skills.
  6. Proficiency in Microsoft Office Suite.
  7. Familiarity with Applied Epic and professional designations such as CIC, CRM, or CPCU is advantageous.