Insurance Portfolio Manager
3 weeks ago
Job Overview
We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team at World Insurance Associates, LLC. This role will be instrumental in driving business growth, expanding our client base, and delivering exceptional customer service.
Key Responsibilities:
- Manage a high-volume book of commercial insurance clients, ensuring timely completion of tasks and maintaining accurate records.
- BUILD STRONG RELATIONSHIPS WITH CLIENTS through proactive communication, advocacy, and professional service.
- Handle renewals, service requests, claims, billing, and new policies with efficiency and accuracy.
- Stay up-to-date with market trends, underwriting guidelines, and submission procedures to provide expert advice to clients.
- Review applications, policies, endorsements, and audits for precision.
- Coordinate expiration lists with department managers to obtain renewal business information.
Requirements:
- A bachelor's degree or equivalent work experience is preferred.
- At least three years of commercial account management experience is required.
- A Property & Casualty License is necessary.
- A valid driver's license and insurance are also required.
- Strong administrative and computing skills, including Microsoft Office (Word, Excel, and PowerPoint), are essential.
- Experience with Applied/Epic or similar agency management software is preferred.
- The ability to work independently and collaborate effectively with team members is crucial.
- Self-motivation and a strong sense of urgency are necessary to meet deadlines.
- Effective written and verbal communication skills, including the ability to actively listen and problem-solve, are vital.
- The ability to multitask, prioritize, and maintain confidentiality is also essential.
Compensation:
The estimated salary for this position is $85,000 - $110,000 per year, based on industry standards and the level of experience required.
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