Commercial Insurance Account Manager

2 weeks ago

Oklahoma City, OK, United States The Affinities Group LLC Full time
Benefits:
  • Make a meaningful impact by helping clients protect what matters most
  • Supportive and collaborative team environment
  • Opportunities for professional development and career advancement
  • No Nights
  • No Weekends
  • Internal Promotions
  • CE Credits Stipends
  • Mentorship program
  • Competitive salary and benefits package
About the Role
  • The Commercial Lines Insurance Account Manager plays a crucial role in the insurance industry by maintaining and expanding relationships with clients. They are responsible for managing client accounts, understanding their insurance needs, and ensuring the delivery of top-notch insurance products and services.
Key Responsibilities

Client Relationship Management:
  • Build and maintain strong, long-lasting client relationships.
  • Serve as the primary point of contact between the client and the insurance agency.
  • Understand commercial clients' insurance needs and provide expert advice and solutions.
Account Management:
  • Review and analyze clients' insurance policies to ensure they meet their current and evolving needs.
  • Assist commercial clients in making informed decisions about their insurance coverage.
  • Renew and update policies as necessary, including negotiating terms and premiums.
New Business Development:
  • Identify opportunities to cross-sell or upsell insurance products to existing commercial clients.
  • Seek out and develop relationships with potential new clients.
  • Prepare and present proposals, quotes, and presentations to commercial clients.
Risk Assessment:
  • Assess commercial clients' risk exposure and recommend appropriate insurance solutions.
  • Stay updated on industry trends and regulations to provide accurate advice.
Policy Administration:
  • Ensure accurate and timely processing of policy documents, endorsements, and claims.
  • Resolve any policy-related issues and discrepancies.
Compliance and Documentation:
  • Maintain thorough and organized records of client interactions, policies, and transactions.
  • Ensure compliance with industry regulations and internal policies.
Client Education:
  • Educate commercial clients about insurance products, coverage options, and policy details.
  • Provide guidance on risk management strategies.
Team Collaboration:
  • Collaborate with underwriters, claims processors, and other internal teams to address client needs.
  • Communicate and coordinate effectively within the organization.
Qualifications
  • Active P&C license
  • Minimum 3 years customer service in insurance sales or account management.
  • Strong understanding of insurance products, policies, and regulations.
  • Excellent interpersonal and communication skills.
  • Analytical and problem-solving abilities.
  • Detail-oriented with strong organizational skills.
  • Proficiency in insurance software and Microsoft Office Suite.e

If you're passionate about insurance and committed to delivering outstanding service to clients, we'd love to hear from you Join us in helping our clients protect what matters most

The TAG network of agencies is a robust alliance of independent insurance agencies that collaborates to leverage collective resources, industry expertise, and innovative solutions. Our network connects agencies with valuable partnerships, preferred carrier relationships, and technology tools that drive operational efficiency and enhanced client service. Through TAG, member agencies gain access to specialized training, shared knowledge, and a support network designed to help each agency grow and succeed in a competitive marketplace. Our mission is to empower independent agencies by fostering growth opportunities and providing unmatched industry support.

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