Commercial Lines Account Manager

6 months ago

Wenatchee, United States The Jonus Group Full time

Job Description

Commercial Lines Account Manager

Job Summary

If you are looking to advance your career with an agency that values your expertise and dedication to exceptional client service, look no further

An established agency is seeking a Commercial Lines Account Manager that will drive account retention and growth while delivering exceptional service. Key responsibilities include managing client accounts, assessing risks, and providing top-tier insurance solutions.

Responsibilities

Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings. Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally. Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner. Create professional and accurate insurance proposals for presentation to clients. Develop concise and informative summaries for existing clients to ensure they have a clear understanding of their insurance coverage. Continuously identify cross-sell opportunities within existing client accounts. Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs. Monitor and manage the renewal process for assigned clients. Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients. Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients. Utilize the client management system to update policies, log client meetings and activities, and manage follow-ups efficiently. Coordinate relationship management meetings with assigned clients. Stay updated on industry trends, market developments, new products, and legislative changes relevant to clients' needs. Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients. Serve as a mentor to team members, offering guidance and support in their professional growth.

Qualifications/Requirements

Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members. Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients. Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction. Holds an active Property and Casualty (P&C) Insurance License. Preferred Agency Management System Experience: Applied EPIC 3-5+ years of relevant insurance industry experience preferred. Previous experience in commercial lines insurance and account management. Above average computer skills with the capacity to master essential software programs.

Compensation Package

Between $50K-$80K, depending on experience. Inclusive benefits package, including health benefits and a 401k plan with employer matching. Competitive PTO and company holidays.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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