Commercial Lines Insurance Account Manager

3 weeks ago

Portland, United States Sandin Insurance Group Full time

About Us:

Sandin Insurance Group is a premier insurance agency dedicated to delivering outstanding service and personalized insurance solutions to our clients. Guided by principles of integrity, innovation, and client satisfaction, we continuously aim to surpass expectations across all facets of our operations

Job Description:

The main responsibility of this role is to deliver outstanding service to our current clients while also seizing new business opportunities. As a Commercial Account Manager, you will act as the primary point of contact between our insurance company, agency, and clients. Your daily tasks will involve addressing coverage concerns, managing client accounts, and ensuring all their service needs are met promptly and effectively. You'll also play a crucial role in expanding existing client relationships.


Responsibilities:

· Build and nurture relationships with clients and team members.

· Communicate consistently, accurately, and promptly through verbal and electronic channels.

· Manage daily email and phone inquiries, ensuring timely and appropriate responses.

· Develop new business and renewal strategies, including preparing marketing specifications and submission materials, gathering underwriting information, analyzing existing coverage, and making recommendations.

· Stay informed about the current marketplace for account placement, including coverage enhancements, price negotiation, policy terms, and forms.

· Assist clients in making coverage changes, educate them about coverage details, exclusions, exposures, and audits, and maintain accurate electronic documentation.

· Order and issue binders, certificates, policies, endorsements, and related items, ensuring accuracy and timely delivery to clients.

· Review and audit policies for accuracy, facilitate corrections between clients and carriers as needed.

· Handle cancellations thoughtfully and take proactive steps to retain accounts when applicable.

· Renew and re-market accounts according to agency standards.

· Maintain accurate client files in the agency management system (AMS) and adhere to automation procedures for documentation and updates.

· Provide technical support to affiliates and insureds regarding coverage, proposals, and other related matters.

· Determine billing methods (agency or direct), invoice accordingly, and arrange financing agreements for agency bill accounts when necessary.

· Perform other duties as assigned


Qualifications:

·       Preferred hospitality insurance experience (bars, taverns & clubs), but willing to train the right person.

·       Preferred of 4+ years prior insurance experience.

·       Current P&C Brokers License.

·       Proficiency in insurance coverages with strong working knowledge of complex issues and markets.

·       Proficient computer skills particularly with Outlook, Microsoft Office, Zoom and Agency Management System (Hawksoft preferred) & Dropbox.

·       Strong interpersonal communication skills, both verbally and in writing.

·       Highly organized and skilled in multitasking, with the ability to prioritize effectively and manage workload independently. Attention to detail is a key strength.

·       Thrives in a collaborative team environment that encourages mutual support and strives to achieve collective goals.

Benefits:

Flexible work schedule with options for remote work.

Comprehensive training and ongoing support from experienced industry professionals.

Bonuses available based on overall book retention


Working Conditions:

·       Work environment indoors, sitting at a desk or standing for extended periods of time.

·       Daily use of computers, keyboard, mouse, headset, and other commonly used office equipment.

·       This position may require flexibility to work hours outside of a regular schedule.

 

How to Apply:

If you are passionate about insurance and dedicated to delivering superior service to clients, we encourage you to apply for this exciting opportunity. Please submit your resume and a cover letter outlining your qualifications and interest in the position to info@teamsandin.com.

Sandin Insurance is an equal opportunity employer committed to diversity and inclusion in the workplace. We celebrate the unique contributions of all individuals and encourage qualified candidates of all backgrounds to apply.


  • Job Type: Full-time

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