This is a full-time hybrid role for an Associate Commercial Lines Account Manager. You will be responsible for building and maintaining relationships with clients, providing exceptional customer service, conducting research on insurance products and markets, and negotiating policies that meet clients' needs. You will also be responsible for sales activities and working closely with underwriters to ensure coverage and pricing for clients.
Paid Time Off (PTO)
Health Insurance
Dental Insurance
Vision Insurance
Mon-Fri Schedule
Life Insurance
Retirement Plan
Career Growth Opportunities
Responsibilities
Accountable for the client relationship, account retention, and developing a comprehensive and competitive insurance program.
Work independently to inform and educate clients on policy changes, exclusions, insurance coverages, and insurance industry trends.
Respond to client and insurance carrier requests within agreed upon timeframes.
Manage renewal workflow for assigned book of business, avoiding any lapse in coverage.
Work with Producer and/or Marketing Account Executive to monitor and manage the renewal process for assigned clients. Provide analysis and recommendation of coverage needs to present to client.
Negotiate renewal and/or new line of coverage with knowledge of carrier underwriting guidelines.
Prepare proposals and summaries of insurance, as needed.
Assist clients with claims reporting.
Adhere to companys credit and collection policy in invoicing and pursuing prompt payments. Request cancellations in accordance with company standards.
Manage client account in accordance with guidelines and key performance indicators.
Keep current on industry information, technology, and trends.
2 years of experience in a Commercial Property & Casualty insurance agency.
College degree preferred.
Must hold or be willing to earn Property and Casualty insurance license.
Hold an industry designation or be willing to further industry knowledge through courses.
Knowledge of AMS360 preferred.
Strong written, verbal, and interpersonal communication skills.
Comfortable with internet-based programs and Microsoft Office products.
Ability to work in a fast-paced, team environment with minimal instruction and a high degree of accuracy.
Training, Sales, and Customer Service skills
Experience in the insurance industry or a related field.
Research and analysis skills.
Excellent communication and negotiation skills
Ability to work independently and as part of a team.
Licenses, such as a Property and Casualty license, are preferred.