Analysis Skills, Communication Skills, Cross-Selling, Customer Experience, Customer Relations, Customer Retention/Renewal, Dental Insurance, Detail Oriented, Health Insurance, Insurance Sales, Knowledge Base, Leadership, Marketing, Marketing Strategy, Operations Processes, Presentation/Verbal Skills, Problem Solving Skills, Process Improvement, Sales Management, Sales Strategy, Writing Skills
- Manage day-to-day service for a portfolio of commercial lines accounts including renewals, endorsements, certificates, coverage reviews, and carrier communications
- Serve as the primary point of contact for assigned clients, delivering proactive, responsive, and consultative service
- Identify coverage gaps and cross-sell opportunities; coordinate with producers on account rounding
- Prepare renewal submissions, marketing summaries, and coverage comparison analyses
- Participate in process improvement initiatives, including evaluating and implementing technology tools that improve efficiency and client experience
- Collaborate with producers and agency leadership on middle-market account strategy
- Document workflows and contribute to agency operating procedures and knowledge base
What We're Looking For- 2+ years of commercial lines account management experience (agency-side preferred)
- Active Ohio P&C license (or ability to obtain within 90 days)
- AMS360 experience a plus
- Strong written and verbal communication skills
- Problem-solver mindset: you see broken processes and want to fix them
- Comfortable with technology and eager to learn new tools
- Self-directed with high attention to detail
Benefits- Performance-based bonus
- Health and dental insurance
- 20 days PTO
- 401(k) with 3% employer match
- Hybrid schedule with flexibility
C
Criterion Executive Search
Since 1981, our mission at
Criterion Executive Search
, Inc is to ensure the ongoing success of our clients and our candidates by effectively delivering on-target performance coupled with the highest degree of professionalism in differing markets. While striving to deliver excellent consulting services, CES has become recognized as one of the nation's leading executive staffing & recruitment firms.
Whether you are an employer with executive staffing needs, or performing an executive search with a view to enhancing your career, we react swiftly in the fulfillment of your goals. Our specialized teams of Insurance Recruiters, IT Recruiters, Goverment Solutions Providers, Healthcare Recruiters, or Audit & Finance Recruiters can help assist you in locating both executive & non-executive job positions.
20 to 49 employees
Staffing/Employment Agencies