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
Numbers & Facts
Location
Medina, OH
Industry
Staffing/Employment Agencies
Company Size
20 to 49 employees
Year Founded
1981
Website
http://cesfl.com/
About Company
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.
Skills
Analysis Skillsunmatched
Communication Skillsunmatched
Cross-Sellingunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Retention/Renewalunmatched
Dental Insuranceunmatched
Detail Orientedunmatched
Health Insuranceunmatched
Insurance Salesunmatched
Knowledge Baseunmatched
Leadershipunmatched
Marketingunmatched
Marketing Strategyunmatched
Operations Processesunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Process Improvementunmatched
Sales Managementunmatched
Sales Strategyunmatched
Writing Skillsunmatched
🎯
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