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Account Specialist

You will manage complex accounts, ensure the highest level of service and retention, and play a vital role in the firms growth by identifying opportunities to deepen client relationships through tailored risk solutions. Identify and act on opportunities for coverage enhancements and additional lines of business across the Bickle Insurance portfolio (e.g., cyber, EPLI, umbrella).

Salary

KBSkills

ACTIVE

YEAR

As a Commercial Lines Account Manager at Bickle Insurance, you are a key client advocate and strategic advisor. You will manage complex accounts, ensure the highest level of service and retention, and play a vital role in the firms growth by identifying opportunities to deepen client relationships through tailored risk solutions. This role is both consultative and execution-focused, requiring deep technical knowledge and a commitment to delivering value beyond insurance.Compensation:$50,000 - $90,000 yearlyResponsibilities:1. Strategic Client Relationship Management<ul><li>Serve as the primary relationship lead for assigned clients, developing a deep understanding of their operations, risk profile, and strategic goals.</li><li>Conduct regular client reviews to anticipate future needs, assess coverage effectiveness, and ensure alignment with risk tolerance.</li><li>Maintain proactive, professional communication that builds trust and long-term loyalty.</li></ul>2. Insurance Consultation & Coverage Design<ul><li>Analyze client exposures and structure comprehensive insurance programs using both admitted and non-admitted markets.</li><li>Prepare and present customized insurance proposals, stewardship reports, and coverage comparisons.</li><li>Educate clients on policy language, coverage nuances, risk mitigation options, and carrier trends.</li></ul>3. Renewal Management & Policy Servicing<ul><li>Lead the renewal process, including marketing, negotiation, and policy placement.</li><li>Ensure all policy changes, endorsements, and renewals are executed accurately and in a timely manner.</li><li>Partner with internal teams to ensure all documentation, billing, and compliance requirements are met.</li></ul>4. Claims Advocacy<ul><li>Act as a client advocate during the claims process, providing strategic guidance and ensuring timely resolution.</li><li>Collaborate with claims partners and carriers to communicate updates and remove friction for the client.</li></ul>5. Growth & Cross-Sell Opportunity Development<ul><li>Identify and act on opportunities for coverage enhancements and additional lines of business across the Bickle Insurance portfolio (e.g., cyber, EPLI, umbrella).</li><li>Partner with producers and specialists to pursue cross-sell and up-sell opportunities.</li><li>Use internal tools and dashboards to track and achieve account growth targets.</li></ul>Qualifications:<ul><li>Experience: Minimum 10 years in a client-facing commercial lines role (agency or carrier-side).</li><li>Licensing: Active P&C license required; multi-state licensing preferred.</li></ul>Technical Skills:<ul><li>Expert knowledge of commercial lines products and underwriting.</li><li>ACORD form proficiency and policy review experience.</li><li>Comfortable with Salesforce (or similar CRM) and agency management systems.</li></ul>Certifications: Advanced insurance designations (e.g., CIC, CPCU, ARM) preferred.Interpersonal Skills:<ul><li>Excellent verbal and written communication.</li><li>Ability to manage high-stakes conversations with composure and confidence.</li><li>Strong analytical, organizational, and problem-solving skills.</li><li>Self-starter with a commitment to continuous learning.</li></ul>About Company <ul><li>Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirements</li><li>We offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401(k), Life and Disability Insurance, and health benefits (for eligible employees)</li><li>Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle Insurance</li><li>We always work as a team and have active coaches to support and develop your role</li></ul>
#WHINS2 Compensation details: 50000-90000 Yearly Salary PI4f94226f796d-31181-37490923

Bickle Insurance Services, LLC

Account Specialist - Marketing

salaryMin

salaryMax

payPeriod

currency

ARM (Advanced RISC Machine)

Analysis Skills

Billing Records

Claims Processing

Coaching

Cross-Selling

Customer Relations

Customer Relationship Management (CRM)

Customer Training

Financial Trend Analysis

Health Plan

Insurance

Insurance Certifications

Insurance Sales

Interpersonal Skills

Licensing

Marketing

Negotiation Skills

Organizational Skills

Presentation/Verbal Skills

Problem Solving Skills

Proposal Writing

Regulatory Compliance

Reporting Dashboards

Risk

Risk Management

Sales Management

Salesforce.com

Stewardship

Team Player

Time Management

Underwriting

Up-Selling

Writing Skills

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