Senior Commercial Lines Account Manager / Account Executive

Job Description

Senior Commercial Lines Account Manager / Account Executive

Job Summary

Are you an experienced professional looking for an engaging and rewarding opportunity within the insurance industry? If so, an established agency is seeking a Senior Commercial Lines Account Manager / Account Executive to join their team. This position plays a pivotal role in delivering unparalleled service that leaves a lasting impression. Your dedication to providing timely, consistent, and top-notch service will make a significant impact, fostering lasting relationships and driving collective success.

Responsibilities

• Take full ownership of the renewal process.


• Set expectations with clients and carriers regarding renewal deadlines.


• Handle incoming service requests from clients promptly, addressing inquiries and concerns.


• Manage the quoting process for renewal business.


• Maintain excellent communication with clients, carriers, producers, and team members in a professional and timely manner.


• Prepare comprehensive and high-quality insurance submissions to carriers on behalf of clients or prospects.


• Review and analyze carrier quotations to identify the most suitable options for clients' insurance needs.


• Create professional and accurate insurance proposals for client presentations.


• Review endorsements for accuracy and compliance with clients' insurance requirements.


• Perform thorough contract reviews to identify insurance requirements and ensure compliance.


• Assist clients during premium audits and handle disputes if necessary.


• Verify the accuracy of newly issued policies before delivering them to clients.


• Develop and nurture strong relationships with key clients and insurance carriers through regular communication via phone, email, and in-person meetings.


• Address client inquiries related to administration, billing, claims, and other service-related issues promptly and professionally.


• Continuously identify cross-sell opportunities within existing client accounts.


• Proactively suggest new lines of coverage to clients, tailoring recommendations to their specific needs.


• Market client accounts, prepare marketing information, gather necessary data for client presentations, and present marketing options to clients.


• Complete the implementation process for policies, ensuring all required forms are prepared and delivered to clients.


• Stay up to date with industry trends, maintain relevant certifications, and complete assigned training.


• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.


• Serve as a mentor to team members, offering guidance and support in their professional growth.


• Prioritize and manage workload efficiently.

Qualifications/Requirements

• Demonstrates strong verbal and written communication skills, with the ability to effectively communicate with clients, insurance carriers, and team members.


• Possesses a comprehensive understanding of various insurance products and demonstrates the ability to provide expert advice to clients.


• Exceptional client service orientation with a proactive and solutions-driven approach.


• Experience handling client inquiries, concerns, and providing timely resolutions.


• Experienced in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.


• Strong organizational and time management skills to prioritize and manage workload efficiently.


• Attention to detail in policy reviews, documentation, and client communication.


• Holds an active Property and Casualty (P&C) Insurance License.


• Required Agency Management System Experience: Applied EPIC


• Minimum of 5 years of insurance experience, with at least 1 year in commercial insurance – required.


• Holds at least one professional designation or has comparable job experience.


• Above average computer skills with the capacity to master essential software programs.

Compensation Package

• Excellent opportunities for professional growth and advancement.


• Competitive compensation: Between $85k-$95k (based on experience) + annual bonus opportunity.


• Paid time off and company holidays.


• Comprehensive benefits package, including health, dental, vision, 401(k), and more.


• Hybrid work schedule available after onsite training period.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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