Description

The Commercial Lines/Business Insurance Account Manager will be responsible for assisting customers in identifying their needs, determining the insurance options that provide the best value for their business and then growing and maintaining the relationship over time. This position requires proactive sales and service including cross-selling additional services to round out relationships. The schedule for this position is: M-TH 8am-4:30pm; F 8am-4pm. In-person or hybrid.

What You'll Be Doing

Key Responsibilities:

Informs and educates clients about policy coverage, changes, exclusions and insurance needs
Pre-qualifies and analyzes prospective business clients according to agency standards
Prepares, completes and submit applications to carriers; develop summaries, proposals and provide technical support in coordination with Producer(s); and responsible for follow-up with carriers and clients
Reviews policies and all documentation for accuracy and quality standards
Assists clients with coverage changes, certificate requests, binders and endorsements; uses each contact as an opportunity to review needs and cross-sell appropriate services
Responsible for existing client account review and renewal process including client contact, remarketing and proposals
Actively seeks referrals from current clients and utilizes internal database to generate new businesses
Cross-sells additional business services and refers clients to personal and financial services teams
Manages non-renewals and cancellation requests in order to retain business where appropriate
Keeps informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance

Requirements

What We're Looking For

Skills & Qualifications:

Strong customer service focus with a highly professional attitude and approach to business
Full knowledge of business insurance markets and products including rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned client and prospect lists
Excellent computer skills with knowledge of agency management software and insurance rating software; proficient in Microsoft Suite office software; working knowledge of Applied EPIC agency management system a plus
Must possess strong verbal and written communication and organizational skills
Must have the ability to handle multiple and changing priorities in a fast-paced team environment
In-depth knowledge of current computer system functions, input procedures, codes and how to perform technical tasks to expedite client service

Education & Experience:

3+ years experience as Commercial Lines Account Manager
Property & Casualty (P&C) license required
High School diploma required
College degree desirable
Bilingual ability is considered a strong plus

What We Offer

Salary Range: The expected hiring range for this role is: $65k-$85k per year, depending on experience, qualifications, and relevant skills.

Benefits You'll Enjoy:

We believe in supporting our team both professionally and personally. Our comprehensive benefits package includes:

Medical, dental, vision
HRA plan pays significant portion of medical deductible
company paid life/STD/LTD
401(k) with company match
Paid vacation, sick, floating holiday
Educational support for licensing and professional development
Early 4pm close on Fridays
Monthly office lunches
Access to additional voluntary benefits

Care to know what is important to us and drives our success? Check out our Join Our Team video on YouTube!

https://www.youtube.com/watch?v=3HXpLFJ6RTo

Learn more about this Employer on their Career Site