Commercial Account Manager

Commercial Insurance Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Insurance Account Manager to join a team. In this role, you will manage and service a portfolio of commercial insurance accounts, ensuring exceptional client satisfaction and seamless policy administration. As the primary point of contact for clients, you will handle a variety of responsibilities, including policy changes, coverage inquiries, and renewal processes. This is an excellent opportunity for a professional with a strong background in commercial insurance to thrive in a fast-paced and dynamic environment.

Compensation Package

• Competitive salary commensurate with experience.
• Comprehensive benefits package, including health, dental, and vision insurance.
• Paid time off and holidays.
• Opportunities for professional development and career growth.

Responsibilities

• Manage and service a book of commercial insurance accounts, from day-to-day servicing to renewal processes.
• Act as the primary contact for clients, addressing policy changes, coverage questions, certificates, billing issues, and other service needs.
• Handle accounts with significant property and general liability exposures across diverse commercial industries.
• Prepare and process renewals, endorsements, applications, binders, certificates of insurance, and other policy documentation.
• Gather updated exposure information from clients and ensure the accuracy and completeness of applications and submissions.
• Review policies, endorsements, and renewal terms for accuracy, identifying potential coverage gaps or changes in exposure.
• Collaborate with producers and internal team members to develop renewal strategies and maintain strong client relationships.
• Communicate with carrier and wholesale partners to obtain coverage information, resolve servicing issues, and assist with placement needs.
• Assist clients with property schedules, statements of values, loss information, lender requirements, and other documentation for complex accounts.
• Coordinate claims when necessary and act as an advocate between clients and insurance carriers.
• Maintain organized and accurate account documentation within the agency management system.
• Proactively follow up with clients throughout the policy term to address needs and build long-term relationships.
• Support retention efforts by providing responsive service and identifying changing client needs.
• Work efficiently in a fast-paced, growing independent agency environment while maintaining a high level of accuracy and customer service.

Qualifications/Requirements

• Proven experience in commercial insurance account management or a related role.
• Strong knowledge of commercial insurance products, including property and general liability coverage.
• Exceptional organizational skills and attention to detail.
• Excellent communication and interpersonal skills, with the ability to build and maintain strong client relationships.
• Proficiency in using agency management systems and other relevant software.
• Ability to work independently and collaboratively in a fast-paced environment.
• Strong problem-solving skills and the ability to handle complex accounts with professionalism.
• Insurance licenses as required by state regulations (or willingness to obtain them promptly).

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