Account Manager - Commercial Lines

EnsuriseBethesda, MD
Hybrid

About The Position

Ensurise is a trusted insurance and risk management firm dedicated to delivering tailored solutions and exceptional client service. We’re seeking an experienced Account Manager to join our team. This role will focus on sales and customer servicing, working closely with executives to grow the book of business across commercial lines insurance.

Requirements

  • Minimum 2 years+ Commercial Insurance Experience
  • Minimum 2 years+ account management or relationship management experience in insurance
  • Current P&C insurance license (required)
  • Experience managing and servicing middle-market commercial clients
  • Strong knowledge of Agency Management Systems (EPIC), and Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
  • Comfortable with a hybrid work schedule including at least two days in the office
  • Authorized to work in the United States
  • Strong analytical, problem-solving, and decision-making skills
  • Exceptional customer service, communication, multitasking, and organizational skills
  • Property and Casualty License (Required)

Nice To Haves

  • Spanish proficiency is a plus
  • B2B sales: 1 year (Preferred)
  • Life and Health License (Preferred)

Responsibilities

  • Manage dedicated book of insurance business.
  • Provide professional, courteous service to clients, carrier representatives, underwriters, business partners, and colleagues.
  • Lead business development for target customer and market segments.
  • Lead account rounding and cross selling efforts for assigned book of business.
  • Lead client service, marketing, and renewal processes for assigned book of business.
  • Support new business inquiries via quoting and booking new business opportunities.
  • Support servicing of client accounts as needed.
  • Stay up to date on carrier programs, compliance, regulation and other relevant industry information.
  • Meet or exceed customer service standards and client retention targets.
  • Act as liaison between clients and insurance carriers to resolve service and claims issues.
  • Troubleshoot billing and service-related issues.
  • Appropriately document conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary.
  • Ensure the accuracy of data in those systems.
  • Prepare reports for management as required.
  • Attend industry related continuing education training and courses.
  • Collaborate and support colleagues as needed.
  • Perform other duties and projects as assigned.

Benefits

  • Health insurance
  • Dental insurance
  • Vision insurance
  • Disability insurance
  • Paid time off
  • Holiday pay
  • Flexible schedule
  • 401(k) matching
  • Professional growth and career progression opportunities
  • Respectful culture and work/family life balance
  • Supportive teammates and a rewarding work environment
  • Bonus-eligible
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