Account Manager, Large Commercial Lines

Smith Brothers Insurance, LLC•Glastonbury, CT

21h•$63,600 - $83,300•Onsite

About The Position

As an Account Manager, Large Commercial Lines, you will handle mid-to-large commercial accounts including complex accounts over $35k in revenue. We are seeking individuals with a minimum of 3+ years of Property and Casualty experience who are actively looking to develop in their career. This full-time role follows an in-office schedule, with an expectation of working on-site in Glastonbury, CT, with limited flexibility as needed.

Requirements

Minimum of 3 + years of experience as an account manager in mid-market commercial lines insurance preferred.
P & C license required.
Ability to maintain confidentiality of client and company information and adhere to all personal and financial data privacy protocols.
Work independently in a fast-paced environment, able to make independent decisions, research/analyze problems and develop solutions that will provide outstanding customer experience and support our team goals.
Effective client service skills and an understanding of how to utilize resources to meet internal and external client expectations.
Ability to plan and organize effectively and manage multiple priorities; meet deadlines, attention to details.
Commitment to continuous process improvement to drive productivity and performance for our team and our clients.
Strong work ethic and a tolerance for ambiguity.
Professional and effective communication skills supporting outstanding customer service both internally and externally.
Keep current with continuing education requirements and maintain knowledge of changing industry standards, products, carriers, etc. in order to stay relevant in the insurance marketplace.
Comfortable communicating with all stakeholders at various levels.
Organized and self-directed, able to prioritize, meet deadlines, and maintain consistent pipeline activity.
Team-oriented, collaborative, accountable, and willing to share knowledge and best practices.
Stay relevant/ahead on industry insights.
Flexibility and willingness to take on additional work and projects assigned.
Strong MS Office skills, experience with agency management systems, and carrier platforms.
Proficient with AI tools, AI assisted workflows, and ability to learn new/future technologies and tools.
Committed to continuous learning and professional development.
Self-motivated, strong work ethic, adaptable, stress tolerance to overcome hurdles.
Team player who consistently defaults to good.
Must be authorized to work in the United States on a full-time basis without Company sponsorship.

Nice To Haves

Experience in Applied EPIC preferred.
Professional designations preferred.
Associate or bachelor’s degree preferred.

Responsibilities

Nurture client relationships and manage all aspects of the daily service of their commercial insurance policies: Binders, certificates, policies, endorsements, audits, claims, loss prevention programs, summaries of insurance, schedules, and proposals.
Together with the Risk Advisor, the Account Manager engages in the renewal strategy, has discussions with Underwriters, evaluates quotes and prepares proposals and other documentation to provide to the client, ensuring the best possible solutions are delivered to clients in high quality and timely manner.
Work independently to inform and educate, answer questions, resolve issues, and make decisions regarding the need for coverage enhancements and modifications.
Utilize agency management system, Applied Epic, for daily activities, documentation and client communication ensuring relevant data and information is properly managed.
Interpret policy language, identify risks and exposures to loss, and recommend appropriate coverages in coordination with the Risk Advisor.
Follow department and company defined processes, procedures, and workflows, within specified timelines, to drive consistency and efficiency, with a focus on client experience.
As a member of a 20-person department, be a team player supporting others, mentoring and providing back up client coverage for other Account Managers.
Utilize the agency management system for daily activities, documentation, and assigned tasks.
Engage in ongoing professional development and training to strengthen skills, knowledge, and effectiveness.
Ensure compliance with agency processes, confidentiality standards, and quality metrics.
Work on projects and other work as assigned.
Effectively use MS Office, standard office applications, and other technologies.
Skillfully use AI tools (Copilot, ChatGPT, etc.) to aid work and efficiency.
Demonstrate alignment with our purpose, values, and culture.