Commercial Insurance Account Manager

The Affinities Group • Oklahoma City, OK

1d

About The Position

The Commercial Lines Insurance Account Manager plays a crucial role in the insurance industry by maintaining and expanding relationships with clients. They are responsible for managing client accounts, understanding their insurance needs, and ensuring the delivery of top-notch insurance products and services.

Requirements

• Active P&C license
• Minimum 3 years customer service in insurance sales or account management.
• Strong understanding of insurance products, policies, and regulations.
• Excellent interpersonal and communication skills.
• Analytical and problem-solving abilities.
• Detail-oriented with strong organizational skills.
• Proficiency in insurance software and Microsoft Office Suite.

Responsibilities

• Client Relationship Management:
• Build and maintain strong, long-lasting client relationships.
• Serve as the primary point of contact between the client and the insurance agency.
• Understand commercial clients' insurance needs and provide expert advice and solutions.
• Account Management:
• Review and analyze clients' insurance policies to ensure they meet their current and evolving needs.
• Assist commercial clients in making informed decisions about their insurance coverage.
• Renew and update policies as necessary, including negotiating terms and premiums.
• New Business Development:
• Identify opportunities to cross-sell or upsell insurance products to existing commercial clients.
• Seek out and develop relationships with potential new clients.
• Prepare and present proposals, quotes, and presentations to commercial clients.
• Risk Assessment:
• Assess commercial clients' risk exposure and recommend appropriate insurance solutions.
• Stay updated on industry trends and regulations to provide accurate advice.
• Policy Administration:
• Ensure accurate and timely processing of policy documents, endorsements, and claims.
• Resolve any policy-related issues and discrepancies.
• Compliance and Documentation:
• Maintain thorough and organized records of client interactions, policies, and transactions.
• Ensure compliance with industry regulations and internal policies.
• Client Education:
• Educate commercial clients about insurance products, coverage options, and policy details.
• Provide guidance on risk management strategies.
• Team Collaboration:
• Collaborate with underwriters, claims processors, and other internal teams to address client needs.
• Communicate and coordinate effectively within the organization.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed