Commercial Lines Account Manager

Jones Insurance Agency, Inc.•Garner, NC

19d•Hybrid

About The Position

We are looking for an experienced Commercial Lines Account Manager to join our team! This role is responsible for providing “client-first” customer service to commercial insurance clients while supporting Producers with new business and renewal opportunities. The ideal candidate is an experienced insurance professional who enjoys building strong client relationships, solving problems, staying organized, and being a trusted resource for clients and our team.

Requirements

2 years insurance experience
NC Department of Insurance Property & Casualty License OR ability to obtain license within the first 30 days of employment
Ability to identify coverage needs and confidently discuss insurance solutions with clients.
Ability to use personal computer, calculator, agency automation system, and proficiency in various software programs, including but not limited to Microsoft Office (Word, Excel and Outlook) Applied EPIC, etc.
Must have excellent communication skills; written and verbal.
Must excel at being client focused and able to work independently or in a team-oriented environment.
Should have demonstrated effective presentation skills through both verbal and written communication

Nice To Haves

Self-motivated individuals with an “old-fashioned” work ethic and positive attitude.
Someone with a proven ability to support and potentially lead a team.
A quick learner who can grasp new concepts & ideas in a fast paced environment.
A client-focused professional who is able to listen, communicate, and teach technology.

Responsibilities

Manage and service a designated book of commercial insurance accounts while providing responsive, professional, and client-focused service.
Handle inbound client requests, including quotes, policy changes, coverage questions, certificates, and other service needs.
Work closely with Producers to support new business and renewal opportunities.
Gather information, complete applications, and assist with the preparation and processing of new and renewal business.
Review policies, renewals, audits, cancellations, and other account activity to ensure accuracy and timely follow-up.
Assist clients with claims, billing questions, loss control matters, and other insurance-related concerns.
Communicate regularly with clients, insurance carriers, Producers, and agency staff to resolve issues.
Maintain accurate and complete account documentation and follow established agency procedures and service standards.
Respond to client requests in a timely manner.
Maintain required insurance licensing, continuing education, and professional designations as applicable.
Performs other functions as assigned by management