Commercial Lines Account Manager
About The Position
ReSource Pro is seeking a knowledgeable Commercial Lines Insurance Account Manager to join its service delivery team. The Account Manager serves as the main point of contact and technical expert for an assigned commercial insurance client book of business. Working with dedicated onshore and offshore service delivery teams, this role supports policy renewals, binds new business leads, and rounds out accounts to increase revenue. The role also builds strong relationships with insureds and trains junior team members on customer interactions. The position manages small commercial lines books of business, supports retention and account growth, evaluates carrier relationships and insurance products, and delivers timely customer service. It involves consulting with customers and colleagues, researching and implementing client solutions, working in agency management systems, and collaborating with coworkers and supervisors to meet client needs and team goals. Candidates must reside in the United States. This is a remote position.
Requirements
- At least 5 years of Property and Casualty insurance experience or related coverage experience in a retail agency or service center.
- Active Resident Property and Casualty insurance license.
- Proficiency in Microsoft Office; Excel is required.
- Experience working with an Agency Management System.
- Ability to adapt and succeed in a team-oriented environment.
- Excellent problem-solving and customer service skills.
- Must reside in the United States.
Nice To Haves
- Industry designations such as CPCU, CIC, CISR, or ARM.
Responsibilities
- Manage small books of business for commercial lines insurance clients.
- Drive customer retention and market additional lines of coverage to grow business and properly insure risks.
- Evaluate carrier relationships, commercial insurance products, and market placement.
- Provide quality and timely service to customers and clients.
- Research, provide recommendations, and implement ReSource Pro solutions for clients.
- Work in a variety of Agency Management Systems to complete tasks.
- Lead day-to-day customer interactions.
- Use subject matter expertise to consult with customers and advise colleagues.
- Gather information about client needs and insurance solutions.
- Collaborate with coworkers and supervisors to meet client needs and contribute to internal team goals.
- Work with dedicated onshore and offshore service delivery teams to complete required work, including renewing existing policies and binding new business leads.
- Round out accounts to help increase overall revenue on the assigned book of business.
- Build strong customer relationships with insureds.
- Train junior team members on customer interactions.
Benefits
- Annual bonus eligibility.
- 100% paid employee health insurance available on Day 1.
- Medical, dental, and vision benefits available on Day 1.
- Internet stipend eligibility for remote positions.
- 401(k) with employer match, vested on Day 1.
- HSA/FSA available.
- Employer-provided long-term and short-term disability.
- Generous PTO plan with paid holidays and floating holidays.
- Development and growth opportunities.
- Comprehensive wellness program and prioritization of employee health.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
