Commercial Lines Account Manager
About The Position
We are looking for a proactive and customer-focused Commercial Lines Account Manager to serve as the primary point of contact for our clients. This position is responsible for supporting the sales team with the evaluation and management of commercial accounts and providing quality service to our clients. The Commercial Lines Account Manager position requires a combination of strategic thinking, excellent communication skills, and a passion for delivering exceptional service. This position provides a fantastic opportunity for growth and the ability to impact the direction of the company through changes in processes and procedures, efficiencies, and strategic initiatives.
Requirements
- A combination of education and experience generally attained through a high school degree, bachelor’s degree, and a minimum of 3 years in the commercial insurance service
- Active property & casualty insurance license, or willing to obtain one
- Excellent oral and written communication skills
- Strong attention to detail with excellent organizational skills, demonstrating ability to prioritize tasks effectively
- Self-starter who takes initiative to identify problems and lead by example
- Ability to work in a fast-paced environment
- Proficiency in CRM software and Microsoft Office suite
Nice To Haves
- Knowledge of AMS360 and ImageRight are a plus, but not required
Responsibilities
- Develop and maintain strong relationships with clients through advising and responding to all correspondence in a quick and accurate manner
- Includes answering questions regarding all lines of coverage, and assisting with plan and/or carrier changes, claims, and billing
- Service commercial lines accounts as assigned in accordance with company policies, procedures, and service standards
- Collaborate with Risk Advisors and Commercial Processing team to determine and meet client goals
- Support Risk Advisors by exercising independent judgment and discretion to:
- Analyze markets for competitive pricing and develop insurance solutions for current clients
- Review carrier quotes, look for gaps in coverage, prepare proposals, and maintain client applications
- Communicate and educate clients on policies as needed
- Receive and process new business, renewals, and cancellations
- Ensure maximum client retention and generation through relationship building
- Manage large volumes of account support items regularly
- Schedule, attend, and participate in commercial lines meetings, trainings, and classes
- Develop and maintain positive and effective relationships with partner insurance carriers
- Promote value-added services available through North Risk Partners (i.e., professional counseling, webinars/seminars, communications, tools, and more)
- Strive to return phone calls, messages, and emails on the same business day
- Enter activity and other relevant information accurately into the company's software system(s) in accordance with company procedures
- Follow all federal and state regulations, and best practices for avoiding errors and omissions
- Continue professional development; obtain and maintain licensing and designations
- Stay up to date on industry trends and best practices
Benefits
- We offer a comprehensive benefits package, including health, dental, vision, short-term and long-term disability, life, long-term care, 401(k) plan, and more.
- #oneTEAM members receive continuing professional education and development, volunteer time off, paid time off, paid holidays, and hybrid work opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
251-500 employees
