Commercial Lines Account Manager
About The Position
ReSource Pro is seeking a knowledgeable Commercial Lines Account Manager to join its service delivery team. The role serves as the main point of contact and technical expert for an assigned client book of business, coordinating with dedicated onshore and offshore service delivery teams to complete work. This includes renewing existing policies, binding new business leads, and rounding out accounts to increase revenue and ensure risks are properly insured. The Account Manager works closely with insureds to build strong customer relationships and trains junior team members on customer interactions. The position manages small commercial lines books of business, leads day-to-day customer interactions, and uses subject matter expertise to advise customers and colleagues. It also involves evaluating carrier relationships, insurance products, and market placement; providing timely customer service; researching and implementing solutions; and collaborating with coworkers and supervisors to meet client needs and team goals. This is a remote role, and candidates must reside in the U.S.
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 in 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 U.S.
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 policy renewals and binding new business leads.
- Round out accounts to increase revenue on the assigned book of business.
- Build strong customer relationships and 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.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
