Commercial Lines Account Manager

The Jonus Group•Hallandale Beach, FL

About The Position

Seeking a highly motivated and experienced Commercial Lines Account Manager (CLAM) to join a team. This role involves managing a retail book of business, providing A-Z servicing, quoting new and renewal policies, conducting coverage gap analyses, and cross-selling/up-selling opportunities. The ideal candidate will have a strong background in commercial lines account management and a passion for delivering exceptional customer service.

Requirements

Active 2-20 or 4-40 license is required.
Minimum of 3-5 years in commercial lines account management.
Proficiency in using in-house CRM systems and Google Suite.
Strong communication, organizational, and analytical skills.
Ability to work independently and as part of a team in a relaxed yet professional environment.

Nice To Haves

Relevant certifications or training in insurance or related fields are a plus.

Responsibilities

Manage a retail book of business valued between $4M-$6M, with accounts ranging from $15K-$25K per line and some accounts up to $150K.
Provide end-to-end servicing for commercial lines accounts, including quoting new and renewal policies.
Conduct coverage gap analyses to ensure clients have optimal insurance solutions.
Identify and execute cross-selling and up-selling opportunities to enhance client portfolios.
Utilize in-house CRM systems and Google Suite for efficient account management.
Collaborate with a team of five customer success managers to ensure client satisfaction.