Commercial Lines Select Account Manager

Risk Strategies•Guilford, CT

12d•Hybrid

About The Position

We are seeking an experienced Commercial Lines Select Account Manager to join our Commercial Team. In this role, you will act as a trusted advisor to small business clients, delivering consultative guidance and best in class service. You will collaborate closely with our specialty practices and producers in a high-volume environment to ensure seamless account management and exceptional client support. This position also includes serving as a mentor to Assistant Select Specialists and supporting their growth and success. This is a hybrid role and will require 1–3 days per week in our Boston, MA; Worcester, MA; Guilford, CT; or Glastonbury, CT office. Your Impact: Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly Participating in the retention of renewal business. Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline Reviewing current policies and providing recommendations regarding placement options. Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage

Requirements

3 - 5 years’ experience of Commercial Lines client management experience (not required but highly recommended)
Valid P&C brokers’ license, college degree preferred
Proficient in insurance agency management systems, AMS 360, Work Smart or EPIC preferred
Extensive knowledge of Commercial Lines underwriting, coverage, rate analysis/procedures
Ability to clearly articulate these products/plans to clients and underwriters, including compliance and legislative information
Understanding of marketplace trends and best practices to best meet client needs
Ability to collect, interpret and/or analyze complex data and information
Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities

Nice To Haves

Industry specific designations preferred- CISR, ARM or similar

Responsibilities

Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
Leveraging commercial P&C insurance knowledge and expertise to actively service existing accounts and develop new business opportunities for a high volume, fast-paced book of business, consisting of small, commercial clients
Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in AMS accordingly
Participating in the retention of renewal business.
Interacting with producers to prepare specifications, applications, underwriting data and related information in the marketing of insurance products
Ensuring the client has continuous and proper coverage and advising the client of any recommendations within a mutually established timeline
Reviewing current policies and providing recommendations regarding placement options.
Utilizing department workflows and a network of industry contacts to determine appropriate coverage and premiums
Supporting the implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
Executing coverage analysis as needed as well as providing the client with accurate quotation for any additional coverage