Commercial Property and Casualty Insurance Account Manager

R.H. Clarkson Insurance Agency•Louisville, KY

1d•Hybrid

About The Position

Independent Insurance Agency that works with consumers and businesses of all sizes to develop customized insurance programs. Our range of services includes commercial property & casualty, personal lines, employee benefits, retirement plans & investing, benefits administration, payroll administration and human resource consulting. This is a full-time, position located in Louisville, KY, for a Commercial Property and Casualty Insurance Account Manager. The Account Manager will be responsible for managing client accounts, anticipating client needs, solving problems effectively, and maintaining accurate records. Daily tasks include communicating with clients, understanding their needs, ensuring policy compliance, and fostering long-term client relationships. You will need to exhibit the interpersonal skills necessary to build and maintain strong professional relationships with clients, coworkers and management.

Requirements

Proficient with Microsoft software including Word, Excel and Outlook
Interpersonal skills necessary to build and maintain strong professional relationships with clients, coworkers and management

Nice To Haves

Proficient with Partner Platform Software preferred

Responsibilities

Provide technical support to Producer, pertaining to analyzing client needs, coverage forms and quotations
Occasionally accompany Producer to prospect and client meetings as requested
Complete and submit applications to eligible and appropriate carriers
Ensure timely receipt of quotes and policies
Process renewals according to agency procedures
Review policies for accuracy and facilitate corrections, as needed
Managing client accounts
Anticipating client needs
Solving problems effectively
Maintaining accurate records
Communicating with clients
Understanding client needs
Ensuring policy compliance
Fostering long-term client relationships