Licensed Account Manager - Commercial Lines
About The Position
The Account Manager serves as a technical resource and relationship manager for Commercial Lines clients. The role works closely with Account Analysts, Account Consultants, Risk Advisors, and insurance company partners to provide prompt, efficient, and high-quality service for designated accounts. The Account Manager supports policy renewals and account activity, evaluates coverage needs, places insurance, and handles complex client service requirements. The role also maintains accurate account documentation, develops carrier relationships, and identifies opportunities to improve the firm, business segment, and processes.
Requirements
- At least 2 years of related insurance experience or associated industry experience.
- Current 2-20 state insurance license or other state insurance license(s) required by the applicable State Department of Insurance to provide risk management consulting or risk transfer solutions where the firm operates.
- Ability to forge relationships with key insurance markets and carrier representatives.
- Strong technical knowledge of general insurance market conditions and specific insurance carrier underwriting appetites.
- Ability to analyze complex risk exposures and existing insurance coverages and develop appropriate recommendations for clients and prospects.
- Ability to work as part of a team of professionals and build relationships with other firm business segments.
- Demonstrate the firm's behavioral tenets and behavior aligned with its corporate culture.
Nice To Haves
- Bachelor’s degree preferred.
- CIC certification preferred.
Responsibilities
- Gather information and develop risk management recommendations for policy renewals; deliver renewals and/or binders as needed.
- Assist in managing policy activity for assigned accounts and refer analyst-level processing tasks to Account Analysts.
- Review existing accounts for opportunities to solicit additional lines of insurance and provide coverage proposals before renewal.
- Determine acceptability and placement, and complete applications and processing for assigned renewal accounts.
- Present renewal risks to the insurance marketplace for quoting.
- Handle complex contract requirements and client service needs that exceed Account Analyst capabilities.
- Cultivate relationships with insurance company partners and understand carrier requirements and attributes.
- Keep the management system current and document client and carrier correspondence according to established procedures so account stakeholders can access current account status and history.
- Maintain timeliness and completeness in interactions with clients, the organization, and insurance company partners to minimize potential errors and omissions claims.
- Identify opportunities to improve the firm, business segment, and processes, and bring issues and discrepancies to appropriate leadership.
Benefits
- Remote workstyle.
- Monthly bonus eligibility.
- Complete health benefits package.
- 401(k) with company matching.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
