Senior Commercial Lines Account Manager - Real Estate Focus
About The Position
We specialize in insurance programs for a variety of industries including construction & development, food & beverage, life sciences & technology, manufacturing, real estate & property management, service, solar/renewable energy, and wholesale & retailers. Through our Private Client Services, we also provide specialized personal insurance solutions to affluent individuals and families. Our highly skilled Account Managers build strong professional relationships with our clients that result in a high level of business retention. These relationships are built on a solid foundation of trust and confidence in our knowledge and expertise. You will assist producers with both new and renewal business, successfully providing technical advice to handle coverage issues and needs, and conduct exposure analysis for our clients. We are interested in finding a person who shares our values and dedication to customer service.
Requirements
- Minimum of three to seven years of insurance agency experience in an account management role.
- Demonstrated ability to understand policies, coverages, forms, accounting methods, ratings, and claims procedures.
- Bachelor’s degree, professional certification, or equivalent training and education.
- Minimum 3 years of work experience in Property & Casualty and customer service.
- Exceptional written and verbal communication skills.
- Proficient in Microsoft Office including, Word, Excel, and Outlook.
- Proven ability to meet deadlines.
- Strong analytical and organizational skills.
- A P&C insurance license is essential.
Nice To Haves
- Experience managing commercial real estate accounts are preferred.
- Applied (EPIC) agency system experience is highly desirable.
- Professional designations such as CIC, CISR, CPCU, ARM, or CRM are preferred.
Responsibilities
- Assist producers with both new and renewal business.
- Provide technical advice to handle coverage issues and needs.
- Conduct exposure analysis for our clients.
- Manage medium to large size commercial accounts.
- Manage commercial real estate accounts.
- Understand policies, coverages, forms, accounting methods, ratings, and claims procedures.
- Maintain an excellent rapport with both underwriters and insureds.
Benefits
- Health
- Life
- Dental
- Vision
- PTO
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What This Job Offers
Job Type
Full-time
Career Level
Senior
