Commercial Manager Jobs

About The Position

Requirements

• Bachelor’s degree and/or at least 5 years of commercial insurance experience, or a recognized equivalent.
• Hold and maintain the appropriate state Property and Casualty Insurance License.
• Initiate, obtain, and maintain an advanced designation such as CISR Elite, CIC, or another advanced designation.
• Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation.
• Strong understanding of accounting or strong math skills.
• Strong critical-thinking and problem-solving ability, including when answers are not readily apparent.
• Attention to detail and ability to produce outcomes with minimal errors.
• Ability to adapt to changes in direction and priorities in a fast-paced environment.
• Advanced proficiency with a variety of technology, including Microsoft Office.
• Ability to function independently and as part of a team.
• Comfort with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Nice To Haves

• Knowledge of agency management systems; Applied Epic is a plus.

Responsibilities

• Establish and maintain strong client relationships and assist client advisors with decisions about account updates and coverage for accounts of moderate complexity.
• Collaborate with client advisors to review client exposures and insurance programs and assess whether carriers offer the best fit in coverage, protection, and cost.
• Work with client advisors to market and quote accounts and prepare client proposals from risk-management and insurance perspectives.
• Provide day-to-day client service, anticipate customer needs, and respond to questions and issues in a timely manner.
• Handle initial claim reports and follow up to ensure claims progress appropriately and customer needs are met.
• Monitor carrier activities to ensure carriers fulfill their responsibilities, including policy endorsements and claims handling.
• Complete account reviews.
• Seek opportunities to round out customers’ insurance portfolios, including additional commercial and personal lines where applicable, and maintain customer records according to procedures.
• Keep customers informed about pending changes in the insurance industry that may affect their coverage.
• Complete other tasks as directed by platform management.
• Communicate with clients, team members, and carrier representatives in a timely, professional, and accurate manner.
• Maintain the confidentiality of client records and communications.
• Seek client referrals and follow through to help generate new business.
• Refer current and prospective clients to the Benefits Department and Personal Insurance for solicitation of those lines of business.
• Coach and mentor junior commercial lines team members and, as needed, lead team meetings and initiatives.
• Comply with agency standards, policies, and procedures.
• Maintain agent licensing continuing-education requirements and professional designations.
• Keep informed about industry developments, production information, coverages, and technology to improve knowledge and remain current.

Benefits

• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Fertility benefits
• Wellness resources
• Paid sick time
• Generous paid time off
• Paid holidays
• Employee Assistance Program (EAP)
• Complimentary Calm app subscription
• 401(k) plan with immediate vesting
• Health Savings Account (HSA) options
• Flexible Spending Account (FSA) options
• Commuter benefits
• Employee discount programs
• Paid maternity leave
• Paid paternity leave, including for adoptive parents
• Legal plan options
• Pet insurance coverage