What are the responsibilities and job description for the Commercial Lines Account Manager position at Harrison Gray Search & Consulting?
Harrison Gray Search has partnered with an award-winning, independent insurance agency in North Carolina to help them find a Commercial Lines Account Manager. This is an excellent opportunity for someone interested in long-term growth and development.
Reports to: Department Head
Office: On-Site.
Primary Role:
- Provide service and marketing expertise for assigned accounts.
- Support agency producers with placing and processing new business and renewals.
- Retain renewals through quality service.
- Contribute to agency growth through cross-selling, upselling, referrals, and obtaining testimonials.
Performance Standards:
- Achieve agency goals for client service (zero backlogs), renewal retention, new business production, and account development (cross-selling and upselling).
- Meet productivity and collection targets.
- Support producers in driving account growth.
Qualifications:
- 5 years of experience in property casualty commercial lines, bond products, and risk management.
- Strong communication, organizational, and client relations skills.
- Property-casualty license required; college degree and industry certifications (CISR, ACSR, CIC, CPCU) preferred.
- Proficiency in agency management systems.
Duties:
- Handle all account transactions, including applications, quotations, endorsements, and billing.
- Maintain accurate client files and use the agency management system for all transactions.
- Respond promptly to client inquiries and producer needs.
- Collect and review renewal data; ensure policies meet client needs.
- Identify opportunities for cross-selling and upgrading coverages.
- Prepare proposals and recommendations to ensure client understanding.
- Participate in ongoing training and stay current with industry trends.
- Assist with special projects as needed.
Benefits:
- Retirement Savings Plan
- Comprehensive Medical Coverage
- Paid Vacation Time
- Life Insurance Coverage
- Dental Care Plan
- Vision Care Plan
- Paid Holidays
- Long-Term Disability Insurance
