What are the responsibilities and job description for the Commercial Lines Account Manager position at Harrison Gray Search & Consulting?
Job Description
Job Description
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.
Keep a pulse on the job market with advanced job matching technology.
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