What are the responsibilities and job description for the Licensed Commercial Lines Account Manager position at Klinger Insurance Group?
We are seeking a licensed Commercial Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you!
Why Join Klinger Insurance Group?
At Klinger Insurance Group, weve been proudly serving our clients since 1993. As a well-established and trusted company, we offer a competitive salary, comprehensive benefits, professional growth opportunities, and a supportive work environment.
We value our team and foster a culture of collaboration, respect, and recognition. At Klinger Insurance Group, youre not just an employeeyoure part of a family that cares about your success.
Come grow with uswe love our team, and we know you will too!
Benefits
Annual Base Salary Commission Bonus Opportunities
Paid Time Off (PTO)
Mon-Fri Schedule
Evenings Off
Career Growth Opportunities
Health Insurance
Dental Insurance
Life Insurance
Hands on Training
Retirement Plan
Costco Membership
Job Stability in a Growing Industry
Bonuses based on performance
Responsibilities
The primary responsibility of this position is to provide top-notch service to clients while also cross-selling and account-rounding within the existing book of business. The Account Manager (AM) will serve as the insurance company's primary point of contact with the designated accounts. In collaboration with Producers and / or Account Executives, the AM will manage and control client relationships. Contract analysis, coverage and exposure analysis, endorsement activity, routine coverage, billing questions, problem-solving, renewal control, quote / proposal preparation, binding coverage, claim reporting, and follow-up will be part of daily client servicing. As needed, the AM will assist the Producer(s) with the above functions.
- Client retention is the number one priority
- Upselling and Cross-selling to existing clients
- Quote follow-up and writing new business
- Complete monthly production logs
- Provide clients with consistent, accurate, timely, and relevant communication.
- Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
- Maintain constructive and effective client relationships by meeting and exceeding expectations.
- Resolve any service issues or questions.
- Inform and educate clients about coverage, exclusions, and exposures, and maintain appropriate electronic files.
- Respond to client needs by accurately and on time providing / producing binders, certificates, policies, auto id cards, proof of insurance, and other related items.
- Monitor and review client satisfaction.
- Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
- Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
- Follow established agency procedures for effective utilization of the agency management system.
- Take advantage of opportunities for personal and professional development such as continuing education, professional designations, and in-house training.
- The Account Manager will collaborate with Producers on strategic account issues and potential problems as needed.
Requirement
Skills needed :
Salary : $55,000 - $65,000
