Demo

Commercial Lines Account Manager

M3 Placement
New Hartford, NY Full Time
POSTED ON 3/3/2025
AVAILABLE BEFORE 3/30/2025
Commercial Lines Account Manager Opportunity

Our client, a reputable insurance company, is seeking a skilled Commercial Lines Account Manager to join their team. The ideal candidate will have a strong background in property and casualty insurance, with a focus on building relationships with clients and providing exceptional service.

The Account Manager will be responsible for partnering with clients to understand their needs and business goals, and aligning services to meet their objectives. They will also provide technical consultation to handle coverage needs, conduct exposure analysis, and educate clients about coverage, exclusions, and exposures.

The successful candidate will have a Property and Casualty license, a Bachelor's degree, and excellent communication and problem-solving skills. They will also be proficient in MS Office and able to learn new technology.

This is a great opportunity for someone with commercial lines experience or a strong passion for building relationships with clients. Our client offers a hybrid work environment and a strong history in the community, making it an attractive choice for professionals seeking a stable and rewarding career.

Key Responsibilities:
  • Build and maintain relationships with clients to address risk and achieve business goals.
  • Provide exceptional client service through expert, timely, and consultative communication.
  • Provide technical consultation to handle coverage needs and conduct exposure analysis.
  • Inform and educate clients about coverage, exclusions, and exposures.
  • Assist with preparing proposals and applications and submit to clients and carriers.
  • Work closely with carriers to negotiate policies and coverage for clients.
  • Ensure all documentation, certificates, and endorsements are handled accurately.
  • Collaborate with team members to provide technical support and delegate tasks.
  • Assist clients in making appropriate coverage changes while educating them throughout the process.
Requirements:
  • Active Property and Casualty license.
  • Bachelor's degree or equivalent experience.
  • Demonstrated experience providing exceptional client service to commercial lines accounts within property and casualty or demonstrated experience in commercial lines property and casualty and a strong passion for building relationships with clients.
  • Excellent problem-solving skills.
  • Strong organizational skills.
  • Ability to prioritize multiple client accounts.
  • Excellent communication skills.
  • Proficiency in MS Office.
  • Ability to learn new technology.
  • Strong analytical skills and attention to detail.

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