What are the responsibilities and job description for the Commercial Insurance Account Manager / Account Executive position at Southpoint Insurance Agency Inc?
Job Description
About Us
At Southpoint, we believe our employees are our most valuable asset. We make it a priority to foster a work environment where you can grow, thrive, and feel appreciated. We don't believe in micromanaging; instead, we empower and support our team members to take ownership of their roles and make meaningful contributions to our success. Our goal is to make Southpoint Insurance a place where you can enjoy your work and be proud of the impact you make.
We value work-life balance, professional development, and collaboration, and we’re committed to providing an enjoyable, rewarding, and supportive workplace for all our team members.
Position Overview
We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team. In this key role, you will manage a diverse portfolio of commercial accounts, with a focus on providing excellent service and building strong, lasting relationships with clients. The ideal candidate will have a strong understanding of commercial lines insurance products and coverage, a commitment to delivering superior service, and a passion for client success.
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Retirement Plan
Evenings Off
Paid Time Off (PTO)
Free Continuing Education
Team Lunches
Holliday Celebrations
Summer Hours
Career Growth Opportunities
Mon-Fri Schedule
Tuition Reimbursement
Responsibilities
Responsibilities
Deliver Exceptional Customer Service: Provide top-tier service to our commercial insurance clients by promptly addressing inquiries, resolving issues, and ensuring overall client satisfaction.
Manage Commercial Accounts: Oversee and manage a book of commercial insurance accounts, handling policy changes, endorsements, renewals, and other account-related activities with attention to detail and accuracy.
Collaborate with Insurance Carriers: Work closely with insurance carriers to negotiate coverage terms, manage claims, and ensure that all documentation is accurate and up to date.
Conduct Risk Assessments: Assess and evaluate client risks and exposures, offering tailored insurance solutions that align with their business needs and goals.
Stay Informed on Industry Trends: Continuously monitor industry trends, market conditions, and regulatory changes to provide clients with relevant and up-to-date information, helping them make informed decisions about their coverage.
Ensure Compliance and Accuracy: Maintain meticulous client records and documentation, ensuring compliance with insurance regulations and internal company policies and procedures.
Requirements
Qualifications
Minimum of 3 Years' Experience: At least 3 years of experience as a Commercial Account Manager or in a similar role within the insurance industry.
Comprehensive Insurance Knowledge: Strong understanding of commercial insurance products, including property, liability, workers' compensation, and other coverages, as well as underwriting guidelines.
Excellent Communication Skills: Exceptional verbal and written communication skills, with the ability to clearly explain complex insurance concepts to clients in a way that is easy to understand.
Detail-Oriented & Organized: High attention to detail, combined with strong organizational and time management skills, ensuring that tasks are completed accurately and efficiently.
Proficiency in Insurance Management Systems: Must have experience using insurance agency management software such as Applied TAM, Epic, or AMS 360 (or similar platforms).
Self-Motivated & Adaptable: Ability to work independently and efficiently in a fast-paced environment, managing multiple priorities and deadlines with a high degree of accuracy.
Salary : $65,000 - $90,000