Demo

Commercial Lines Account Manager - Construction

The Jonus Group
Fort Myers, FL Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 3/21/2025
Responsibilities

Job Description

  • Manage a portfolio of commercial insurance accounts within the construction industry,
  • Develop and maintain strong client relationships through proactive communication and exceptional customer service
  • Assess clients' insurance needs, provide risk management advice, and recommend appropriate coverage options
  • Prepare and present insurance proposals, negotiate terms, and finalize policy placements
  • Collaborate with underwriters and carriers to obtain quotes and bind coverage for clients
  • Stay informed about industry trends, regulatory changes, and new insurance products to provide expert guidance to clients
  • Work closely with the sales team to identify cross-selling and upselling opportunities within the existing client base
  • Ensure all client files and documentation are accurate, up to date, and in compliance with company standards and legal requirements

Qualifications

  • Bachelor's degree in Business, Finance, or a related field (or equivalent work experience)
  • 5 years of experience in commercial insurance account management, with a focus on construction or contracting clients
  • Strong knowledge of commercial insurance products, coverages, and underwriting processes
  • Proven track record of building and maintaining client relationships, and achieving retention and growth targets
  • Excellent communication, negotiation, and presentation skills
  • Proficiency in insurance agency management systems and Microsoft Office Suite
  • Insurance designations such as CIC, CRM, or CPCU are preferred
  • A valid insurance license in the state of employment is required

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