Commercial/Personal Lines Account Manager

Job Description

Commercial / Personal Lines Account Manager

Job Summary

A growing agency is seeking a dedicated Account Manager to join their team. In this position, you will play a pivotal role in providing exceptional service and ensuring clients' insurance needs are met with precision and expertise. Strong communication skills, attention to detail, and effective problem-solving abilities are essential. Join a forward-thinking agency that supports your professional development and truly values your contributions!

Responsibilities

• Handle incoming service requests from clients, addressing inquiries, and concerns promptly.
• Prepare comprehensive insurance submissions for clients or prospects, ensuring high quality and accuracy.
• Review and analyze quotations from carriers to identify suitable options for clients' insurance needs.
• Create professional and accurate insurance proposals and presentations for clients.
• Develop concise and informative summaries for clients, ensuring a clear understanding of insurance coverage.
• Review endorsements for accuracy and compliance with clients' insurance requirements.
• Assist clients during premium audits, handling disputes if necessary.
• Prepare and issue certificates of insurance as required by clients.
• Perform contract reviews to identify insurance requirements and ensure compliance.
• Prepare timely binders and invoices upon coverage binding, including securing premium financing when needed.
• Verify the accuracy of newly issued policies before delivering them to clients.
• Maintain excellent communication with clients, carriers, and team members in a professional and timely manner.
• Utilize the client management system for policy updates, client meetings, and efficient follow-ups.
• Prioritize and manage workload efficiently, demonstrating adaptability and a willingness to take on additional duties.
• Stay up-to-date with industry trends, maintain relevant certifications, and complete assigned training.
• Stay informed about underwriting requirements and authority outlined by each carrier to provide accurate information to clients.
  
  

Qualifications/Requirements

• Strong verbal and written communication skills to effectively interact with clients, carriers, and team members.
• Comprehensive understanding of various insurance products, with the ability to provide expert advice.
• Experience in building and maintaining positive client relationships, ensuring exceptional customer service and satisfaction.
• Knowledge of various insurance coverages, policies, and terms.
• Excellent written and verbal communication skills, with the ability to convey complex information clearly.
• Strong organizational and prioritization skills.
• Keen attention to detail when reviewing policies and documents.
• Ability to analyze complex insurance situations and propose effective solutions.
• Holds an active Property and Casualty (P&C) Insurance License.
• Preferred Agency Management System Experience: Epic
• 2-3 years of relevant insurance industry experience preferred.
• Previous P&C experience required.
• Previous account management experience required.
• Above average computer skills with the capacity to master essential software programs.
  
  

Compensation Package

• Excellent opportunities for professional growth and advancement.
• Competitive compensation: Between $75k-$90k (based on experience).
• Paid time off and company holidays; comprehensive benefits package; hybrid work schedule available.
• Dedicated training period.
  
  

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.