What are the responsibilities and job description for the Commercial Lines Account Manager position at W3Global?
About The Job
Join Our Team! We're a small but fast-paced independent insurance agency looking for a dynamic, detail-oriented, and client-focused Commercial Insurance Account Manager to join our growing team. If you thrive in a collaborative environment, enjoy building client relationships, and have a passion for delivering exceptional service-this might be the perfect fit for you.
What You'll Do
Join Our Team! We're a small but fast-paced independent insurance agency looking for a dynamic, detail-oriented, and client-focused Commercial Insurance Account Manager to join our growing team. If you thrive in a collaborative environment, enjoy building client relationships, and have a passion for delivering exceptional service-this might be the perfect fit for you.
What You'll Do
- Manage a book of commercial P&C insurance accounts with accuracy and efficiency.
- Serve as the primary point of contact for clients-handling renewals, endorsements, certificates, and daily service requests.
- Build strong, lasting relationships with clients through proactive communication and expert advice.
- Work closely with producers and carriers to deliver competitive and comprehensive insurance solutions.
- Answers telephone calls from clients and inquiries about endorsement requests, cancellations, remarkets/rewrites, claims, and other service inquiries.
- Utilizes sales and customer service skills to listen effectively, build rapport, develop needs, provide solutions, and improve client policy retention.
- Stay current on industry trends, carrier appetite, and product knowledge.
- Support the team in continuous improvement efforts and agency initiatives.
- 3-5 years of insurance industry experience related to servicing commercial accounts
- Active Property & Casualty insurance license.
- Strong communication and organizational skills.
- Proficiency in agency management systems (Applied Epic a plus).
- Ability to multitask in a Fast-paced environment while maintaining attention to detail.
- A collaborative spirit with a proactive and solution-oriented mindset.
- Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)