Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

Benefits

Competitive salary: $75-85K
Comprehensive benefits package
Professional development opportunities and training.
Supportive and inclusive work environment.

Qualifications

Active P&C license
Strong understanding of commercial insurance products, coverages, and underwriting processes.
Proficient in using insurance management software and Microsoft Office Suite.
Prior experience in middle market commercial lines account management or related roles is preferred.

Responsibilities

Build strong, lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.
Regularly communicate with clients to assess their evolving insurance requirements and address any concerns.
Evaluate client insurance portfolios to identify coverage gaps, recommend enhancements, and tailor policies to fit clients' specific risks.
Collaborate with insurance underwriters to negotiate terms, pricing, and coverage options that align with clients' needs.
Prepare and present comprehensive insurance proposals and reports to clients, outlining coverage details and benefits.
Coordinate the renewal process by gathering necessary information, updating applications, and ensuring timely submission to underwriters.
Review policy documents and endorsements to verify accuracy and completeness.
Proactively manage policy changes, endorsements, and other administrative tasks as needed.
Analyze clients' businesses and industries to identify potential risks and exposures.
Provide risk management recommendations to clients to help mitigate potential losses and enhance their overall risk profile.
Act as a liaison between clients and insurance carriers during the claims process, ensuring claims are reported accurately and efficiently.
Monitor the progress of claims and provide updates to clients, helping to expedite claim resolution.
Work closely with internal teams such as underwriting, claims, and risk management to deliver seamless service to clients.
Collaborate with colleagues to share market insights, industry trends, and best practices.
Identify opportunities to upsell or cross-sell additional insurance products to existing clients, contributing to account growth.
Ensure compliance with industry regulations and company policies.
Maintain accurate and up-to-date client records, documentation, and communication logs.