Location
WDC - Hybrid
Date Posted
2/20/2024

Commercial Lines Account Manager - WDC

Position Title: Commercial Lines Account Manager
Location: WDC
Compensation: $65k - $75k Salary + Bonus + Employee Benefits
Work Environment: Full-time in person or
Hybrid

Opportunity: Leading insurance brokerage/agency based in WDC is seeking a candidate with excellent account management and client relationship skills to provide high-level customer service and support to commercial businesses in the WDC region and beyond. Our client rewards, recognizes, and empowers all employees in a team environment.

Position Responsibilities:

  • Provide service to existing clients related to updating policies, providing quotes, answering questions, and reviewing documentation.
  • Experience in public transportation services including charter bus services, taxis, limos, and commercial fleet auto experience a Big Plus.
  • Experience in the contractor and construction sector is also a big plus.
  • Develop, foster, and maintain strong relationships with clients, underwriters and wholesale brokers.
  • Ensure all accounts are renewed in a timely manner, working in conjunction with Commercial Team Leader and Producers.
  • Verify and maintain policy accuracy across the policy term.
  • Manage carrier communications, proof of insurance processing, and the payment of invoices.
  • Complete renewal applications and submissions to ensure timely receipt of quotations and policies.
  • Assist the billing team with management and coordination of agency-bill accounts
  • Advocate on the client's behalf, ensuring high-level of service and value deliver

Requirements:

  • Active Property and Casualty License
  • Three Plus years of commercial lines account management or similar experience. We can train and mentor, or you can hit the ground running.
  • Knowledge of Applied agency management systems is a plus, but not required.
  • Self-starter and willingness and ability to take the initiative.
  • Experience with direct and agency billing.
  • Exceptional interpersonal, written and verbal communication skills
  • Basic computer skills including the Microsoft Office Suite
  • Ability to work in a fast-paced environment
  • Creativity and strong problem-solving skills
  • Strong task and time management skills (ability to prioritize tasks)