Location
Lighthouse Point FL
Industry
Insurance

Position Summary:

The Commercial Lines Account Manager is responsible for managing and servicing a portfolio of commercial insurance accounts, ensuring client satisfaction and retention. This role requires a proactive and detail-oriented individual with strong communication and relationship-building skills. The Account Manager will act as the primary point of contact for clients, addressing their insurance needs and providing expert advice.

Responsibilities:

  • Client Relationship Management:
    • Serve as the primary point of contact for assigned commercial clients.
    • Build and maintain strong, long-term relationships with clients.
    • Proactively identify and address client needs and concerns.
    • Conduct regular client reviews and meetings to ensure satisfaction.
  • Account Servicing:
    • Process policy changes, renewals, and endorsements accurately and efficiently.
    • Prepare and deliver insurance proposals and presentations.
    • Handle client inquiries and resolve issues in a timely and professional manner.
    • Manage certificate of insurance requests.
    • Manage the renewal process from start to finish.
  • Policy Management:
    • Review and analyze insurance policies to ensure accuracy and completeness.
    • Identify coverage gaps and recommend appropriate solutions.
    • Maintain accurate and up-to-date client records in agency management systems.
  • Market Knowledge:
    • Stay informed about industry trends, market conditions, and new insurance products.
    • Conduct market research and analysis as needed.
    • Communicate market updates to clients and internal teams.
  • Collaboration:
    • Work closely with producers, underwriters, and claims departments to ensure seamless service delivery.
    • Collaborate with internal teams to develop and implement risk management strategies.
    • Cross sell and up sell current clients.

Qualifications:

    • Bachelor's degree in Business, Insurance, or a related field preferred.
    • [Number] years of experience in commercial lines account management.
    • Valid [State] insurance license.
    • Strong knowledge of commercial insurance products and coverages.
    • Excellent communication, interpersonal, and presentation skills.
    • Proficiency in agency management systems (e.g., AMS360, Applied Epic).
    • Strong organizational and time management skills.
    • Ability to work independently and as part of a team.
  • Strong problem solving 1 skills.