Commercial Lines Account Manager

Role Overview

• Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
• Review current clients existing account activities while seeking available discounts and making impactful coverage recommendations
• Review and evaluate current coverage limits to ensure each client is properly insured
• Provide re-quote and remarket services to clients for insurance products as needed or requested by the client
• Provide sales support to our Sales Agents and help other members of your team as needed
• Build and maintain effective relationships with underwriters and client personnel
• Ensure all client documents are properly input into the agency database
• Stay current and commit to continued learning on all relevant matters in the insurance industry

Requirements

• A Bachelor of Science degree is preferred;
• A High school diploma or its equivalent is required
• 2+ years of relevant work experience in the insurance industry
• Prior experience in Property & Casualty (P&C) Insurance
• An active P&C insurance license required
• Working knowledge of Applied Epic or other relevant agency management systems
• Proficient in use of Microsoft Outlook Suite tools, including Excel
• Excellent interpersonal and communication skills (bother oral and written)
• Strong organizational skills and works well in a collaborative environment
• Ability to self-manage workload and meet deadlines independently
• Authorized to work in the U.S. without sponsorship now and in the future.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company Paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company Paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)