Manages client relationships and assists with technical and complex insurance needs
Serves as main point of contact for the client
Addresses client questions and provides guidance on appropriate coverage changes
Assists with the strategic design of insurance plans for clients
Acts as field underwriter and authorized representative of insurance carriers
Oversees the preparation of proposals for the client
Supports client needs by accurately producing binders, certificates, policies, endorsements, and other related items
Facilitates the prompt response from carriers and their staff for claim settlements

College degree preferred
3-5 years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required
Bilingual (Spanish/English) a plus or a must in some locations
Strong analytical and mathematical skills
Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
Excellent written and verbal communications skills are required

Commercial Account Manager

Key skills