Career Opportunities

A commercial lines insurance account manager is responsible for managing a portfolio of commercial insurance clients, acting as the primary point of contact for day-to-day servicing, including handling renewals, policy changes, coverage questions, claims assistance, and maintaining strong client relationships by providing accurate and timely information regarding their insurance needs; essentially acting as the liaison between the client, insurance company, and producer to ensure smooth policy administration and optimal coverage for commercial businesses.

KEY RESPONSIBILITIES MAY INCLUDE:

• Client Relationship Management
• Policy Administration
• Account Servicing
• Marketing and Sales Support

Industry Knowledge:

• Stay up-to-date on industry regulations, product changes, and carrier guidelines.
• Understand underwriting guidelines and rating factors for commercial lines policies.

Administrative Tasks:

• Maintain accurate client records and policy information within the agency management system (EPIC).
• Prepare necessary documentation including policy summaries, certificates of insurance, and renewal notices.

REQUIRED SKILLS AND QUALIFICATIONS:

• Insurance License: Property & Casualty insurance license (220).
• Industry Experience: Proven track record in commercial lines insurance sales and service with detail-oriented and strong organizational abilities.
• Customer Service: Excellent communication and interpersonal skills to build strong client relationships. The ability to analyze client needs and recommend appropriate coverage.
• System Skills: Proficiency in insurance agency management system (EPIC) .
• Sales Acumen: Ability to identify sales opportunities, effectively present insurance products, and close deals.