Hybrid Commercial Lines Account Manager

Posted last week

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About the role

  • Account Manager responsible for policy maintenance and client services in commercial lines. Collaborating with team and ensuring exceptional client relationships across multiple states and accounts.

Responsibilities

  • Have a primary responsibility for policy maintenance and service of an assigned portion of accounts.
  • Maintain a high level of client retention by managing the day-to-day service needs of clients.
  • Market and service accounts in accordance with the platform objectives and procedures.
  • Establish and maintain a strong relationship and assist client advisors in making decisions on account updates and coverage for accounts.
  • Collaborate with client advisors to review exposures and insurance programs for assigned clients.
  • Provide day-to-day service and anticipate customer’s needs.
  • Handle initial report of claims and follow up to ensure proper claim progression.
  • Monitor carrier activities to ensure they fulfill their responsibilities to the customer.
  • Complete account reviews and attempt to round-out each customer’s insurance portfolio.
  • Provide timely, professional, accurate communication to client, team, and carrier representatives.
  • Coach and mentor junior members of the commercial lines.

Requirements

  • Demonstrated verbal and written communication skills including correct grammar, spelling, and punctuation in correspondence.
  • Must have a high level of understanding accounting or strong math skills.
  • High degree of critical thinking; ability to problem solve when the answer is not readily apparent.
  • Demonstrated attention to detail, producing outcomes with minimal errors.
  • Ability to adapt well to change in direction and priority in a fast-paced environment.
  • Ability to demonstrate advanced level proficiency with a variety of technology including MS Office.
  • Knowledge of Agency Management Systems; Applied Epic a plus.
  • Able to function independently and as part of a team.
  • Complies with continuing education requirements for agent licensing as well as professional designations.
  • Keeps informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current.

Benefits

  • Comprehensive medical insurance
  • Dental insurance
  • Vision insurance
  • Life and disability insurance
  • Fertility benefits
  • Wellness resources
  • Paid sick time
  • Generous paid time off and holidays
  • Employee Assistance Program (EAP)
  • Complimentary Calm app subscription
  • Immediate vesting in a 401(k) plan
  • Health Savings Account (HSA) and Flexible Spending Account (FSA) options
  • Commuter benefits
  • Employee discount programs
  • Paid maternity leave and paid paternity leave (including for adoptive parents)
  • Legal plan options
  • Pet insurance coverage

Job title

Commercial Lines Account Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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