Commercial Lines Account Manager managing commercial clients' insurance needs at Dean & Draper Insurance Agency. Ensuring exceptional customer service and compliance in a hybrid work environment.
Responsibilities
Serve as the primary point of contact for a portfolio of commercial clients.
Develop and nurture strong relationships with clients, understanding their business needs and insurance requirements.
Conduct regular client meetings to review policies, discuss renewals, and provide strategic insurance advice.
Analyze and assess clients' existing insurance policies to identify coverage gaps and recommend appropriate changes or enhancements.
Collaborate with insurance company underwriters to negotiate terms, coverage, and pricing on behalf of clients.
Process policy endorsements, renewals, and new business applications efficiently and accurately.
Propose comprehensive risk management strategies to help clients minimize their exposure to potential losses.
Conduct thorough risk assessments for clients' businesses to identify potential risks and exposures.
Assist clients throughout the claims process, acting as an advocate to ensure timely and fair claims settlements.
Work closely with claims adjusters and insurance carriers to expedite claims resolutions.
Stay updated with industry trends, regulatory changes, and market conditions that may impact clients' insurance needs.
Educate clients on insurance products, coverage options, and risk management strategies to help them make informed decisions.
Collaborate with internal teams, such as sales, underwriting, and customer support, to ensure a seamless customer experience.
Ensure all client records, policy documents, and communications are accurately maintained and comply with company policies and industry regulations.
Requirements
Proven experience as a Commercial Lines Account Manager, Insurance Account Executive, or similar role within the insurance industry.
In-depth knowledge of commercial insurance products, coverages, and underwriting guidelines.
Strong negotiation, communication, and presentation skills.
Excellent analytical and problem-solving abilities.
Demonstrated ability to build and maintain strong client relationships.
Proficiency in using insurance industry software.
Valid Texas insurance license.
Commitment to continuous learning and professional development within the insurance field.
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