Commercial Insurance Account Manager

Benefits

• Competitive salary: $65-80K


• Comprehensive benefits package


• Professional development opportunities and training.


• Supportive and inclusive work environment.

Qualifications

• Active P&C license


• Strong understanding of commercial insurance products, coverages, and underwriting processes.


• Proficient in using insurance management software and Microsoft Office Suite.


• Prior experience in middle market commercial lines account management or related roles is preferred.

Responsibilities

• Build strong, lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.


• Regularly communicate with clients to assess their evolving insurance requirements and address any concerns.


• Evaluate client insurance portfolios to identify coverage gaps, recommend enhancements, and tailor policies to fit clients' specific risks.


• Collaborate with insurance underwriters to negotiate terms, pricing, and coverage options that align with clients' needs.


• Prepare and present comprehensive insurance proposals and reports to clients, outlining coverage details and benefits.


• Coordinate the renewal process by gathering necessary information, updating applications, and ensuring timely submission to underwriters.


• Review policy documents and endorsements to verify accuracy and completeness.


• Proactively manage policy changes, endorsements, and other administrative tasks as needed.


• Analyze clients' businesses and industries to identify potential risks and exposures.


• Provide risk management recommendations to clients to help mitigate potential losses and enhance their overall risk profile.


• Act as a liaison between clients and insurance carriers during the claims process, ensuring claims are reported accurately and efficiently.


• Monitor the progress of claims and provide updates to clients, helping to expedite claim resolution.


• Work closely with internal teams such as underwriting, claims, and risk management to deliver seamless service to clients.


• Collaborate with colleagues to share market insights, industry trends, and best practices.


• Identify opportunities to upsell or cross-sell additional insurance products to existing clients, contributing to account growth.


• Ensure compliance with industry regulations and company policies.


• Maintain accurate and up-to-date client records, documentation, and communication logs.

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