Commercial Lines Account Manager

Commercial Lines Account Manager

This position will be responsible for providing timely and professional day-to-day client service working closely with the assigned Producer.

Responsibilities:

• Account Management from A-Z.
• Holistic and consultative approach to customer service.
• Working knowledge of Property and Casualty accounts such as Contractors, Hospitality, Manufacturing, Retail, HOAs.
• Research and compile answers to client policy and coverage questions
• Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client.
• Experience with multiple carrier underwriters and online rating portals
• Identify, compile and manage information regarding account renewals.

• Min of 5 years of insurance industry experience related to servicing small to medium commercial accounts
• Property and Casualty license
• CIC, CPCU, or other insurance designations are desirable but not required.
• Knowledge of Insurance and/or Brokerage business
• Technical knowledge of product area or industry
• Ability to provide consultation and expert advice to management on risk management issues.
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook, Teams)
• Applied EPIC experience preferred
• Professional verbal and written communication skills