Commercial Lines Account Manager
Core
Managing commercial insurance accounts by understanding client coverage needs, recommending products, and maintaining policies.
Role type
Commercial Lines Account Manager
Builds
Insurance policies and coverage solutions for commercial clients
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Commercial insurance experience, policy management, cross-selling, claims coordination, compliance adherence
Preferred skills
Microsoft Office 365 proficiency, strong telephone demeanor
Technologies
Microsoft Office 365
Responsibilities
Help customers understand insurance policies and determine service needs; Answer customer and carrier questions regarding policies, endorsements, audits, and billing; Oversee assigned book of business including policy changes and proposals; Maintain high retention on existing accounts; Increase revenue by crossing selling and writing new business
Seniority
Mid-level individual contributor