Commercial Account Manager - Small Business
Core
Provide high-quality account service, policy administration, and renewal management for small business clients in the insurance industry.
Role type
Account Manager (Small Business)
Builds
Insurance policies and coverage solutions for small business clients
Domain
Insurance / Small Business
Deliverable
client delivery
Required skills
policy administration, coverage analysis, client relationship management, negotiation, proposal preparation, billing and invoicing
Preferred skills
industry knowledge, workflow management, problem resolution
Technologies
Agency Management System
Responsibilities
Process applications, policies, endorsements, and audit requests; conduct renewal processes including exposure analysis and market comparisons; negotiate premiums and commissions; maintain client files and handle billing; support producers with presentations and client meetings; educate clients on coverage and exclusions.