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, proposals, and client service solutions
Domain
Insurance / Property Casualty
Deliverable
client delivery
Required skills
Property Casualty coverage knowledge, Agency Management Systems, Microsoft Office (Word, Excel, Outlook), negotiation, multi-tasking, client relationship management
Preferred skills
College degree, Fire and Casualty Broker License
Technologies
Agency Management Systems, Microsoft Office
Responsibilities
Process applications, policies, endorsements, binders, and audit requests; conduct renewal processes including exposure analysis and market comparisons; negotiate premiums and commissions with underwriters; assist clients with coverage questions and policy adjustments; prepare proposals and presentations; maintain client files and handle invoicing.
Seniority
Mid-level, individual contributor