Commercial Account Manager - Small Business
Core
Service and marketing support for small business insurance clients, handling policy servicing, renewals, and quote transitions.
Role type
Commercial Account Manager (Service & Marketing)
Builds
Insurance policies and coverage options for small business clients
Domain
Insurance (Property & Casualty)
Required skills
Property Casualty coverage knowledge, Agency Management Systems, Microsoft Office, negotiation, client relationship management, multi-tasking
Preferred skills
College degree, prior mid-size brokerage or carrier experience, California Property & Casualty License
Technologies
Agency Management Systems, Microsoft Office (Word, Excel, Outlook), carrier websites
Responsibilities
Process applications, policies, endorsements, and audit requests; assist clients with coverage gaps and changes; renew and retain assigned accounts; negotiate premiums and commissions with underwriters; bind and issue policies; maintain client files and carrier relationships.
Seniority
Mid-level, hands-on IC