Commercial Lines Senior Account Manager
Core
Manages a book of commercial insurance business, providing professional service to clients, carriers, and underwriters to ensure account retention and expansion.
Role type
Senior Commercial Lines Account Manager
Builds
Insurance policies and risk management solutions for local businesses
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
Account management, client service, insurance plan analysis, carrier negotiation, claims troubleshooting, new business development, cross-selling, data documentation, report preparation
Preferred skills
Industry trend analysis, independent decision-making, complex issue resolution
Technologies
Microsoft Office Suite (PowerPoint, Word, Excel, Outlook), automated agency management systems
Responsibilities
Make decisions on books of insurance business; oversee preparation and implementation of transactions and documents; act as liaison between clients and carriers to resolve escalated service issues; negotiate with underwriters and carriers; troubleshoot claims and billing issues; develop new business from existing accounts and leads; identify and follow up on cross-selling opportunities; manage and conduct client meetings; document conversations and update computer systems; prepare reports for management.
Seniority
Senior, hands-on IC