Commercial Lines Senior Account Manager
Core
Manages a book of commercial insurance business, providing professional service to clients, carriers, and producers to ensure account retention and growth.
Role type
Senior Commercial Lines Account Manager
Builds
Insurance policies and services for local businesses
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Commercial insurance sales, account management, client relationship management, policy analysis, carrier negotiation, claims troubleshooting, new business development, cross-selling, data management, travel
Preferred skills
College degree, relevant insurance license
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, acquire understanding of clients' insurance objectives and analyze plans, act as liaison between clients and carriers to resolve complex issues, negotiate with underwriters and carriers, troubleshoot claims and billing issues, develop new business from existing accounts, identify cross-selling opportunities, manage client meetings, document conversations and update systems, prepare reports for management.
Seniority
Senior, hands-on IC