Commercial Lines Account Manager
Core
Manages a book of insurance business, providing professional service to clients and carriers while supporting producers in obtaining and expanding business.
Role type
Commercial Lines Account Manager
Builds
Insurance policies and risk management solutions for clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Insurance licensing, client service, account retention, new business development, claims troubleshooting, policy interpretation, negotiation, data management
Preferred skills
Cross-selling, industry trend analysis, report preparation
Technologies
Microsoft Office Suite, 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 complex service issues, negotiate with underwriters and carriers, troubleshoot claims and billing issues, develop new business from existing accounts, manage client meetings, document conversations and update computer systems.
Seniority
Mid-level, independent decision-maker