Account Manager - Commercial Insurance
Core
Provide professional service to clients, producers, and carriers to obtain, maintain, and expand commercial insurance accounts while supporting sales staff and managing account retention.
Role type
Account Manager (Commercial Insurance)
Builds
Commercial insurance policies, binders, certificates, and renewal proposals for business clients.
Domain
Insurance brokerage / Property & Casualty
Required skills
Commercial insurance experience, Property and Casualty Insurance License, client relationship management, policy analysis, negotiation, data entry, Microsoft Office proficiency, claims and billing troubleshooting
Preferred skills
College degree, continuing education training, strategic planning, risk assessment
Technologies
Epic agency management system, Microsoft Office Suite
Responsibilities
Manage a book of insurance business with independent discretion; provide courteous service to clients and carriers; support sales staff in obtaining and expanding business; negotiate coverage terms and conditions; resolve escalated service issues and troubleshoot claims/billing; maintain controls on renewals and binders; prepare insurance summaries and proposals; assist with premium collection and accounting; refer clients to other departments; assist clients with claims; document conversations and update agency systems; support less experienced staff.
Seniority
Mid-level, hands-on IC