Account Manager III - Commercial Lines
Core
Manage a portfolio of commercial insurance accounts, ensuring client retention, satisfaction, and coverage compliance while negotiating terms with carriers.
Role type
Senior Account Manager (Commercial Lines)
Builds
Insurance policies and risk management solutions for local businesses
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
client retention, carrier negotiation, contract review, coverage gap analysis, policy binding, receivables management, liaison between clients and carriers
Preferred skills
brokerage experience, supervisory/mentorship experience, advanced professional designations (AAI, ARM, CIC)
Technologies
automated agency management systems, Microsoft Office
Responsibilities
Establish and build customer and carrier relationships; Review contracts for compliance; Identify client insurance needs and coverage gaps; Negotiate terms and pricing with carriers; Prepare and maintain insurance schedules and proposals; Resolve service issues and policy interpretations; Contact clients regarding receivables and maintain accounting history
Seniority
Mid-Senior, hands-on IC with mentorship duties