Account Manager, Commercial Insurance - Potential for Hybrid Work
Core
Servicing assigned small to middle market commercial insurance accounts, specifically within the dental practice niche, by analyzing coverage needs and developing new business.
Role type
Account Manager (Commercial Insurance)
Builds
Insurance policies and proposals for dental practices
Domain
Insurance / Commercial Lines / Dental Industry
Required skills
Commercial lines insurance knowledge, Property and Casualty license, Client relationship management, Proposal preparation, Application processing, Data documentation
Preferred skills
AA or college degree, Mastery of virtual technology, Team collaboration
Technologies
Microsoft Office, Automated agency management systems
Responsibilities
Review and analyze commercial accounts for coverage and limits; Acquire understanding of clients' insurance objectives and compare plans; Develop and maintain client relationships; Act as liaison between clients and carriers to resolve issues; Develop new business from existing accounts; Gather information and prepare applications; Prepare client proposals; Document conversations and update systems.
Seniority
Mid-level, hands-on IC