Commercial Lines Account Manager
Core
Managing a book of insurance business, providing professional service to clients and carriers, and supporting producers in obtaining and maintaining business.
Role type
Commercial Lines Account Manager
Builds
Insurance policies and services for local businesses
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
insurance account management, client service, policy analysis, carrier negotiation, claims troubleshooting, account retention, new business development, data documentation, team leadership
Preferred skills
brokerage experience, advanced professional designations (AAI, ARM, CIC)
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Make independent decisions on insurance books, analyze and compare insurance plans, act as liaison between clients and carriers, resolve escalated service issues, manage account retention, develop new business, conduct client meetings, document conversations and update systems, oversee and mentor lower-level account managers
Seniority
Mid-level, hands-on IC with mentorship duties