Account Manager - Commercial Lines
Core
Account Manager supporting Producers and Account Executives in obtaining, maintaining, and expanding commercial insurance business while managing account retention and growth.
Role type
Account Manager (Commercial Lines)
Builds
Commercial insurance policies and client service solutions
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
commercial insurance account management, client relationship management, insurance plan analysis, carrier liaison, claims and billing troubleshooting, new business development, cross-selling, data documentation, travel
Preferred skills
brokerage experience, team collaboration
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Prepare and implement transactions and paperwork for assigned accounts; manage and grow revenue for a book of accounts; acquire understanding of client insurance objectives and compare plans; act as liaison between clients and carriers to resolve service issues; troubleshoot claims and billing issues; develop new business from existing accounts and leads; document client and carrier conversations; attend continuing education training
Seniority
Junior to Mid-level, hands-on IC