Senior Account Manager, Commercial Lines
Core
Manages a book of commercial insurance business, providing professional service to clients, carriers, and internal teams while supporting producers in obtaining and expanding business.
Role type
Senior Account Manager (Commercial Lines)
Builds
Insurance policies and client retention strategies for commercial accounts
Domain
Insurance / Commercial Lines
Deliverable
client delivery
Required skills
account management, business development, client relationship management, insurance plan analysis, carrier negotiation, claims troubleshooting, data documentation, cross-selling, industry trend analysis
Preferred skills
supervisory experience, project leadership, advanced professional designations (AAI, ARM, CIC)
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Manage and grow revenue for assigned book of accounts; acquire and analyze client insurance objectives to determine suitability; act as liaison between clients and carriers to resolve service issues; negotiate with underwriters and carriers; troubleshoot claims and billing issues; ensure overall retention of accounts; develop new business from existing accounts and leads; participate in and lead client meetings; document conversations and update internal systems; prepare reports for management; handle transaction paperwork and internal processing.
Seniority
Senior, hands-on IC with team leadership potential