Account Manager II - Commercial Lines
Core
Deliver excellent and efficient service through day-to-day account management of an assigned group of accounts, ensuring client retention and satisfaction.
Role type
Account Manager II (Commercial Lines)
Builds
Insurance coverage solutions and policy renewals for local businesses
Domain
Insurance brokerage / Commercial Lines
Deliverable
client delivery
Required skills
customer relationship management, contract review, coverage gap analysis, carrier negotiation, policy administration, accounts receivable management
Preferred skills
supervisory experience, project leadership, mentorship, advanced professional designations (AAI, ARM, CIC)
Technologies
Microsoft Office, automated agency management systems
Responsibilities
Establish and build customer and carrier relationships; Review contracts and agreements for insurance coverage compliance; Identify client insurance needs, gaps in coverage and loss exposure; Negotiate terms, pricing, and conditions with carriers; Prepare and maintain accurate summaries of insurance, schedules, and proposals; Serve as a liaison between clients and carriers to resolve service issues; Contact clients regarding outstanding receivables and maintain accounting history.
Seniority
Mid-level, hands-on IC with mentorship duties