Account Manager, Commercial Lines
Core
Manage a book of insurance business, providing professional service to clients, carriers, and underwriters while handling renewals, new accounts, and coverage negotiations.
Role type
Account Manager (Commercial Lines)
Builds
Insurance policies and client retention
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P & C Insurance Producer License, client relationship management, renewal process execution, quote review and negotiation, policy binding, electronic records management, team delegation
Preferred skills
2+ years insurance brokerage experience, Associate Account Manager management, EPIC Agency Management System
Technologies
EPIC Agency Management System, Microsoft Office (Word, Excel, Outlook)
Responsibilities
Field client communications regarding coverage and policy changes, manage client renewals including pricing negotiation and presentation, review quotes for insurance requirements, maintain relationships with underwriters, delegate work to Associate Account Managers, ensure accuracy of policy binders and summaries
Seniority
Mid-level IC