Account Manager, Commercial Lines
Core
Manages a book of insurance business, providing professional service to clients, carriers, and underwriters while supporting producers in obtaining and expanding business.
Role type
Account Manager (Commercial Lines)
Builds
Insurance policies and client service solutions
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
insurance industry knowledge, client relationship management, cross-sell and up-sell, claims and billing troubleshooting, data accuracy, report preparation, meeting management
Preferred skills
property and casualty licensing, agency management systems proficiency, critical thinking, problem-solving
Technologies
Microsoft Office Suite, Outlook, automated agency management systems
Responsibilities
Prepare and implement transactions and paperwork for assigned accounts; analyze and compare insurance plans to determine suitability; act as liaison between clients and carriers to resolve service issues; identify opportunities for cross-sell and up-sell; maintain accurate account files and update computer systems; prepare reports and proposals for management; conduct client meetings
Seniority
Mid-level, hands-on IC