Account Manager, Commercial Lines
Core
Manage a book of insurance business, providing client advocacy, retention, and new account development for property casualty insurance.
Role type
Account Manager (Commercial Lines)
Builds
Client policy renewals, new coverage proposals, and client retention strategies
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
P&C Insurance Producer License, client relationship management, quote review and negotiation, policy binding and accuracy, team delegation, electronic records management
Preferred skills
2+ years insurance brokerage experience, EPIC Agency Management System experience
Technologies
EPIC Agency Management System, Word, Excel, Outlook
Responsibilities
Field client communications regarding coverage, policy changes, and payments; manage client renewal process including negotiation and invoicing; review quote documents for insurance requirements; manage and delegate work to Associate Account Managers; maintain relationships with underwriters; ensure accuracy of proposals and policy binders; maintain electronic client records.
Seniority
Mid-level, hands-on IC