Account Manager, Commercial Lines
Core
Manage 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 solutions and client retention
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Insurance industry experience, Property & Casualty licensing, client relationship management, cross-sell and up-sell identification, claims and billing troubleshooting, data accuracy, report preparation
Preferred skills
Brokage experience, continuing education in insurance industry, negotiation with underwriters
Technologies
Microsoft Office Suite, Outlook, agency management systems
Responsibilities
Manage assigned accounts and prepare transactions; Analyze client insurance objectives and compare plans; Act as liaison between clients and carriers; Identify cross-sell and up-sell opportunities; Maintain accurate account files and update computer systems; Prepare reports and proposals for management; Conduct client meetings
Seniority
Mid-level, individual contributor