Account Manager I, 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 I (Commercial Lines)
Builds
Client retention, new client accounts, and lines of coverage
Domain
Insurance brokerage / Property & Casualty
Required skills
P & C Insurance Producer License, CE credits, quote review, policy binding, client relationship management, underwriter negotiation, data entry, 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 pricing negotiation and presentation; review quote documents for insurance requirements; maintain relationships with underwriters; ensure accuracy of proposals and policy binders; delegate work to Associate Account Managers; maintain electronic client records.
Seniority
Entry-level to Junior, hands-on IC