Account Manager I, Commercial Lines
Core
Manage a book of insurance business, providing professional service to clients, carriers, and underwriters while handling renewals, new business, and policy administration.
Role type
Account Manager I (Commercial Lines)
Builds
Client retention, new client accounts, and lines of coverage for commercial insurance clients.
Domain
Insurance brokerage / Property & Casualty
Required skills
P & C Insurance Producer License, client relationship management, quote review and negotiation, policy binding and accuracy, electronic record management, team delegation, underwriter negotiation.
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; manage and delegate work to Associate Account Managers; maintain relationships with underwriters; ensure accuracy of proposals and policy binders; set up and maintain electronic records.
Seniority
Individual Contributor, Entry to Mid-level