Senior Account Manager, Commercial Lines
Core
Senior Account Manager managing complex or specialized insurance business, providing client advocacy, retention, and new business development for commercial lines.
Role type
Senior Account Manager (Commercial Insurance)
Builds
New client accounts and lines of coverage, policy renewals, and client retention
Domain
Insurance brokerage / Property & Casualty
Deliverable
client delivery
Required skills
Client relationship management, P&C insurance producer licensing, quote review and proposal creation, underwriter negotiation, team mentorship, policy binding and accuracy review, electronic records management, pricing negotiation
Preferred skills
6+ years insurance brokerage experience, EPIC Agency Management System proficiency
Technologies
EPIC Agency Management System, Microsoft Office Suite, Outlook
Responsibilities
Field client communications regarding coverage, policy changes, and payments; Manage new business and renewal processes including marketing and invoicing; Review quotes for insurance requirements; Manage and delegate work to Associate and Account Managers; Maintain relationships with underwriters; Train and mentor team members on coverage and exposures
Seniority
Senior, hands-on IC with mentorship duties