General Lines Account Manager I (Intermediate)
Core
Advise business owners and commercial clients on risk management strategies, insurance program design, and tailored commercial insurance solutions.
Role type
General Lines Account Manager (Intermediate)
Builds
Customized risk management solutions and commercial insurance policies
Domain
Insurance / Commercial Risk Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Commercial insurance product knowledge, underwriting guidelines, risk classification, carrier negotiation, CRM management, sales pipeline development, consultative selling, policy administration
Preferred skills
Multi-state insurance licensing, complex account management, cross-selling strategies, Microsoft Office proficiency, military experience
Technologies
CRM systems, Microsoft Office Suite
Responsibilities
Utilize a consultative approach to determine customer needs and provide solutions across multiple carriers; Build and maintain relationships between members, nonmembers, and insurance carriers; Classify business and provide accurate risk management and mitigation solutions; Complete periodic multi-tiered account reviews and provide consultative advice; Partner and negotiate with underwriters on endorsements, renewals, and remarkets; Provide account service including policy changes, certificates, endorsements, and renewals; Ensure risks associated with business activities are effectively identified and controlled.