General Lines Account Manager II (Entry level)
Core
Advise business owners and commercial clients on risk management strategies, insurance program design, coverage analysis, and tailored commercial insurance solutions.
Role type
General Lines Account Manager II (Entry level)
Builds
Customized risk management solutions and commercial insurance programs for members and nonmembers
Domain
Insurance / Commercial Risk Management
Deliverable
client delivery
Required skills
Commercial insurance product knowledge, underwriting guidelines, Agency Management Systems (AMS), Customer Relationship Management (CRM), risk classification, policy servicing, carrier negotiation, compliance documentation
Preferred skills
ITV estimation, cross-sell opportunity identification, retention strategy, consultative sales approach
Technologies
Agency Management Systems, CRM systems, carrier platforms
Responsibilities
Determine customer needs and provide tailored insurance solutions across multiple carriers; build and maintain relationships between members, nonmembers, and insurance carriers; classify business risks and provide mitigation solutions; facilitate account reviews and manage renewals, endorsements, and cancellations; negotiate with underwriters on policy terms and renewals; document customer interactions and account activity in agency systems; identify coverage gaps and recommend additional insurance solutions.
Seniority
Entry level, hands-on IC