Job Description
Job Title: Commercial Lines Account Manager
Location: Hybrid - Green Bay, Wisconsin, United States
Salary: $60,000 - $85,000
Skills: Commercial Accounts, Casualty, Account Manager
About the Insurance Company / The Opportunity:
Our client, a dynamic company in the Insurance industry, is seeking a motivated and customer-focused Commercial Lines Account Manager. This is an exciting opportunity to manage a commercial insurance book of business while providing exceptional service to existing clients. The role offers flexibility in a hybrid environment, allowing candidates to thrive in a fast-paced, goal-oriented setting. If you excel at building strong client relationships and delivering tailored insurance solutions, this position is ideal for you.
Responsibilities:
- Market account renewals and negotiate with company underwriters to present clients with optimal solutions.
- Utilize the Agency Management system to streamline workflow and ensure efficiency.
- Process client service requests, including insurance documents, proposals, and applications for new or renewal business.
- Review new business, renewals, cancellations, and endorsements; ensure accurate processing and transmission to clients.
- Verify premium transaction accuracy, including commission discrepancies.
- Prepare comprehensive proposals and maintain complete policy records.
- Manage invoicing in compliance with company standards.
- Maintain a deep understanding of all lines of coverage and market conditions.
- Function as the primary client service contact, ensuring excellent customer satisfaction.
- Follow agency procedures and insurance company regulations to ensure compliance.
- Perform other duties and projects as assigned by management.
Must-Have Skills:
- Current and valid P/C insurance license.
- Previous account management experience.
- Strong customer service and sales skills.
- Proficiency in using Agency Management systems.
- Exceptional organizational and communication skills.
Nice-to-Have Skills:
- Experience with cross-selling insurance products to commercial clients.
- Knowledge of market trends and legislative changes in the insurance industry.
- Ability to work effectively in a remote or hybrid environment.
- Goal-oriented mindset with a proven track record of achieving targets.
- Previous experience servicing a commercial insurance book of business.
Job Tags
Remote work,