Essential Duties and Responsibilities

As a Commercial Lines Account Manager, you will play a vital role in our success. Your key responsibilities include:

• Client Relationship Management: Develop and maintain strong relationships with our valued clients, ensuring their needs are met with exceptional service.
• New Business Development: Identify and pursue new business opportunities to expand our commercial lines portfolio.
• Policy Management: Oversee the day-to-day management of commercial insurance policies, including renewals, endorsements, and claims support.
  • Have the ability to complete anywhere from 30-40 tasks on a daily basis; recording activities (emails/phone calls) in the agency management system
  • Have the ability to multitask to field incoming phone calls requesting service as well as incoming emails requesting service
  • Have the ability to be cognizant of the renewals that are assigned to you within the next rolling 30/60/90 days
• Referral Management: Actively connect clients with our full range of services, including Personal Lines, Employee Benefits, and HCM, to provide a seamless and integrated client experience.
• Team Collaboration: Work closely with underwriters, producers, and other internal teams to deliver top-tier insurance solutions.
• Compliance: Ensure that all activities and documentation adhere to company policies and industry regulations, upholding our commitment to excellence.

Knowledge, Skills, and Abilities

• Bilingual, English fluid and Spanish
• Computer savvy
• Adaptable to change
• Fast-paced environment
• Time management
• Proactive

Education & Experience

• High school required
• 4-40 license desired, if you do not have it, you must commit to getting it.