Commercial Lines Account Manager

Overview

Job Summary:

Seeking a dedicated and experienced Commercial Lines Account Manager (CLAM) with expertise in both Commercial Lines (CL) and Personal Lines (PL) insurance. This role is an excellent opportunity for a motivated professional to join a dynamic and growing team. The ideal candidate will be responsible for managing a diverse portfolio of accounts, providing exceptional service, and contributing to the growth of the agency through cross-selling opportunities.

• Salary: $55,000 - $65,000 annually
• Benefits:
  Comprehensive benefits package, including health insurance and 401(k) with stock options
• PTO: 2-3 weeks PTO, plus all bank holidays
• Perks:
  Quarterly cultural events, such as sporting events and dinners
• Work Environment: A supportive, family-oriented atmosphere within a bank-owned company

• Manage a portfolio of accounts, including both Commercial Lines (small to middle market) and Personal Lines (standard and high-net-worth accounts)
• Provide end-to-end servicing of accounts, including quoting new and renewal business
• Identify and execute cross-selling opportunities to enhance client relationships and grow the book of business
• Utilize the Epic software system for account management (experience with Epic is a plus)
• Collaborate with team members and leadership to ensure client satisfaction and retention
• Maintain organized and accurate records of client interactions and transactions

• Licenses/Certifications:
  
  Property & Casualty (P&C) license required
• Experience:
  
  Minimum of 2-3 years of experience in both Commercial Lines and Personal Lines insurance
• Technical
  
  Skills:
  
  Proficiency in insurance software (Epic preferred) and general tech-savviness
• Soft Skills:
  
  Strong organizational skills, driven, detail-oriented, and excellent communication abilities
• Education:
  
  High school diploma or equivalent required; additional certifications or training in insurance is a plus