Commercial Insurance Account Manager

Commercial Insurance Account Manager

Job Summary:

Seeking a detail-oriented, motivated, and customer-focused Commercial Insurance Account Manager to join a team. This role involves collaboration with clients, insurance carriers, and internal teams to manage and service commercial insurance accounts effectively. The position provides an opportunity to build relationships, ensure excellent client satisfaction, and deliver tailored insurance solutions to meet diverse business needs.

• Develop and maintain strong relationships with clients to understand and address their commercial insurance needs.
• Manage a portfolio of commercial insurance accounts, ensuring all policies are current, accurate, and meet client standards.
• Guide clients through the insurance process, including policy placement, renewals, and endorsements.
• Communicate with insurance carriers to negotiate terms, pricing, and policy changes to meet client goals.
• Review insurance policies and documents to ensure compliance and accuracy.
• Provide excellent client service by promptly addressing questions, concerns, and service requests.
• Collaborate with internal teams, including producers, underwriters, and customer service teams, to deliver seamless support to clients.
• Proactively cross-sell and identify opportunities for additional coverage or products that align with clients  evolving needs.
• Stay updated on industry trends, insurance regulations, and changes in the market that may impact clients.
• Use CRM systems and other tools to document client interactions and ensure accurate records are maintained.

• Proven work experience in commercial insurance, account management, or similar roles.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of commercial insurance products, coverage types, and policy management.
• Exceptional interpersonal and communication skills with a client-focused attitude.
• Ability to solve complex problems, navigate negotiations, and make data-driven decisions.
• Proficiency in insurance CRM software and Microsoft Office Suite.
• Excellent organizational skills with the ability to prioritize multiple tasks effectively and meet deadlines.
• Bachelor's degree in business, insurance, or related field preferred (equivalent work experience also considered).

Disclaimer:
Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.