Our highly regarded Insurance Agency is seeking a Commerical Lines Account Manager. To join their dynamic and grow their team. This is a full-time, permanent position that offers a competitive compensation package, comprehensive benefits, and the flexibility to work from home.
Key Responsibilities:
Client Management:
Act as the primary point of contact for personal lines clients, providing expert advice and support on insurance products and services.
Maintain and grow relationships with existing clients through proactive communication, policy reviews, and risk assessments.
Handle client inquiries, policy changes, endorsements, and renewals in a timely manner.
Ensure client satisfaction by providing responsive service and solving any issues or concerns efficiently.
Policy Management:
Process new insurance policies, renewals, and modifications for personal lines accounts, including homeowners, auto, umbrella, renters, and other personal insurance products.
Review client coverage needs and offer appropriate solutions based on risk assessment and carrier options.
Provide clients with quotes, coverage comparisons, and policy changes.
Claims Support:
Assist clients with the claims process, ensuring smooth communication between the client and the carrier.
Follow up with clients on claim progress and ensure their needs are met throughout the claims process.
Carrier Relations:
Develop and maintain strong working relationships with insurance carriers to negotiate favorable terms and pricing for clients.
Stay up to date on carrier offerings, underwriting guidelines, and market trends.
Compliance & Documentation:
Ensure all client files and communications are accurate, up-to-date, and comply with company and regulatory guidelines.
Utilize agency management systems (EPIC, AMS360, etc.) to document interactions, track policy details, and manage renewals.
Qualifications:
Education & Licensing:
High school diploma or equivalent required; Bachelor's degree preferred.
P&C License required.
Experience:
Minimum of 2-3 years of experience in personal lines insurance or a related customer service role.
Proficiency with agency management systems such as EPIC, AMS360, EZLynx or Applied is preferred.
Benefits:
Starting salary $80,000-$115,000 based on experience