Commercial Insurance Account Manager

Job Overview

Manage an established book of business for small business clients, handling renewals, issuing insurance documents, and conducting consultative conversations to maintain relationships with clients and carriers.

Responsibilities

• Manage renewals, provide summaries, and issue binders, certificates, policies, proposals, and other documents within timelines.
• Conduct consultative conversations with commercial clients and establish/maintain carrier and client relationships.
• Obtain renewal quotes, complete renewal processes, handle non-renewals and cancellations, and prepare marketing submissions as needed.
• Identify cross-sell and up-sell opportunities.
• Support miscellaneous duties to expand and grow in the role.

Qualifications

• Insurance experience in customer service or account management for 3 years or more.
• Property/Casualty License (all lines).
• Relevant knowledge of insurance products, documents, and usages.
• Computer skills including Word, Excel, and Outlook; Applied/EPIC experience preferred.
• Ability to work independently and on a team.
• Attention to detail and organizational skills.
• Open to continuing education; college degree or equivalent industry designations preferred.
• Positive attitude in a fast-paced environment.
• Passion for making customers and coworkers feel valued.
• Capability to work quickly and efficiently.
• Methodical decision-making skills.
• Precise communication skills under time constraints.