Commercial Insurance Account Manager

Job Description

Job DescriptionJob Overview:

The Account Manager's duties include overseeing client accounts and fostering successful client relationships, which involve collaborating with internal teams and producers to provide customized solutions, sustaining long-term partnerships, and promoting business growth through upselling and cross-selling initiatives.


Key Responsibilities:

• Build, develop and maintain strong, long-lasting client relationships by understanding their business needs and providing personalized strategic solutions.
• Serve as the main point of contact for clients and producers, addressing issues and resolving concerns promptly.
• Identify opportunities for upselling and cross-selling additional services or products to existing clients.
• Ensure accurate client billing and collections of premiums.
• Working in various carrier management systems to process policy renewals, endorsements, certificates, cancellation and claims in a timely manner.
• Prepare regular reports for clients and producers as needed in a timely manner.
• Maintain agency management systems ensuring client records and correspondence are accurate and complete.
• Assist with sales efforts by identifying client needs and participating in client meetings if needed
• Resolve client inquiries and complaints regarding insurance products, policy changes, and billing issues.
• Assist with implementation of account strategies to achieve objectives and ensure overall client and producer satisfaction.
• Collaborate with sales, marketing, and product teams to deliver high-quality services and solutions to clients and producers.
• Ensure accurate information and record keeping minimizing potential E&O or other regulatory violations.
• Answer telephones and assist callers.
• Promote a paperless environment whilst maintaining client satisfaction.
• Respond to emails in a timely and accurate manner.
• Policy and endorsement checking.
• Other duties as assigned by management.

Skills and Qualifications:

• 2-20 license or willing to obtain one within 90 days of hire.
• Bachelor’s Degree a plus.
• 2-3 years of account management experience.
• P&C industry knowledge.
• Proficient in the use of MS Office Suite (Word, Excel, Outlook, PowerPoint, OneDrive).
• Experience using AMS360, DocuSign and InsuredMine preferred.
• Ability to identify opportunities for account growth.
• Strong problem-solving abilities and attention to detail.
• Fluent in English, Spanish a plus.
• Team player and customer first mindset.
• Ability to multi-task and work independently.

Work Environment:

• In-office position
• Prolonged period of sitting and working in front of a computer.
• Accommodations can be provided upon request.

Competitive salary commensurate with experience.