Small Business Commercial Lines Account Manager

$65,000 - $75,000/Yr

Risk Strategies Company

Full-time - Mid Level

1,001-5,000 employees

Insurance Carriers and Related Activities

About the position

The Commercial Account Manager will act as a trusted advisor to small business clients, providing consultative guidance and exceptional service. This role involves working closely with specialty practices and producers in a high-volume environment, while also mentoring Assistant Account Managers.

Responsibilities

• Build and maintain constructive relationships with internal and external customers.
• Leverage commercial P&C insurance knowledge to service existing accounts and develop new business opportunities.
• Manage system records of service, marketing, and policy communications with clients and carriers in AMS.
• Participate in the retention of renewal business.
• Interact with producers to prepare specifications, applications, underwriting data, and related information for marketing insurance products.
• Ensure clients have continuous and proper coverage, advising them of recommendations within a mutually established timeline.
• Review current policies and provide recommendations regarding placement options.
• Utilize department workflows and industry contacts to determine appropriate coverage and premiums.
• Support the implementation of new lines of coverage by setting up accounts and reviewing plan details with clients and carriers.
• Execute coverage analysis and provide clients with accurate quotations for additional coverages.

Requirements

• 3 - 5 years of Commercial Lines client management experience.
• Valid P&C brokers' license; college degree preferred.
• Industry-specific designations preferred: CISR, ARM or similar.
• Proficient in insurance agency management systems, AMS 360 and Work Smart preferred.
• Extensive knowledge of Commercial Lines underwriting, coverage, and rate analysis/procedures.
• Ability to articulate products/plans to clients and underwriters, including compliance and legislative information.
• Understanding of marketplace trends and best practices to meet client needs.
• Ability to collect, interpret, and analyze complex data and information.
• Flexible and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Disability insurance
• Life insurance
• Retirement savings plan