Commercial Lines Account Manager
New
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3–5+ years
- Required Skills
- Microsoft Office
Requirements
- 3–5+ years of experience in commercial lines insurance within a retail agency environment.
- Active Property & Casualty (P&C) insurance license.
- Strong knowledge of commercial insurance products, coverage structures, and policy management processes.
- Excellent organizational and multitasking skills with strong attention to detail.
- Proven ability to deliver high-quality customer service and manage client relationships effectively.
- Strong written and verbal communication skills, with the ability to explain complex concepts clearly.
- Experience working with agency management systems and Microsoft Office tools.
- Ability to work independently in a remote environment while maintaining productivity and accountability.
- Experience collaborating with offshore or cross-cultural teams is a plus.
- Strong problem-solving and critical-thinking abilities.
- Reliable home office setup with stable internet connectivity.
Responsibilities
- Manage and service a portfolio of commercial insurance accounts, ensuring accuracy, timeliness, and adherence to established procedures.
- Act as the main point of contact for clients, responding promptly to inquiries and providing clear guidance on policies, coverage, and changes.
- Oversee policy renewals, endorsements, and new business processing while maintaining high retention rates.
- Collaborate with internal teams and offshore support staff to efficiently manage workflows and deliver consistent service outcomes.
- Maintain accurate and up-to-date records in agency management systems, including documentation, communications, and task tracking.
- Prepare and deliver regular reports and updates to stakeholders, including monthly account summaries.
- Identify opportunities for account growth through cross-selling, upselling, and account rounding strategies.
- Ensure compliance with servicing standards, regulatory requirements, and internal quality benchmarks.
- Stay informed on market trends, insurance products, and industry developments to better support client needs.
- Continuously identify opportunities to improve processes, increase efficiency, and enhance client satisfaction.
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