Commercial Insurance Account Manager
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Job Description
- Make a meaningful impact by helping clients protect what matters most
- Supportive and collaborative team environment
- Opportunities for professional development and career advancement
- No Nights
- No Weekends
- Internal Promotions
- CE Credits Stipends
- Mentorship program
- Competitive salary and benefits package
- The Commercial Lines Insurance Account Manager plays a crucial role in the insurance industry by maintaining and expanding relationships with clients. They are responsible for managing client accounts, understanding their insurance needs, and ensuring the delivery of top-notch insurance products and services.
- Build and maintain strong, long-lasting client relationships.
- Serve as the primary point of contact between the client and the insurance agency.
- Understand commercial clients' insurance needs and provide expert advice and solutions.
- Review and analyze clients' insurance policies to ensure they meet their current and evolving needs.
- Assist commercial clients in making informed decisions about their insurance coverage.
- Renew and update policies as necessary, including negotiating terms and premiums.
- Identify opportunities to cross-sell or upsell insurance products to existing commercial clients.
- Seek out and develop relationships with potential new clients.
- Prepare and present proposals, quotes, and presentations to commercial clients.
- Assess commercial clients' risk exposure and recommend appropriate insurance solutions.
- Stay updated on industry trends and regulations to provide accurate advice.
- Ensure accurate and timely processing of policy documents, endorsements, and claims.
- Resolve any policy-related issues and discrepancies.
- Maintain thorough and organized records of client interactions, policies, and transactions.
- Ensure compliance with industry regulations and internal policies.
- Educate commercial clients about insurance products, coverage options, and policy details.
- Provide guidance on risk management strategies.
- Collaborate with underwriters, claims processors, and other internal teams to address client needs.
- Communicate and coordinate effectively within the organization.
- Active P&C license
- Minimum 3 years customer service in insurance sales or account management.
- Strong understanding of insurance products, policies, and regulations.
- Excellent interpersonal and communication skills.
- Analytical and problem-solving abilities.
- Detail-oriented with strong organizational skills.
- Proficiency in insurance software and Microsoft Office Suite.e
The TAG network of agencies is a robust alliance of independent insurance agencies that collaborates to leverage collective resources, industry expertise, and innovative solutions. Our network connects agencies with valuable partnerships, preferred carrier relationships, and technology tools that drive operational efficiency and enhanced client service. Through TAG, member agencies gain access to specialized training, shared knowledge, and a support network designed to help each agency grow and succeed in a competitive marketplace. Our mission is to empower independent agencies by fostering growth opportunities and providing unmatched industry support.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.