Commercial Lines Account Manager
Position Overview
Provide exceptional service to current and prospective clients while maintaining high levels of retention. Responsible for the successful management of commercial insurance accounts based on a thorough knowledge of products and services.
Role and Responsibilities
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Review incoming mail and organize by priority
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Issue policy change requests and cancellation requests and submit them to insurers, following up where required
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Submit new business applications/binders to insurers, following up for policies as required
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Review for accuracy and transact policy changes, cancellations, renewals, and new business, and send to insureds with appropriate correspondence
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Issue certificates of insurance/confirmations of coverage as required
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Market new business to various insurers
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Re-market renewals to various insurers
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Review policies and recommend coverages to existing clients
Qualifications and Experience
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High School Diploma + RIBO licensing
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Experience working in a Commercial Lines Insurance Broker role
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Experience with insurance brokerage policy management and quoting software (Applied, Power Broker, Quotey), insurance company portals, and MS Office applications
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Exceptional customer service capabilities
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Strong interpersonal communication skills
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Excellent oral and written communication skills
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Strong organizational and time management skills
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Policy and/or legal agreement/contract interpretation skills
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Mathematical skills (calculating percentages, ratios, averages, premium rates, and using formulas and pre-established equations)
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Relationship management capabilities
Compensation
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Competitive salary: $65,000 to $90,000, based on experience, plus an annual bonus program
This is an excellent opportunity to join a well-established brokerage offering a supportive, collaborative work environment. Ready to take your career to the next level? Don't miss out! Call or text me today for a confidential conversation to learn more!
