Commercial Lines Account Manager
LOCATION
In person
QUALIFICATIONS
2+ years of insurance industry experience, strong Microsoft Office skills (Excel, Word, Outlook, PowerPoint), excellent communication skills, valid Property and Casualty Insurance license, experience with Applied Epic is a plus.
RESPONSIBILITIES
Prequalify insurance prospects, maintain knowledge of carrier appetites, design insurance programs, submit insurance applications, assist in sales presentations, explain coverage to clients, review existing accounts annually, evaluate processes for efficiency.
INDUSTRY
Insurance
SHORT DESCRIPTION
Seeking a Commercial Lines Account Manager to manage complex accounts and advise clients in a fast-paced insurance environment.
Job DescriptionJob Overview:
We are seeking a Commercial Lines Account Manager to join our team. Candidate will be responsible for advising clients and managing complex commercial lines accounts. This role offers the perfect opportunity for a technical professional with real world experience in the insurance industry to grow their career in a fast paced, commercially oriented environment.
Responsibilities & Duties:
- Prequalify insurance prospects for insurability and quality of risk.
- Maintain knowledge of carrier and wholesaler appetites and make recommendations to during the marketing process.
- Design insurance programs and recommend coverages to clients based on risk characteristics.
- Submit complete and accurate insurance applications and related submission documentation to carriers.
- Assist in sales presentations to prospective and existing clients on new and renewal business.
- Explain coverage and exclusions to clients and document explanations in agency management system.
- Review existing accounts/policies at least annually to round out accounts and address any changes in exposure.
- Evaluate processes and procedures and recommend ways to gain efficiency and better serve our clients.
Qualifications:
- 2+ years of insurance industry and account executive experience.
- Strong skills in Microsoft Office suite: Excel, Word, Outlook, and PowerPoint.
- Excellent written and verbal communication skills.
- Valid Property and Casualty Insurance license.
- Experience using Applied Epic is helpful.
Job Type: Full-time
Pay: $70,000.00 - $75,000.00 per year
Benefits:
- Flexible schedule
Work Location: In person
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