Commercial Lines Account Manager I - Insurance Services

ZipRecruiter; London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A leading insurance services provider in London is seeking an experienced Account Manager I. You will support client relationships, process insurance documentation, and ensure exceptional service delivery. The ideal candidate has at least 2 years of insurance industry experience and strong organizational skills. This role is a mix of tactical execution and strategic support within a collaborative environment.

Qualifications

• Minimum 2 years of experience in the insurance industry or a related field.
• Active Arkansas Insurance Producer License required.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).

Responsibilities

• Assist clients with inquiries, policy changes, and claims processing.
• Prepare and review insurance documents.
• Support account rounding by identifying cross-sell opportunities.

Skills

Insurance industry experience

Verbal communication skills

Written communication skills

Organizational skills

Attention to detail

Microsoft Office Suite proficiency

Ability to work independently

Tools

Applied Epic

Job description

Job DescriptionJob DescriptionCommercial Lines Account Manager I – Insurance Services

Join our dynamic team as an Account Manager I, where you’ll play a key role in supporting client relationships, processing insurance documentation, and ensuring exceptional service delivery. This position offers a blend of tactical execution and strategic support in a collaborative environment.

Qualifications & Skills

• Minimum 2 years of experience in the insurance industry or a related field.
• Active Arkansas Insurance Producer License required.
• Strong verbal, written, and organizational skills.
• High attention to detail and accuracy.
• Proficient in Microsoft Office Suite (Word, Excel, Outlook).
• Experience with Applied Epic .
• Ability to work independently under moderate supervision.
• Comfortable handling varied and moderately complex tasks.
• Role is 75% tactical, 25% strategic.
• Non-exempt position.

Key Responsibilities

Client Support & Communication

• Assist clients with inquiries, policy changes, and claims processing.
• Maintain high levels of client satisfaction and retention (target: 90%+).
• Communicate effectively via phone, email, and in-person meetings.

Policy & Documentation Management

• Prepare and review insurance documents (applications, quotes, policies, endorsements).
• Set up and maintain client accounts, including Auto ID cards, Evidence of Property, and Certificates of Insurance.
• Ensure accurate data entry in the agency management system.

Sales & Account Development

• Support account rounding by identifying cross-sell opportunities and referring leads to Account Executives or Producers.
• Track policy expiration dates and assist with renewals.

Administrative & Compliance

• Coordinate with carriers on claims, renewals, and policy changes.
• Ensure compliance with agency procedures to prevent errors and omissions.
• Participate in ongoing training and development through SIG U.
• Perform additional duties as assigned by the department supervisor.