Account Manager - Commercial Lines

Robertson Ryan Insurance; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join a forward-thinking insurance agency recognized as a Top Workplace! As a Commercial Lines Account Manager, you will play a key role in providing exceptional client service and managing comprehensive insurance solutions for a diverse clientele. Your expertise in commercial insurance will help clients navigate their unique needs, ensuring they receive tailored support and guidance. This innovative firm values a dynamic culture and offers a collaborative environment where your contributions will be celebrated. If you have a passion for client service and a drive to excel in the insurance industry, this is the perfect opportunity for you!

Qualifications

• 7+ years of experience in Commercial Insurance service with large market clients.
• Proficient in MS Office and experience with agency management systems.

Responsibilities

• Manage client service requests and develop strategic solutions.
• Prepare applications and proposals for new and existing business.

Skills

Commercial Insurance Service

Client Service

Organizational Skills

Analytical Skills

Communication Skills

Time Management

Education

Property & Casualty Insurance License

Tools

Applied Epic

MS Office Suite

Job description

Location: Remote

Job Id:138

# of Openings:1

Recognized nationally as a Top Workplace and Top 100 US Insurance Agency!

Since 1960, Robertson Ryan Insurance has provided comprehensive solutions across Business, Benefits, and Personal Insurance. We proudly serve over 65,000 clients, from small businesses to major national accounts across various industries. With a team of more than 490 professionals and partnerships with over 150 insurance companies, we are the 48th largest Property & Casualty Insurance Agency according to the Insurance Journal. Our dynamic and enjoyable culture is a cornerstone of our success, with many team members having been with us for over a decade. It’s an exciting time to join our growing firm!

Commercial Lines Account Manager:

As an experienced Account Manager in Commercial Lines, you will have the primary responsibility of managing customers' service needs. Provide proactive day to day client service by responding to client inquiries and issues in a timely manner. Create new and renewal proposals for prospects and clients. Serving as the customer’s sounding board, and liaison for insurance needs, you will help prepare, deliver, and maintain their custom insurance programs.

Major Responsibilities:

• Responsible for client service. Respond timely to client service requests as well as identify problems and develop strategic solutions.
• Manage communications for new business quotes, renewals, policy changes, audits and billing.
• Understand complex exposures including specialty product lines.
• Prepare applications, proposals and related items for existing and new business.
• Organize and prioritize workflows for assigned book(s) of business.
• Provide expert professional support to our Agent Owners and help grow and retain business.
• Assist with client management system and support administrative tasks and marketing projects.
• Work with sales professionals to review client exposures, loss experience, current coverages and recommend appropriate products and services on an annual basis.
• Utilize the agency management systems in an accurate and timely manner to enter and maintain all pertinent information.

Knowledge, Skills and Abilities:

• 7+ years prior professional experience in Commercial Insurance service working with “middle market” to "large market" sized clients with a record of providing an exceptional experience.
• Experience handling a large generalist book of business (preferred).
• Excellent presentation skills, including verbal and written communication.
• Strong organizational, time management skills and strong analytical, judgment, and decision-making skills.
• Proficient in MS Office Suite.
• Licensed in Property & Casualty Insurance
• Applied Epic experienced preferred.

EEO/AA Statement:Robertson Ryan provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Attention to all Recruiting Agencies:Recruitment at RRI works on a direct sourcing model. We will contact agencies directly if needed. RRI is not responsible for any related fees for resumes submitted to job postings, our employees or any other part of our company.