Commercial Account Manager

Swartsmanning; Las Vegas (NV); On-site; USD 65,000 - 85,000; Full time

Job summary

Swarts, Manning & Associates, an independent agency serving Nevada, California, and Utah, seeks a Commercial Lines Insurance Account Manager in Las Vegas, NV. The role targets candidates with strong personal lines experience and a focus on high net-worth clients. Responsibilities include proactive client service, renewal processes, carrier communications, and maintaining policy documentation.

A P&C license is required; CPCU/CIC/CISR designations are a plus. EPIC experience preferred.

Qualifications

• 2 years Commercial Lines Insurance experience.
• Experience with high net-worth clients.
• Holds appropriate P&C License. Professional designations a plus.
• EPIC Experience preferred.

Responsibilities

• Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.
• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.
• Create and present renewal proposals to existing clients.
• Communicate clients' needs and binding instructions to carriers.
• Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.
• Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.
• Utilize the agency management system to enter and maintain all pertinent account information.
• Ensure regulatory requirements are met and comply with internal policies and procedures.
• Other duties as assigned.

Skills

Time management

Active listening

Detail oriented

Organized

Team player

Problem solving

Education

P&C Insurance License

CPCU/CIC/CISR certs nice to have

Tools

EPIC Experience

MS Office

CRM software

Job description

About Us:

Swarts, Manning & Associates, with locations in Nevada, California, and Utah, is seeking applicants for Commercial Lines Insurance Account Manager in Las Vegas, Nevada. This opportunity is designed for individuals that have extensive personal lines experience, particularly, with high net worth clients; and are ready to take a serious look at a change to an organization eager to help the person meet their goals and build a solid financial future.

Job Description:

Manage customer needs for a well-established independent insurance agency by performing the following tasks:

• Provide proactive day-to-day client service by anticipating client needs and responding to client questions and issues in a timely manner.


• Make necessary contacts both inside and outside of the organization in order to obtain client requested information.


• Review client exposures, loss experience, current coverages, and recommend appropriate products and services on an annual basis.


• Create and present renewal proposals to existing clients.


• Communicate clients' needs and binding instructions to carriers.


• Implement and maintain a quality service plan ensuring the accuracy of binders, policies, certificates, and other relevant documents.


• Manage client accounts receivables to ensure timely collection of premiums and payments to carriers.


• Utilize the agency management system in an accurate and timely manner to enter and maintain all pertinent account information.


• Ensure that all regulatory requirements are met and complies with all internal policies and procedures.


• Other duties as assigned.

Experience Requirements:

• 2 years Commercial Lines Insurance experience required.


• Experience with high net-worth clients


• Holds appropriate P&C License. Professional designations a plus, e.g. CPCU, CIC, CISR etc.


• EPIC Experience preferred

Competencies:

• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required.


• Strong active listening skills with the ability to ask thoughtful and probing questions in order to determine a client's needs. Must be detail oriented with effective follow-up skills.


• Must be highly proficient in the use of personal computers and supporting software in a Windows based environment, including MS Office products (Word, Excel, PowerPoint); experience using customer or contact relationship management software strongly preferred, knowledge of EPIC is ideal.


• Demonstrated ability to function effectively as a team-oriented self-starter in a high visibility client environment.


• Proven ability to exercise sound judgment and strong problem-solving skills.


• Must demonstrate professional and ethical business practices, adherence to company standards, and a commitment to personal and professional development.

Core Competencies:

• Adaptability/Flexibility


• Attention to Detail


• Listening Skills


• Organized


• Team Player


• Professional & Ethical


• Microsoft Office


• Problem Solving