Commercial Insurance Account Manager

Umanist NA; Cincinnati (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

A client-focused insurance firm in Cincinnati, Ohio, seeks a Commercial Lines Accounts Executive to manage a book of business for commercial accounts. The role involves servicing client requests, using agency management systems, and providing exceptional client support. Candidates should have 3-5 years of experience in commercial insurance and possess an active Ohio Property and Casualty Insurance License. A high school diploma is required, with higher education preferred.

Qualifications

• 3 to 5 years of experience handling commercial insurance accounts.
• Exceptional client service skills for handling book of business.
• Active Ohio Property and Casualty Insurance License required.

Responsibilities

• Manage a book of business for small to middle market commercial accounts.
• Utilize agency management system for servicing client requests.
• Educate on property and casualty markets with agency resources.

Skills

Client service

Knowledge of property and casualty markets

Account management

Communication

Education

High School Diploma or GED

Associates or Bachelor’s degree

Tools

Applied EPIC

Microsoft Office

Job description

Commercial Lines Accounts Executive (CSR)

GENERAL JOB DESCRIPTION

Reporting to the Commercial Lines Service Team Leader, the Commercial Lines Account Executive will provide high level client services for an assigned property and casualty book of business. This assigned property and casualty book of business will encompass both new and renewal accounts of the agency.

TASKS/RESPONSIBILITIES

• Manage a book of business (new and renewal) accounts for small to middle market commercial accounts.
• Utilize the agency management system (Applied EPIC) for all servicing and processing tasks related to client requests and needs (ex: issuance of certificates of insurance, etc.)
• Provide accurate, thoughtful, and prompt services to all clients and related client’s stakeholders within 24 hours of when the request from the client.
• Ability to continuously master the information of all assigned accounts and market renewals to various carrier partner’s when needed.
• Continuously educate your knowledge of the property and casualty markets with the help of agency resources.
• Through account proposals, provide accurate summaries of coverage, submissions and presentations using various Microsoft office products.
• Provide all necessary support to Producer’s/Sales Agent’s in maintaining their current book of business and prospects in the pipeline.
• Ability to be a key liaison between Producers/Sales Agent’s and client’s, as well as between the agency and carrier partners.

REQUIREMENTS

• Minimum of 3 to 5 years of similar related work experience required handling commercial insurance accounts in various industry sector’s; 5 plus years preferred.
• Ability to provide exceptional client service to all accounts within your assigned book of business.
• High School Diploma or GED required; Associates or Bachelor’s degree preferred.
• Current active driver’s license required.
• Active Ohio Property and Casualty Insurance License required.
• Experience using an agency management system (Applied TAM, Applied EPIC, AMS 360) preferred.