Commercial Insurance Account Manager

Bates Insurance Group and Advisors; Greenville (SC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Flexible schedule

Advancement opportunities

PTO

Training & development

Job summary

Bates Insurance Group and Advisors is seeking an Account Manager in Greenville, SC to maintain and maximize profitable client relationships while growing the book of business through new client sales. The role emphasizes developing commercial insurance opportunities and maintaining strong client communications.

Responsibilities include renewals, client education, and use of agency systems to manage accounts.

Qualifications

• Hold a South Carolina insurance license and have a minimum of two years commercial lines insurance account management experience or comparable work experience.
• Demonstrate strong knowledge of insurance products, rating procedures, underwriting procedures, coverages, and industry operations.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients.
• Maintain excellent relationships with clients and prospects.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing.

Skills

Relationship building

Sales experience

Communication skills

Time management

Team player

Education

SC insurance license

Tools

Agency management systems

Job description

Benefits:

• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

The Account Manager at Bates Insurance Group and Advisors is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients.
• Maintain excellent relationships with clients and prospects.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing

Qualifications

• Hold a South Carolina insurance license and have a minimum of two years commercial lines insurance account management experience or comparable work experience.
• Possess a valid driver's license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.