Commercial Insurance Account Success Associate

Frey Consulting Group; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

King Risk Partners is seeking a Commercial Lines Assistant Account Manager to support a portfolio of commercial client accounts, processing policy updates, renewals, and servicing requests with accuracy and promptness. You will collaborate with Account Managers, be the primary contact for client inquiries, and guide clients through policy details and claims processes with clarity and professionalism.

You will analyze client needs for coverage enhancements and use data analytics/CRM tools to

Qualifications

• 1-3 years of experience in commercial insurance or a similar client-focused role.
• Exceptional ability to manage client relationships, with a focus on proactive communication and problem-solving.
• Proficient in insurance management software and CRM tools.
• Demonstrated understanding of commercial insurance products and regulatory requirements.

Responsibilities

• Efficiently manage a portfolio of commercial client accounts, ensuring policy updates, renewals, and servicing requests are processed accurately and promptly.
• Collaborate closely with Account Managers to support the development and execution of strategic account plans that enhance client satisfaction and retention.
• Serve as the primary point of contact for client inquiries, guiding them through policy details and claims processes with clarity and professionalism.
• Analyze client needs and suggest coverage enhancements or modifications, demonstrating a consultative sales approach to improve policy offerings.
• Prepare and deliver informative policy summaries and presentations that aid clients in understanding their coverage options.
• Ensure compliance with all regulatory and company policies to mitigate risks and uphold our commitment to ethical insurance practices.
• Leverage data analytics and CRM tools to maintain detailed client records, track interactions, and generate insights for relationship management.

Skills

Client relationship management

CRM tools

Insurance software

Regulatory understanding

Tools

Insurance management software

CRM platforms

Job description

King Risk Partners is seeking a Commercial Lines Assistant Account Manager to support a portfolio of commercial client accounts, processing policy updates, renewals, and servicing requests with accuracy and promptness. You will collaborate with Account Managers, be the primary contact for client inquiries, and guide clients through policy details and claims processes with clarity and professionalism.

You will analyze client needs for coverage enhancements and use data analytics/CRM tools to