Commercial Lines Account Manager

The Agency Recruiting; Baltimore (MD); On-site; USD 55,000 - 75,000; Full time

Job summary

A local recruiting agency in Baltimore is seeking a service-oriented individual for a role focused on customer interactions and policy management. The ideal candidate should have strong communication skills and knowledge of commercial property. Responsibilities include assisting clients with policy renewals, gathering rates from carriers, and ensuring high levels of service. Experience in managing multiple tasks and working collaboratively is essential.

Qualifications

• Service-oriented individual with high ethical standards.
• Comfortable working at a varying pace with multiple tasks.
• Ability to manage frequent interruptions.
• Ability to assess client needs and tailor solutions.
• Effective time management and prioritization abilities.
• Strong written and verbal communication across teams and clients.

Responsibilities

• Gather rates from carriers for new business proposals.
• Assist clients with policy renewals and transitions.
• Ensure high levels of customer service interactions.
• Review accounts for coverage recommendations.
• Review client accounts for appropriate coverage and recommendations.
• Participate in weekly team meetings and departmental reviews.
• Ensure high levels of customer service in interactions with clients and carriers.
• Collaborate with agency producers on service-related tasks and coverage clarity.

Skills

Knowledge of Commercial Property

Proposal building

Time management

Strong communication

Diligent follow-up

Clear Communication

Job description

Job Summary:

The ideal candidate will be a service-oriented individual with high personal standards for ethical conduct and a hands-on work style. This position requires an individual who is comfortable working at a varying pace, addressing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions. In our highly collaborative environment, a commitment to teamwork and effective communication is essential. This means that the desired candidate will be able to clearly communicate both internally with our team and externally with our clients and carriers.

Duties and Responsibilities:

• Gather rates from carriers, working efficiently to prepare new business proposals for personal lines prospects and assisting writing producer with application submission and policy issue.
• Assist clients with renewal process independently, reviewing policies for correct coverage, soliciting rewrite quotes when necessary, and ensuring a smooth transition when moving policies to a new carrier.
• Handling direct and agency billed annual renewals
• Processing endorsements, accords, applications, and claims
• Review clients existing accounts for coverage recommendations
• Partake in weekly team meetings and monthly department meetings
• Ensure high levels of customers service interactions
• Work with agency producers with customer service-related task
• Ensure customers have the right coverages while identifying and resolving customer conflicts

Skills and Abilities:

• Knowledge of all areas of Commercial Property most notably high net worth buildings.
• Knowledge of proposal building for presentation to client
• Ability to work independently and anticipate client and team needs.
• Effective time management and decision‑making skills
• Diligent follow‑up skills
Ability to express ideas clearly in both written and oral communications.