Commercial Lines Account Manager

The Jonus Group; Birmingham (AL); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive benefits package

Professional development opportunities

Supportive and inclusive environment

Job summary

The Jonus Group is assisting a Birmingham, AL client who seeks a P&C licensed Commercial Lines Account Manager. You will build strong client relationships and provide tailored insurance solutions across commercial lines.

Key duties include client communication, risk analysis, collaboration with underwriters, renewal coordination, and ongoing service with internal teams. Proficiency in insurance software and MS Office is essential for this role.

Qualifications

• Active P&C license.
• Strong understanding of commercial insurance products, coverages and underwriting processes.
• Proficient in using insurance management software and Microsoft Office Suite.
• Prior experience in middle market commercial lines account management or related roles is preferred.

Responsibilities

• Build strong, lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.
• Regularly communicate with clients to assess evolving insurance requirements and address concerns.
• Evaluate client portfolios to identify gaps, recommend enhancements, and tailor policies.
• Collaborate with underwriters to negotiate terms, pricing and coverage options.
• Prepare and present comprehensive insurance proposals and reports to clients.
• Coordinate renewal processes and ensure timely submission to underwriters.
• Review policy documents and endorsements for accuracy and completeness.
• Proactively manage policy changes and administrative tasks.
• Analyze clients' businesses to identify risks and exposures and provide risk management recommendations.
• Act as liaison between clients and carriers during claims process and monitor progress.
• Work with internal teams to deliver seamless service and share market insights.
• Identify opportunities to upsell or cross-sell additional products.
• Ensure compliance with regulations and company policies.

Skills

Active P&C license

Commercial insurance knowledge

Insurance management software

Microsoft Office Suite

Experience in middle market accounts

Tools

Insurance management software

MS Office

Job description

Job Description

Our client is seeking a P&C licensed, dedicated, and proactive Commercial Lines Account Manager to join their team.

• Professional development opportunities and training.
• Supportive and inclusive work environment.

Benefits

• Competitive salary: $60k-80k
• Comprehensive benefits package
• Professional development opportunities and training.
• Supportive and inclusive work environment.

Qualifications

• Active P&C license
• Strong understanding of commercial insurance products, coverages, and underwriting processes.
• Proficient in using insurance management software and Microsoft Office Suite.
• Prior experience in middle market commercial lines account management or related roles is preferred.

Responsibilities

• Build strong, lasting relationships with clients by understanding their business needs and providing personalized insurance solutions.
• Regularly communicate with clients to assess their evolving insurance requirements and address any concerns.
• Evaluate client insurance portfolios to identify coverage gaps, recommend enhancements, and tailor policies to fit clients' specific risks.
• Collaborate with insurance underwriters to negotiate terms, pricing, and coverage options that align with clients' needs.
• Prepare and present comprehensive insurance proposals and reports to clients, outlining coverage details and benefits.
• Coordinate the renewal process by gathering necessary information, updating applications, and ensuring timely submission to underwriters.
• Review policy documents and endorsements to verify accuracy and completeness.
• Proactively manage policy changes, endorsements, and other administrative tasks as needed.
• Analyze clients' businesses and industries to identify potential risks and exposures.
• Provide risk management recommendations to clients to help mitigate potential losses and enhance their overall risk profile.
• Act as a liaison between clients and insurance carriers during the claims process, ensuring claims are reported accurately and efficiently.
• Monitor the progress of claims and provide updates to clients, helping to expedite claim resolution.
• Work closely with internal teams such as underwriting, claims, and risk management to deliver seamless service to clients.
• Collaborate with colleagues to share market insights, industry trends, and best practices.
• Identify opportunities to upsell or cross-sell additional insurance products to existing clients, contributing to account growth.
• Ensure compliance with industry regulations and company policies.
• Maintain accurate and up-to-date client records, documentation, and communication logs.