Commercial Lines Account Manager

Criterion Executive Search, Inc.; Bristol (CT); On-site; USD 70,000 - 95,000; Full time

Job summary

Criterion Executive Search, Inc. is assisting a Bristol, CT insurance agency in recruiting a Commercial Lines Insurance Account Manager. The role focuses on servicing client needs, renewal reviews, and accurate data entry at binding.

The ideal candidate has at least 3 years in Commercial Lines Account Management, holds a Connecticut P&C license, and is familiar with Applied Epic or similar agency management systems. Proficiency in MS Office and ongoing insurance knowledge updates are essential.

Qualifications

• Proficiency in Microsoft Office Suite.
• Remain current on insurance knowledge and industry developments.
• Minimum 3 years of Commercial Lines Account Management experience.
• Licensed P&C in Connecticut.
• Experience with Applied Epic is preferred.

Responsibilities

• Respond to daily service needs of clients.
• Perform renewal reviews thoroughly and timely and make coverage recommendations.
• Ensure data is properly input upon binding in the system.
• Round out existing accounts and cross-sell other agency services.
• Document the management system.
• In coordination with the producer, meet with clients as needed.

Skills

Microsoft Office

Tools

Applied Epic

Job description

Growing independent insurance agency is seeking a Commercial Lines Insurance Account Manager.

Responsibilities:

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Makes sure management system is documented.
• In coordination with producer, meets with clients as needed.

Requirements:

• Minimum 3 years of Commercial Lines Account Management experience
• Must be P&C licensed in Connecticut.
• Experience in Applied Epic (preferred).
• Proficiency in Microsoft Office Suite
• Remain current on insurance knowledge and various industry developments.