Commercial Lines Account Manager

Criterion Executive Search, Inc.; Bristol (CT); On-site; USD 65,000 - 95,000; Full time

Job summary

Criterion Executive Search, Inc. is seeking a Commercial Lines Insurance Account Manager for a growing independent agency in Connecticut.

The role will handle daily service needs of clients, assist with renewal reviews and coverage recommendations, and ensure accurate data entry at binding. Candidates should have at least 3 years of Commercial Lines Account Management experience, be licensed in Connecticut (P&C), and be proficient with Microsoft Office.

Qualifications

• Minimum 3 years of Commercial Lines Account Management experience.
• Must be P&C licensed in Connecticut.
• Experience with Epic agency management system preferred.
• Proficiency in Microsoft Office Suite.

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.

Education

P&C license in Connecticut

Tools

Epic agency management system

Microsoft Office Suite

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 with Epic agency management system (preferred).
• Proficiency in Microsoft Office Suite
• Remain current on insurance knowledge and various industry developments.