Commercial Lines Account Manager

Talently; California (MO); Remote; USD 35,000 - 65,000; Full time

Job summary

A dynamic company in the Insurance industry is seeking a motivated Commercial Lines Account Manager. This fully remote role offers an opportunity to manage a commercial insurance book while providing exceptional service to clients. Ideal for candidates who excel in building client relationships and delivering tailored insurance solutions.

Benefits

Medical insurance

Vision insurance

401(k)

Qualifications

• Current and valid P/C insurance license required.
• Strong customer service and sales skills necessary.
• Proficiency in using Agency Management systems is essential.

Responsibilities

• Market account renewals and negotiate with underwriters.
• Process client service requests and manage invoicing.
• Function as the primary client service contact and ensure satisfaction.

Skills

Customer service

Sales

Organizational skills

Communication skills

Proficiency in Agency Management systems

Education

P/C insurance license

Job description

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Manager, Insurance and Insurtech Recruitment

Job Title: Commercial Lines Account Manager

Location: Remote - Pacific or Mountain Timezones only

About the Insurance Industry Company / The Opportunity:

Our client, a dynamic company in the Insurance industry, is seeking a motivated and customer-focused Commercial Lines Account Manager. This is an exciting opportunity to manage a commercial insurance book of business while providing exceptional service to existing clients. The role is fully remote and offers flexibility to work in a fast-paced, goal-oriented environment. If you thrive on building strong client relationships and delivering tailored insurance solutions, this position is ideal for you.

Responsibilities:

• Market account renewals and negotiate with company underwriters to present clients with optimal solutions.
• Utilize the Agency Management system to streamline workflow and ensure efficiency.
• Process client service requests, including insurance documents, proposals, and applications for new or renewal business.
• Review new business, renewals, cancellations, and endorsements; ensure accurate processing and transmission to clients.
• Prepare comprehensive proposals and maintain complete policy records.
• Manage invoicing in compliance with company standards.
• Review monthly renewals up to 120 days in advance of expiration and participate in formal account reviews.
• Maintain a deep understanding of all lines of coverage and market conditions.
• Function as the primary client service contact, ensuring excellent customer satisfaction.
• Follow agency procedures and insurance company regulations to ensure compliance.
• Perform other duties and projects as assigned by management.

Must-Have Skills:

• Current and valid P/C insurance license.
• Strong customer service and sales skills.
• Proficiency in using Agency Management systems.
• Exceptional organizational and communication skills.

Nice-to-Have Skills:

• Experience with cross-selling insurance products to commercial clients.
• Knowledge of market trends and legislative changes in the insurance industry.
• Ability to work effectively in a remote or hybrid environment.
• Goal-oriented mindset with a proven track record of achieving targets.
• Previous experience servicing a commercial insurance book of business.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business

• Industries

  Insurance Agencies and Brokerages and Insurance

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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