Commercial Lines Account Manager

ZipRecruiter; Dallas (TX); Hybrid; USD 70,000 - 80,000; Full time

Job summary

An established industry player is seeking a skilled Commercial Line Account Manager to oversee a diverse portfolio of commercial accounts. This role is pivotal in nurturing client relationships and ensuring top-notch service delivery. The ideal candidate will possess a robust understanding of insurance products and demonstrate exceptional negotiation skills. With a focus on client satisfaction, you will engage in risk management and provide insightful analyses to meet client needs. If you are ready to take on a challenging yet rewarding position in a dynamic environment, this opportunity is for you!

Qualifications

• P&C License required for managing commercial accounts.
• Extensive knowledge of various insurance coverage products.

Responsibilities

• Coordinate marketing efforts and carrier negotiations for clients.
• Provide detailed cost and coverage analyses for commercial accounts.

Skills

Insurance Coverage Knowledge

Negotiation Skills

Client Relationship Management

Risk Management

Communication Skills

Education

P&C License

Advanced Designations

Job description

Job Description

Position:

Insurance - Commercial Line Account Manager (Mid - Large Market Generalist)

Location:

North Dallas, TX

Salary:

$70,000-80,000 depending on experience, knowledge, and qualifications

Position is in office, but will consider local candidates for hybrid remote.

Job Summary:

Independent Agency is looking for an experienced Senior Account Manager with a generalist background to join their team. This position will be responsible for a significant book of business consisting of commercial accounts from a variety of industries. This individual plays a significant role in maintaining the relationship between the service team, clients, and insurance carriers.

Duties and responsibilities include but are not limited to:

1. Coordinating annual marketing efforts and carrier negotiations;
2. Providing detailed cost and coverage analyses;
3. Answering client policy and coverage questions;
4. Consulting with clients on mid-term policy changes;
5. Providing monthly reporting of client values to carriers;
6. Coordinating and conducting claim review meetings for selected accounts;
7. Visiting client sites to identify potential exposures and needs;
8. Reviewing loss analysis and completing risk management analysis;
9. Working with producers to complete action steps necessary to close renewals, including gathering and researching risk management/insurance and renewal data for marketing;
10. Securing renewal of existing business with assigned accounts and overseeing activities related to the quality of service provided to clients;
11. This position involves working with multiple producers in the Agency.

Required Competencies:

• P&C License required
• Advanced designations desired, but not mandatory
• Extensive knowledge of a variety of insurance coverage products
• Excellent negotiation skills with insurance carriers, brokers, wholesalers, and alternative risk markets
• Ability to provide first-class service to assigned accounts, including certificate issuance, responding to inquiries, and educating client staff about insurance
• Effective verbal and written communication skills with clients, insurance personnel, and third parties
• Knowledge of claims processes, including participation in claim reviews
• Risk Management background is desired

All inquiries will be kept confidential