Commercial Lines Account Manager

Berrongins; Edmond (OK); On-site; USD 50,000 - 70,000; Full time

Job summary

Berrong Insurance Agency is seeking a Commercial Lines Account Manager to maintain and grow client relationships while managing commercial insurance accounts. The role involves developing new business, supporting clients with their needs, and achieving sales metrics. Ideal candidates will have an insurance license and at least two years of relevant experience, along with strong organizational and communication skills.

Benefits

Competitive salary

Dental insurance

Health insurance

Paid time off

Professional Development

Great Benefits Package

Qualifications

• Minimum of two years personal and commercial lines insurance account management experience.
• Hold the insurance license required by your state.
• Possess a valid driver’s license and reliable transportation.

Responsibilities

• Identify and develop commercial insurance opportunities with new and existing clients.
• Foster excellent relationships with clients and prospects through follow-up and support.
• Monitor sales metrics to ensure targets are achieved and document sales activities.

Skills

Customer-focused

Presentation skills

Negotiation skills

Time management

Organizational skills

Education

Bachelor's Degree or comparable work experience

Job description

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Benefits:

• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
  
  
  

The Commercial Lines Account Manager at Berrong Insurance Agency is responsible for maintaining and maximizing profitable relationships with clients and growing the book of business through new client sales.

Benefits/Perks:

• Competitive Pay
• Professional Development
• Great Benefits Package that evolves with the needs of our staff
  
  
  

Responsibilities

• Identify, qualify, and develop commercial insurance opportunities with new and existing clients in person, online, by phone, and through written communication.
• Foster and maintain excellent relationships with clients and prospects through regular follow-up, accurate and timely quotations, and general account support. Anticipate, respond to, and follow up on all existing client needs.
• Monitor, review, and report on key metrics to ensure sales targets are achieved and execute sales activity documentation quickly, accurately, and professionally.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Support and prepare clients for renewal and retention and maintain strong client relationships.
• Maintain CE and participate in ongoing education and keep informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance.
• Review client audits, verify and facilitate corrections as needed and maintain A/R and billing
  
  
  

Qualifications

• Hold the insurance license required by your state and have a minimum of two years personal and commercial lines insurance account management experience, as well as a Bachelor’s Degree or comparable work experience.
• Possess a valid driver’s license and a source of reliable transportation.
• Demonstrate strong knowledge of insurance products and usages, rating procedures, underwriting procedures, coverages, and industry operations to effectively secure new business and maintain an existing client base.
• Have a proven track record of business-to-business sales success. Possess strong presentation, persuasion, and negotiation skills with the ability to close sales.
• Be people-oriented, customer-focused, and professionally assertive in developing new client relationships and servicing existing clients.
• Possess outstanding organizational skills with an ability to complete difficult assignments without supervision, sound business judgment, strong decision-making, and superior written and verbal communication skills.
• Have excellent time management skills, thrive in a team environment, and have Technology and Computer proficiency including agency management systems.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Hospitals and Health Care, Non-profit Organizations, and Government Administration

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