Commercial Lines Account Manager

The Jonus Group; Fort Myers (FL); Remote; USD 60,000 - 90,000; Full time

Job summary

A leading company in the banking and financial services sector is seeking a dedicated Commercial Lines Account Manager. This role involves managing a portfolio of commercial insurance accounts, providing exceptional customer service, and contributing to business growth. The ideal candidate will have proven experience in commercial insurance, strong communication skills, and the ability to analyze client needs effectively.

Qualifications

• Proven experience as a Commercial Lines Account Manager.
• Strong understanding of commercial insurance products.
• Excellent interpersonal and communication skills.

Responsibilities

• Manage and service a portfolio of commercial insurance accounts.
• Build and maintain strong relationships with clients.
• Prepare and present insurance proposals and renewals.

Skills

Client Relationship Management

Communication

Problem Solving

Detail-oriented

Team Collaboration

Education

Relevant insurance designations (AAI, CIC, CRM)

Tools

Insurance industry software

Microsoft Office

Job description

Join to apply for the Commercial Lines Account Manager role at The Jonus Group.

We are seeking a dedicated and experienced Commercial Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing and servicing a portfolio of commercial insurance accounts, providing exceptional customer service, and assisting in business growth and retention. This is an exciting opportunity for a motivated and client-focused individual to contribute to our continued success in the industry.

Responsibilities

1. Build and maintain strong relationships with clients, underwriters, and other stakeholders to ensure client satisfaction and retention.
2. Evaluate clients' insurance needs and recommend appropriate coverage solutions.
3. Prepare and present insurance proposals and renewals to clients.
4. Coordinate policy changes, endorsements, and claims, and ensure timely and accurate processing.
5. Analyze and review policy documents and endorsements for accuracy.
6. Stay informed about industry trends, market changes, and insurance products to provide clients with the most relevant advice and solutions.
7. Collaborate with the sales team to identify and pursue business growth opportunities.
8. Assist in the development and implementation of business strategies to achieve account retention and growth goals.
9. Adhere to industry regulations and internal policies, procedures, and guidelines.

Qualifications

1. Proven experience as a Commercial Lines Account Manager, with expertise in managing accounts ranging from $0-$100k, $100k-$500k, and $500k+.
2. Strong understanding of commercial insurance products, coverages, and risk management.
3. Excellent interpersonal and communication skills with the ability to build and maintain strong client relationships.
4. Proficient in insurance industry software and Microsoft Office applications.
5. Detail-oriented with strong organizational and time management abilities.
6. Ability to work effectively in a team environment and independently.
7. Demonstrated ability to analyze and solve complex problems.
8. Relevant insurance designations such as AAI, CIC, or CRM are preferred.

Day-to-day Activities

1. Communicating with clients and underwriters to address inquiries and resolve issues.
2. Developing and presenting insurance proposals and renewal options.
3. Reviewing policy documents, endorsements, and claims for accuracy.
4. Collaborating with the sales team to identify and pursue business growth opportunities.
5. Adhering to industry regulations and internal policies.
6. Keeping abreast of industry trends and changes to ensure clients receive up-to-date advice and solutions.

Additional Information

Position: Mid-Senior level, Full-time

Industries: Banking, Financial Services, and Insurance

Location: Remote (Must live in FL)