Commercial Lines Account Manager

The Jonus Group; Kaukauna (WI); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Benefits package

401(k)

Paid time off

Professional development

Job summary

The Jonus Group is seeking a dedicated Commercial Lines Account Manager to join our team in Wisconsin. You will manage a portfolio of commercial insurance accounts, serving as the primary client contact and coordinating with carriers to secure renewals and endorsements.

You will review policies for coverage and compliance, prepare client proposals, and maintain meticulous records in the agency system. Strong communication and organizational skills are essential.

Qualifications

• 3-5 years of experience in commercial insurance account management.
• Licensure or certifications preferred.
• Proficiency with insurance software and MS Office.
• Excellent written and verbal communication skills.

Responsibilities

• Manage and service a portfolio of commercial insurance accounts.
• Serve as the primary contact for clients and carriers.
• Collaborate with carriers to negotiate terms and renewals.
• Review client policies for coverage and compliance.
• Assist in proposals, presentations, and client materials.
• Maintain accurate records in the agency management system.
• Stay informed on industry trends and regulations.

Skills

Client communication

Time management

Attention to detail

Organizational skills

Proactive account management

Tools

Insurance software

Microsoft Office

Job description

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in managing and servicing commercial insurance accounts, ensuring client satisfaction, and maintaining strong relationships with clients and carriers. The ideal candidate will bring a strong background in commercial insurance, excellent communication skills, and a proactive approach to account management.

Job Description

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in managing and servicing commercial insurance accounts, ensuring client satisfaction, and maintaining strong relationships with clients and carriers. The ideal candidate will bring a strong background in commercial insurance, excellent communication skills, and a proactive approach to account management.

Compensation Package

• Salary Range: $55,000 - $65,000 annually, with potential for up to $70,000 - $75,000 based on experience.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service a portfolio of commercial insurance accounts, ensuring client needs are met with accuracy and efficiency.
• Act as the primary point of contact for clients, addressing inquiries, resolving issues, and providing exceptional customer service.
• Collaborate with insurance carriers to negotiate terms, secure renewals, and process endorsements.
• Review and analyze client policies to ensure adequate coverage and compliance with industry standards.
• Assist in the preparation of proposals, presentations, and other client-facing materials.
• Maintain accurate and up-to-date records in the agency management system.
• Stay informed about industry trends, regulations, and best practices to provide clients with informed recommendations.

Qualifications/Requirements

• Experience: 3-5 years of experience in commercial insurance account management or a related field.
• Licensure/Designations: Relevant insurance licenses or certifications are preferred.
• Skills:
• Strong knowledge of commercial insurance products and services.
• Excellent communication and interpersonal skills.
• Detail-oriented with strong organizational and time-management abilities.
• Proficiency in insurance software and Microsoft Office Suite.
• Preferred Experience: Familiarity with captive insurance programs is a plus.