Commercial Lines Account Manager

Jonus Group; Kaukauna (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k)

Paid time off

Professional development

Job summary

Jonus Group is seeking a dedicated Commercial Lines Account Manager in Wisconsin to manage and service a portfolio of commercial insurance accounts, ensuring client needs are met efficiently.

You will act as the primary client contact, negotiate terms with carriers, process endorsements, and help prepare proposals while maintaining up-to-date records. A strong background in commercial insurance and excellent communication are essential.

Qualifications

• 3-5 years of experience in commercial insurance account management.
• Relevant licenses or certifications preferred.
• Proficient in insurance software and Microsoft Office.

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 and providing exceptional service.
• Collaborate with insurance carriers to negotiate terms, secure renewals, and process endorsements.
• Review client policies to ensure adequate coverage and compliance with industry standards.
• Assist in preparing proposals, presentations, and client-facing materials.
• Maintain accurate records in the agency management system.
• Stay informed about industry trends, regulations, and best practices to provide informed recommendations.

Skills

Commercial insurance knowledge

Communication skills

Organization/time management

Insurance software

Microsoft Office

Tools

None

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.

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