Commercial Lines Account Manager

The Misch Group; Lincolnton (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

A professional insurance brokerage is seeking a Commercial Lines Account Manager to manage and service a portfolio of commercial accounts. The ideal candidate will have over 5 years of insurance experience, strong knowledge of property and casualty policies, and excellent communication skills. The role involves consulting with clients on policy changes and managing account renewals in a timely manner.

Qualifications

• Min of 5 years of insurance industry experience related to servicing small to medium commercial accounts.
• Technical knowledge of product area or industry required.
• Professional verbal and written communication skills essential.

Responsibilities

• Manage a book of commercial lines accounts from A-Z.
• Consult with clients on policy changes and risk management concerns.
• Market/quote new business and account renewals.

Skills

Client service

Policy and coverage knowledge

Communication skills

Risk management consultation

Account management

Education

Property and Casualty license

Tools

Microsoft Office

Applied EPIC

Job description

Commercial Lines Account Manager

We are seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the assigned Producer.

Responsibilities

• Account management from A-Z.
• Holistic and consultative approach to customer service.
• Working knowledge of Property and Casualty accounts such as Contractors, Hospitality, Manufacturing, Retail, HOAs.
• Research and compile answers to client policy and coverage questions.
• Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client.
• Experience with multiple carrier underwriters and online rating portals.
• Identify, compile and manage information regarding account renewals.

Qualifications

• Min of 5 years of insurance industry experience related to servicing small to medium commercial accounts
• Property and Casualty license
• CIC, CPCU, or other insurance designations are desirable but not required.
• Knowledge of Insurance and/or Brokerage business
• Technical knowledge of product area or industry
• Ability to provide consultation and expert advice to management on risk management issues.
• Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook, Teams)
• Applied EPIC experience preferred
• Professional verbal and written communication skills