Commercial Lines Account Manager

Associated Insurance and Risk Management Advisors; Rolling Meadows (IL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Stability

Culture

Investing in talent

A winning team

Flexibility

Access to senior leadership

Benefits

Job summary

Associated Insurance and Risk Management Advisors is seeking an experienced Commercial Lines Account Manager in Illinois. The role requires managing a mid-to-large book of business as the day-to-day client contact, collaborating with Producers, and handling marketing, renewals, and proposals with underwriters.

Ideal candidates have 5–10 years in account management within insurance, a P&C producer license, and proficiency in Applied Systems Epic and MS Office.

Qualifications

• 5–10 years of experience as an Account Manager in insurance.
• Working knowledge of agency management systems such as EPIC.
• Proven ability to manage mid-to-large Commercial Lines accounts.

Responsibilities

• Collaborate with Producers on all aspects of client procedures.
• Market new business and renewals for clients and document accordingly.
• Assess client objectives and compare plans for suitability.
• Service client accounts, prepare renewals, surveys, and applications, negotiate with underwriters.
• Document conversations with clients and carriers in management systems.

Skills

Account management

Client relations

Communication

Negotiation

Sales and cross-selling

Tools

Applied Systems Epic

Microsoft Office

Excel

PowerPoint

Outlook

Job description

We’re growing and are looking to expand our team of talented Account Managers to join associated!

Outstanding career opportunity

for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our client’s success and solutions.

Our ideal candidate

is a self-starter with 5-10 years of experience as an Account Manager in an insurance setting, with a working knowledge of agency management systems such as EPIC. Will manage a book of business that is mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Possess a team-oriented mindset with exceptional organizational skills and can handle a high-volume workload.

A career with Associated means an opportunity with an employer that offers:

• Stability – 130-year-old privately held insurance brokerage and risk advisory firm.
• Culture – We are committed to creating a family-oriented environment.
• Investing in talent – Consistently developing our talent by encouraging teammates to grow their knowledge and expand their careers.
• A winning team – Delivered over 10% growth of both revenue and headcount every year for the past five years.
• Flexibility – Collaborate with our teammates to shape work schedules in a way that balances personal, professional, and organizational needs.
• Access to senior leadership – Intentional communication strategy that includes virtual and in-person engagement with an emphasis on feedback from the team.
• Benefits – We deliver a well-rounded offering to our teammates from robust dental and health benefits, which includes mental wellness, to more unique offerings like pet insurance and time off perks.

The Role- What you’ll do as a Commercial Lines (P&C) Account Manager:

• Works closely with Producers and other Associated personnel on all aspects of client procedures.
• Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate.

Requirements

• Resident P&C Producer License
• At least 3+ years of experience and demonstrated proficiency in a Account Management role in required lines/5-10 years of experience in an Account Management role
• Contract and Lease Review Experience
• Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
• Good written and verbal communication skills and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
• Demonstrated proficiency with Applied Systems Epic