Commercial Lines Account Manager

LEI Cross Financial Corp; Town of Providence (NY); Sur place; USD 65 000 - 80 000; Plein temps

Résumé du poste

LEI Cross Financial Corp is seeking a Commercial Lines Account Manager to work in Providence, New York. This role involves daily interactions with clients to manage and expand their commercial insurance needs. The ideal candidate will possess a Bachelor’s Degree and strong customer service skills.

You will be responsible for connecting with business contacts, promoting insurance products, responding to client inquiries, and ensuring high levels of customer satisfaction.

Qualifications

• Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space.
• Strong customer service skills and communication skills (both verbal and written).
• A knowledge of Microsoft Office Suite, AMS experience a plus.

Responsabilités

• Connect with business contacts for potential opportunities and increase sales.
• Promote and sell insurance products and services.
• Provide high-level customer service to all clients.
• Assess client needs and provide advice on coverage levels and products.
• Respond timely to calls and correspondence from customers.
• Maintain a profitable book of business.
• Upsell additional product offerings to existing customers.
• Resolve customer complaints and issues.
• Provide after-sales customer service and maintain contact with customers.
• Attend industry training programs and obtain necessary designations.

Connaissances

Customer service skills

Communication skills

Knowledge of Microsoft Office Suite

AMS experience

Formation

Bachelor’s Degree or equivalent experience in the Commercial Insurance

Description du poste

Position Title: Commercial Lines Account Manager - small business

The Commercial Account Manager will interact with existing & potential clients on a day-to-day basis.

This position sits in Providence with ample parking at a brand new office.

Position Summary

The Commercial Account Manager will interact with existing & potential clients on a day-to-day basis.

Job Responsibilities

• Regularly connect with appropriate business contacts for potential opportunities and increase sales on existing business by account rounding.
• Contribute to brokerage revenue goals by promoting and selling insurance products and services, rounding accounts.
• Provide a high level of customer service to all clients whether on the phone, in person, via email or written correspondence.
• Assess client needs and provide advice on appropriate coverage levels and products.
• Respond to telephone calls and correspondence from existing or potential customers in a timely manner.
• Provide all customers with the appropriate products to mitigate risks and maintain a profitable book of business.
• Upsell additional product offerings to existing customers in order to increase sales opportunities and meet customer needs.
• Respond to customer complaints and resolve issues.
• Provide after-sales customer service and maintain contact with customers, periodically reviewing their needs and updating their files.
• Attend continuing industry training programs as well as obtain necessary designations.

Qualifications

• Education – Bachelor’s Degree or equivalent experience in the Commercial Insurance space.
• Required Job Skills: A knowledge of Microsoft Office Suite, AMS experience a plus.
• Strong customer service skills and communication skills (both verbal and written).