Commercial Lines Account Manager

ReSource Pro; United States; Remote; USD 54,000 - 91,000; Full time

Benefits offered by this job

100% paid health insurance on Day 1

Remote internet stipend

401k with employer match

Job summary

ReSource Pro is seeking a knowledgeable Commercial Lines Insurance Account Manager to join our service delivery team. You will be the main point of contact and technical expert for a client book, renewing policies, binding new business leads, and expanding the account.

This remote role requires 5+ years of P&C experience, an active license, and proficiency with Excel and Agency Management Systems. You'll train junior staff and collaborate to meet client needs while supporting revenue growth.

Qualifications

• 5+ years Property and Casualty insurance experience in a retail agency or service center.
• Active Resident Property and Casualty license required.
• Excel proficiency and experience with Agency Management System.
• Designations such as CPCU, CIC, CISR, ARM preferred.

Responsibilities

• Manage small books of business for commercial lines insurance clients.
• Drive customer retention and market additional lines of coverage to grow business and properly insure risks.
• Evaluate carrier relationships, commercial insurance products, and market placement.
• Provide quality and timely service to customers and clients.
• Research, provide recommendations and implement ReSource Pro solutions for clients.
• Work in a variety of Agency Management Systems to complete tasks.
• Lead day-to-day customer interactions.
• Consult with customers and advise colleagues on insurance solutions.

Skills

Problem solving

Customer service

Teamwork

Adaptability

Education

Active Property & Casualty Insurance License

Tools

Excel

Agency Management System

Job description

Your Role…

ReSource Pro is looking for a knowledgeable Commercial Lines Insurance Account Manager to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions.

We hire the best because our service is only as good as the people delivering it. We’re committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.

*All candidates must reside in the U.S. to be considered for this position.

In This Role, You Will…

• Manage small books of business for commercial lines insurance clients
• Drive customer retention and market additional lines of coverage to grow business and properly insure risks
• Evaluate carrier relationships, commercial insurance products, and market placement
• Provide quality and timely service to customers and clients
• Research, provide recommendations and implement ReSource Pro solutions for clients
• Work in a variety of Agency Management Systems to complete tasks
• Lead day-to-day customer interactions
• Use your subject matter expertise to consult with customers and advise colleagues
• Gather information about client needs and insurance solutions
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

What You Need to be Successful…

• 5+ years Property and Casualty insurance experience or related coverage experience in a retail agency or service center
• Active Resident Property and Casualty insurance license required
• Microsoft Office Proficiency - Excel required
• Experience working in Agency Management System required
• Industry designations preferred such as CPCU, CIC, CISR, ARM
• Ability to adapt and succeed within a team-oriented environment
• Excellent problem-solving and customer service skills

Your Compensation…

Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is $53,779 -$91,291 annually. The salary range may vary based on the specific geographic location in which the candidate resides.

Your Benefits & Perks…

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend-eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long Term and short-term disability employer-provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health

Your Interview Process…

The standard interview process includes:

1. Behavioral Interview with Talent Acquisition
2. Online talent assessment
3. Hiring Manager Interview

*Additional interview steps may be added depending on the position or if further evaluation is needed.

Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.

About ReSource Pro:

Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times—placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list’s 40+ year history.

Equal Employment Opportunity Policy

ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.