Commercial Lines Account Manager

Summit Bridge Partners; Waterbury (CT); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plans

Job summary

Summit Bridge Partners in the United States is seeking a Commercial Lines Account Manager to manage a portfolio of commercial insurance accounts, address client needs, and drive growth. You will build strong client relationships, collaborate with producers and underwriters, and present renewals and proposals.

The role requires 2+ years in commercial lines account management, a solid understanding of commercial insurance products and underwriting, and an active Property & Casualty license.

Qualifications

• 2+ years of experience in commercial lines account management or a related insurance role.
• Strong knowledge of commercial insurance products, coverages, and underwriting processes.
• Excellent communication and interpersonal skills to effectively build client relationships.
• Proficiency in agency management systems and Microsoft Office Suite.

Responsibilities

• Manage a portfolio of commercial insurance accounts to ensure client satisfaction and retention.
• Provide proactive support to clients by addressing inquiries, policy changes, and claims processes.
• Collaborate with producers and underwriters to design and deliver tailored insurance solutions.
• Prepare and present proposals, renewals, and policy reviews to clients.
• Identify opportunities to cross-sell and upsell insurance products.
• Maintain accurate and detailed client records in the agency management system.

Skills

Commercial insurance

Account management

Client relations

Communication

Microsoft Office

Agency management systems

Tools

Agency management system

Microsoft Office Suite

Job description

About the Role

Join a dynamic and fast-paced insurance team as a Commercial Lines Account Manager. This is an exciting opportunity to be part of a multi-generational, family-run company that is in growth mode. You will play a pivotal role in managing commercial accounts, addressing clients' insurance needs, and fostering long-term relationships while contributing to the company’s expansion and success.

Key Responsibilities

• Manage a portfolio of commercial insurance accounts to ensure client satisfaction and retention.
• Provide proactive support to clients by addressing inquiries, policy changes, and claims processes.
• Collaborate with producers and underwriters to design and deliver tailored insurance solutions.
• Prepare and present proposals, renewals, and policy reviews to clients.
• Identify opportunities to cross-sell and upsell insurance products.
• Maintain accurate and detailed client records in the agency management system.

Qualifications and Experience

• 2+ years of experience in commercial lines account management or a related insurance role.
• Strong knowledge of commercial insurance products, coverages, and underwriting processes.
• Excellent communication and interpersonal skills to effectively build client relationships.
• Proficiency in agency management systems and Microsoft Office Suite.
• Active Property & Casualty Insurance License required.

Compensation and Benefits

• Competitive salary: up to $80,000 (commensurate with experience)
• Comprehensive benefits package, including health, dental, vision, and retirement plans.
• Opportunities for professional development and continuing education.
• Supportive and collaborative work environment.