Commercial Lines Account Manager

FINITETEK INC; West Springfield (MA); Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

FINITETEK INC is seeking an experienced Senior Commercial Lines Account Manager to join our growing team in Massachusetts. The role focuses on managing an existing book of commercial insurance accounts, delivering outstanding service, and acting as a trusted advisor to clients.

You will handle client calls, coverage needs, and day-to-day servicing with team support. The successful candidate will leverage P&C expertise to review policies and coordinate with carriers for quotes, renewals, and

Qualifikationen

• Experience in the Property & Casualty (P&C) insurance industry.
• Knowledge of commercial insurance policies, coverages, and servicing.
• Excellent verbal and written communication skills.
• Ability to manage multiple accounts and priorities.
• Detail-oriented with strong organizational skills.
• Self-motivated and able to work independently or as part of a team.

Aufgaben

• Manage and service an existing book of commercial lines insurance accounts.
• Build and maintain strong, long-term relationships with clients.
• Serve as a trusted advisor by understanding clients' insurance needs and recommending coverage solutions.
• Handle incoming client inquiries, policy changes, renewals, and other service requests.
• Review policies, endorsements, and insurance documentation for accuracy.
• Coordinate with insurance carriers to obtain quotes and process policy changes.
• Assist with policy renewals and ensure timely follow-up.
• Provide professional and responsive customer service.
• Identify opportunities to improve account retention and client relationships.
• Collaborate with team members to ensure efficient account management and client satisfaction.

Kenntnisse

P&C insurance

Commercial insurance

Communication skills

Account management

Customer service

Relationship building

Organization

Problem solving

Team player

Jobbeschreibung

We are seeking an experienced and motivated Senior Commercial Lines Account Manager to join our growing team. The ideal candidate will have a strong background in the Property & Casualty (P&C) insurance industry and the ability to confidently manage an existing book of commercial insurance accounts.

This individual will play an important role in delivering exceptional customer service, building strong client relationships, and serving as a trusted advisor to commercial insurance clients. The successful candidate should be comfortable handling client calls, addressing coverage needs, and managing day-to-day account servicing responsibilities with the support of the team.

Key Responsibilities

• Manage and service an existing book of commercial lines insurance accounts.
• Build and maintain strong, long-term relationships with clients.
• Serve as a trusted advisor by understanding clients' insurance needs and recommending appropriate coverage solutions.
• Handle incoming client inquiries, policy changes, renewals, and other service requests.
• Review policies, endorsements, and insurance documentation for accuracy.
• Coordinate with insurance carriers to obtain quotes, process policy changes, and resolve account-related issues.
• Assist with policy renewals and ensure timely follow-up.
• Provide professional and responsive customer service.
• Identify opportunities to improve account retention and strengthen client relationships.
• Collaborate with team members to ensure efficient account management and client satisfaction.

Qualifications & Requirements

• Previous experience in the Property & Casualty (P&C) insurance industry.
• Strong knowledge of commercial insurance policies, coverages, and servicing procedures.
• Excellent verbal and written communication skills.
• Ability to manage multiple accounts and prioritize tasks effectively.
• Strong customer service and relationship-building skills.
• Detail-oriented with excellent organizational and problem-solving abilities.
• Self-motivated, dependable, and able to work independently as well as part of a team.
• Comfortable handling client calls and managing day-to-day responsibilities.