Commercial Lines Account Manager - Growth & Renewal Specialist

Criterion Executive Search, Inc.; Bristol (CT); Vor Ort; USD 65.000 - 95.000; Vollzeit

Zusammenfassung

Criterion Executive Search, Inc. is seeking a Commercial Lines Insurance Account Manager for a growing independent agency in Connecticut.

The role will handle daily service needs of clients, assist with renewal reviews and coverage recommendations, and ensure accurate data entry at binding. Candidates should have at least 3 years of Commercial Lines Account Management experience, be licensed in Connecticut (P&C), and be proficient with Microsoft Office.

Qualifikationen

• Minimum 3 years of Commercial Lines Account Management experience.
• Must be P&C licensed in Connecticut.
• Experience with Epic agency management system preferred.
• Proficiency in Microsoft Office Suite.

Aufgaben

• Respond to daily service needs of clients.
• Performs renewal reviews thoroughly and timely and makes coverage recommendations.
• Assures that all pertinent data is properly input in the computer upon binding.
• Rounds out existing accounts and cross sells to client other services provided by the agency.
• Makes sure management system is documented.
• In coordination with producer, meets with clients as needed.

Ausbildung

P&C license in Connecticut

Tools

Epic agency management system

Microsoft Office Suite

Jobbeschreibung

Criterion Executive Search, Inc. is seeking a Commercial Lines Insurance Account Manager for a growing independent agency in Connecticut.

The role will handle daily service needs of clients, assist with renewal reviews and coverage recommendations, and ensure accurate data entry at binding. Candidates should have at least 3 years of Commercial Lines Account Management experience, be licensed in Connecticut (P&C), and be proficient with Microsoft Office.