Commercial Lines Account Manager (Mid-Large Market)

Dillingham Insurance; Enid (OK); In loco; USD 60.000 - 90.000; Tempo pieno

Descrizione del lavoro

Dillingham Insurance in Enid, OK is seeking an experienced Commercial Insurance Account Manager to oversee a portfolio of commercial accounts, deliver exceptional service, and coordinate with Producers and Sr. Account Managers on renewals and coverage changes.

You will handle policy applications, endorsements, and proposals, ensure regulatory compliance, and support cross-selling opportunities while maintaining strong client relationships.

Competenze

• Bachelor’s degree or equivalent industry experience.
• 5+ years in commercial insurance preferred, with account management and client-facing experience.
• Proficiency in insurance software systems and Microsoft Office Suite; Applied Epic preferred.
• Must have and maintain a valid driver's license and acceptable MVTR.

Mansioni

• Manage a portfolio of commercial insurance clients and maintain strong relationships.
• Serve as the main client contact for inquiries, coverage changes, and renewals.
• Support clients during the claims process with adjusters and underwriters.
• Process policy applications, renewals, and endorsements accurately and timely.
• Collaborate with Producers to secure new business and cross-sell coverages.

Conoscenze

Account management

Client-facing

Customer service

Communication

Time management

Organizational skills

Formazione

Bachelor’s degree or equivalent industry experience

5+ years experience in commercial insurance

Strumenti

Applied Epic

Epic Agency Management System

Microsoft Office

Descrizione del lavoro

• Location 201 N Grand St.,Suite 100,Enid, OK, 73701,United States
• Industry insurance, financial, risk management
• Employee Type FT-Exempt
• Required Degree High school
• Manage Others No

Contact information

• Phone [phone]
• Email [e-mail]

Service, Growth, Transparency, Innovation
For almost 100 years, Dillingham Insurance has strived to be the best workplace for our employees, and partner for clients and carriers, while encouraging a family-atmosphere that enables people, businesses and communities to grow. We help people and businesses who are exhausted by impersonal and confusing insurance options, through personalized consulting and transparent, thoughtful, and comprehensive insurance solutions that are easy to understand, while still delivering results.

We offer business insurance, group benefits, personal lines, and human resource solutions from both foreign and domestic markets to our clients of all sizes across the United States. If you are looking for a company with genuine care and concern for its employees, a commitment to excellence, and a culture of growth and innovation, consider joining the Dillingham Team.

Our Commercial Line Account Managers manages a portfolio of commercial insurance accounts, provides exceptional customer service, and collaborates with Producers and Sr. Account Managers to develop and retain business. The Commercial Account Manager is responsible for overseeing the insurance needs of clients, handling policy renewals, claims support, and ensuring client satisfaction by delivering customized insurance solutions.

Requirements

Education/Qualifications/Skills:

• Bachelor’s degree or equivalent industry experience.
• Industry experience of 5+ years is preferred, experience in commercial insurance, with considerable experience in account management and client-facing roles.
• Proficiency in using insurance software systems and Microsoft Office Suite, Applied Epic Agency Management System is preferred.
• Must possess and maintain a valid driver’s license for the state in which you reside, and an acceptable Motor Vehicle Report.

Preferred Education and Experience

• Proven experience as a Commercial Insurance Account Manager, Insurance Producer, or similar role in the insurance industry.
• In-depth knowledge of commercial insurance products, coverages, and industry regulation.
• Strong customer service skills with a focus on building and maintaining client relationships.
• Excellent communication, organizational, and time management skills.

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is regularly required to talk or listen. The employee frequently is required to stand, walk; sit for extended periods of time, use hands to finger, handle or feel; and reach with hands and arms.

Summary

Client Management

• Manage and maintain a portfolio of commercial insurance clients, focusing on building strong, long-term relationships.
• Act as the main point of contact for clients, addressing inquiries and providing expert advice on coverage, policy changes, and renewals.
• Provide support to clients during the claims process, working closely with claims adjusters and underwriters to ensure timely communication and updates.

Policy Administration

• Process and verify insurance policy applications, renewals, binders, certificates, endorsements, and other related documents for accuracy and timely delivery.
• Ensure all policy requirements are met, including necessary forms, and documentation.
• Prepare insurance summaries and proposals in an accurate and efficient manner.
• Collaborate with Producers in securing new business and supporting existing accounts.
• Identify opportunities for cross-selling additional coverages and services based on clients' risk management needs.
• Participate in client visits alongside Producers when needed, providing knowledgeable support.

Client Acquisition & Retention

• Develop and implement strategies to retain existing clients, improve customer satisfaction, and increase the overall account base.
• Seek out new business opportunities through networking, referrals, and other outreach efforts.

Compliance & Documentation

• Ensure all client interactions, policies, and renewals comply with industry regulations and internal company policies.
• Maintain detailed records and ensure all policy documents are up to date.
• Adhere to the Dillingham Commercial workflows as it relates to the proper process and procedures related to documentation saved in Epic (Applied Systems).

Education & Industry Knowledge

• Stay informed about new products, services, and industry trends through participation in training programs, seminars, and professional development activities.
• Utilize technical skills to address clients' evolving insurance needs.

Dillingham Insurance is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all qualified applicants and employees without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other status protected by applicable law.