Commercial Lines Account Manager – P&C

Jobtailor

Atlanta (GA)

On-site

USD 65,000 - 90,000

Full time

14 days+
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Job summary

Jobtailor is seeking an experienced Account Manager in Atlanta, GA to support producers, market new business, and renewals for mid-to-large Commercial Lines clients. You will document activities, analyze plans, and service accounts while coordinating with underwriters and carriers.

Ideal candidates have a P&C Producer License, 3+ years in account management in the required lines, and strong outside-the-box cross-selling insight.

Qualifications

  • P&C Producer License required.
  • Middle Market Risk Experience.
  • 3+ years in Account Management in required lines / 3-5 years in Account Management.
  • Contract and Lease Review Experience.
  • Experience in an insurance setting.
  • Ability to manage mid-to-large Commercial Lines accounts.
  • Proficient with Applied Systems Epic.

Responsibilities

  • Assist producers by marketing new business and renewal submissions for clients.
  • Document marketing and client-related activities.
  • Understand clients’ insurance objectives and analyze plans for suitability.
  • Review and service client accounts proactively.
  • Obtain renewal information and prepare submissions.
  • Select markets and negotiate with underwriters; prepare proposals.
  • Process policies and review issued policies for accuracy and endorsements.
  • Liaise between clients and carriers to resolve service issues.
  • Input and update policy details and maintain client files.
  • Develop new business from existing accounts and contribute to production goals.

Skills

Verbal communication
Written communication
Organizational skills
Client relationship management

Tools

Applied Systems Epic
Microsoft Office
Outlook
Excel
PowerPoint

Job description

  • Work alongside Producers and other Associated personnel on all aspects of client procedures
  • Independently assist producers by marketing new business and renewal submissions for new and existing clients
  • Document marketing and client-related activities
  • Understand clients’ insurance objectives
  • Analyze and compare insurance plans for suitability
  • Review and service client accounts proactively
  • Obtain necessary renewal information
  • Prepare applications, surveys and other submission documents
  • Select markets and negotiate with underwriters
  • Prepare proposals
  • Process policies and review issued policies for accuracy and endorsements
  • Document conversations with clients and carrier representatives
  • Update Associated management systems
  • Liaise between clients and insurance carriers to resolve service issues
  • Input and update policy details and maintain new/renewal client files
  • Develop new business from existing accounts
  • Contribute to departmental production goals
  • Identify and follow up on cross-selling opportunities
Requirements
  • Resident P&C Producer License
  • Middle Market Risk Experience
  • At least 3+ years of experience in an Account Management role in required lines / 3-5 years of experience in an Account Management role
  • Contract and Lease Review Experience
  • Working knowledge of Microsoft Office - Outlook, Excel and PowerPoint
  • Good written and verbal communication skills
  • Ability to communicate with both clients and agency personnel
  • Ability to listen, clarify and respond well to questions
  • Demonstrated proficiency with Applied Systems Epic
  • Experience in an insurance setting
  • Ability to manage mid-to-large sized Commercial Lines insurance accounts
  • Exceptional organizational skills and ability to handle a high-volume workload
Core Competencies

Demonstrates expertise in Account Management within the insurance industry, with a focus on client relationship building, policy processing, and market negotiation. Proficient in managing mid-to-large sized Commercial Lines accounts while achieving departmental production goals.

Highest-signal resume keywords
  • P&C Producer License
  • Middle Market Risk Experience
  • Applied Systems Epic Proficiency
  • Account Management Experience
  • Contract and Lease Review Experience
Hard Skills
  • Policy Processing
  • Insurance Plan Analysis
  • Proposal Preparation
  • Client Account Servicing
  • Market Selection and Negotiation
Soft Skills
  • Written Communication
  • Verbal Communication
  • Organizational Skills
  • Listening Skills
  • Client Relationship Management
Certifications & Qualifications
  • P&C Producer License
Industry Keywords
  • Commercial Lines Insurance
  • Client Procedures
  • Cross-Selling Opportunities
  • Renewal Information
  • High-Volume Workload
Tools & Technologies
  • Microsoft Office
  • Outlook
  • Excel
  • PowerPoint
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