Commercial Lines Account Manager | Remote Days

ZipRecruiter; Carmel-by-the-Sea (CA); Remote; USD 70,000 - 80,000; Full time

Job summary

A leading company is seeking a Commercial Lines Account Manager in Carmel, CA. This role involves managing insurance accounts, responding to client inquiries, and ensuring customer satisfaction. Qualified candidates will have significant experience in the insurance industry and strong communication skills.

Qualifications

• 5-7 years experience in commercial lines account management.
• Proficiency in agency management software.
• Excellent written and verbal communication skills.

Responsibilities

• Manage a book of commercial lines accounts, ensuring client satisfaction.
• Respond to client inquiries regarding policy and coverage.
• Conduct policy reviews and prepare proposals for renewals.

Skills

Customer satisfaction

Communication

Multi-tasking

Education

Property and Casualty license

Certified Insurance Counselor (CIC)

Chartered Property Casualty Underwriter (CPCU)

Tools

Applied (TAM or EPIC)

AMS360

Microsoft Office Suite

Job description

Job DescriptionJob DescriptionJob Title: Commercial Lines Account Manager | Client Service Manager | CSRSalary: $70k- $80k base salaryLocation: Carmel, IN | Remote Days
Job Overview:
The Commercial Lines Account Manager serves a critical role in our organization, managing a diverse portfolio of commercial insurance accounts. This individual is the primary contact for our clients and is responsible for nurturing these relationships by understanding their needs, providing excellent service, and ensuring their coverage aligns with their business requirements.
Key Responsibilities:

• Oversee and manage a book of commercial lines accounts, ensuring high levels of customer satisfaction.
• Respond to client inquiries regarding policy and coverage promptly and professionally.
• Conduct policy reviews, recommend coverages, and prepare proposals for renewal business and/or additional lines of coverage.
• Work closely with producers to market new business and negotiate renewals, ensuring optimal coverage/cost ratios.
• Establish and maintain strong relationships with carrier representatives and underwriters.
• Understand and utilize agency management software and carrier online rating portals efficiently.
• Maintain accurate and detailed client and policy information within the agency management system.
• Stay informed about changes in the insurance industry and engage in continuous professional development to enhance technical knowledge and capabilities.

Qualifications:

• A minimum of 5-7 years of experience in commercial lines account management or related role in the insurance industry.
• Property and Casualty license required.
• designations: Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), or equivalent.
• Proficiency in agency management software, preferably Applied (TAM or EPIC) or AMS360.
• Strong knowledge of various types of commercial insurance policies.
• Excellent written and verbal communication skills to effectively communicate with clients, team members, and carriers.
• Ability to manage multiple tasks, set priorities, and meet deadlines.
• Proficient with Microsoft Office Suite or related software for producing professional reports, spreadsheets, and presentations.

All inquiries will be kept 100% Confidential