Commercial Lines Account Manager | Small to Mid Accounts

ZipRecruiter; Mesa (AZ); Remote; USD 65,000 - 80,000; Full time

Job summary

Join a dynamic team as a Commercial Lines Account Manager, where you will be pivotal in managing client relations for small to middle market clients. This fully remote position allows you to work flexibly while occasionally connecting with the team at the Mesa office. You will oversee client portfolios, manage documentation, and identify sales opportunities, all while ensuring exceptional service and fostering strong relationships. If you have a passion for the insurance industry and thrive in a fast-paced environment, this role offers a fantastic opportunity for growth and development.

Qualifications

• Minimum 3 years in customer service or account management within the insurance industry.
• Property/Casualty License is essential.

Responsibilities

• Oversee a dedicated portfolio of commercial clients, ensuring exceptional service.
• Engage in consultative discussions with clients, fostering strong relationships.

Skills

Customer Service

Account Management

Insurance Knowledge

Technical Proficiency in Microsoft Office

Consultative Sales Skills

Education

College Degree or Equivalent Industry Designations

Tools

EPIC

AMS360

Microsoft Office Suite

Job description

Job Description: Commercial Lines Account Manager | Client Service Manager

Job Title:

Commercial Lines CSR | Small Business to Middle Market Clients

Location:

Fully Remote | Office is located in Mesa AZ

Salary Range:

$65,000 - $80,000 (Varies with experience, training, and qualifications)

Must Know:

EPIC or AMS360

About the Position:

Join our dynamic team as a Commercial Lines Account Manager, where you'll be the cornerstone of our client relations, especially in the small business to middle market sector. This role is ideal for those who prefer the flexibility of remote work, with occasional visits to our office to stay connected and engaged.

Key Responsibilities:

1. Client Management: Oversee a dedicated portfolio of commercial clients, ensuring exceptional service from policy initiation to renewal. This includes managing documentation such as binders, certificates, and policy proposals within set timelines.
2. Consultation & Relationship Building: Engage in consultative discussions with commercial clients, fostering strong relationships with both clients and carriers.
3. Renewals & Marketing: Handle renewals, including obtaining quotes and completing renewal processes. Prepare marketing submissions for existing clients as required.
4. Sales Opportunities: Identify and act on cross-sell and up-sell opportunities in line with client needs.
5. Diverse Role Expansion: Embrace additional responsibilities and opportunities for growth within the team.

Qualifications:

1. Experience: Minimum 3 years in customer service or account management within the insurance industry.
2. Licensing: Property/Casualty License is essential.
3. Knowledge: Profound understanding of insurance products, documents, and their applications.
4. Technical Proficiency: Strong skills in Microsoft Office Suite (Word, Excel, Outlook). Familiarity with Applied/EPIC or AMS360 is an advantage.
5. Independence & Teamwork: Ability to excel both independently and as part of a team.
6. Education: Openness to ongoing learning, with a college degree or equivalent industry designations being advantageous.
7. Adaptability: Capability to thrive in a fast-paced environment.

Contact:

Scott M. White
Senior Insurance Recruiter, APR Insurance Careers Inc

[e-mail]