Commercial Lines Account Strategist - Client Growth & Service

Zohorecruit; Framingham (MA); Presencial; USD 75 000 - 95 000; Tempo integral

Resumo da oferta

Integrated Insurance Solutions in Framingham, MA is seeking an experienced Commercial Lines Account Manager to manage an existing book of business and collaborate with producers and carriers. You will advise clients, ensure accurate coverage, and drive service excellence in a growing agency.

The role requires 3+ years in commercial lines, strong communication skills, and proficiency with EPIC or similar agency management systems, within a collaborative team environment.

Qualificações

• At least three years of commercial lines experience within an insurance agency.
• Strong knowledge of commercial insurance coverage and terminology.
• Experience managing client relationships and providing excellent customer service.
• Strong written and verbal communication skills.
• Excellent organization and attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Ability to work independently while being an effective member of a team.
• Working knowledge of Microsoft Office and commercial insurance rating systems.
• Experience with Applied EPIC or a comparable agency management system.

Responsabilidades

• Manage and develop relationships with an established book of commercial clients.
• Partner with producers to onboard and service new accounts.
• Coordinate the renewal process, including gathering information, reviewing coverage needs, preparing submissions, and working with carriers.
• Review policies and coverage to help ensure accuracy and identify potential gaps or changing client needs.
• Respond to client questions and service requests accurately and promptly.
• Work with insurance carriers and underwriters to resolve coverage, pricing, and service issues.
• Support clients with endorsements, certificates, claims questions, and other ongoing insurance needs.
• Maintain accurate and complete account information within the agency management system.
• Identify opportunities to strengthen client relationships and expand coverage where appropriate.

Conhecimentos

Commercial lines

Client relationships

Communication skills

Organization

Team player

Ferramentas

Applied EPIC

Microsoft Office

Descrição da oferta de emprego

Integrated Insurance Solutions in Framingham, MA is seeking an experienced Commercial Lines Account Manager to manage an existing book of business and collaborate with producers and carriers. You will advise clients, ensure accurate coverage, and drive service excellence in a growing agency.

The role requires 3+ years in commercial lines, strong communication skills, and proficiency with EPIC or similar agency management systems, within a collaborative team environment.