Commercial Lines Assistant Account Manager

Frey Consulting Group; United States; On-site; USD 50,000 - 70,000; Full time

Job summary

King Risk Partners is seeking a Commercial Lines Assistant Account Manager to support a portfolio of commercial client accounts, processing policy updates, renewals, and servicing requests with accuracy and promptness. You will collaborate with Account Managers, be the primary contact for client inquiries, and guide clients through policy details and claims processes with clarity and professionalism.

You will analyze client needs for coverage enhancements and use data analytics/CRM tools to

Qualifications

• 1-3 years of experience in commercial insurance or a similar client-focused role.
• Exceptional ability to manage client relationships, with a focus on proactive communication and problem-solving.
• Proficient in insurance management software and CRM tools.
• Demonstrated understanding of commercial insurance products and regulatory requirements.

Responsibilities

• Efficiently manage a portfolio of commercial client accounts, ensuring policy updates, renewals, and servicing requests are processed accurately and promptly.
• Collaborate closely with Account Managers to support the development and execution of strategic account plans that enhance client satisfaction and retention.
• Serve as the primary point of contact for client inquiries, guiding them through policy details and claims processes with clarity and professionalism.
• Analyze client needs and suggest coverage enhancements or modifications, demonstrating a consultative sales approach to improve policy offerings.
• Prepare and deliver informative policy summaries and presentations that aid clients in understanding their coverage options.
• Ensure compliance with all regulatory and company policies to mitigate risks and uphold our commitment to ethical insurance practices.
• Leverage data analytics and CRM tools to maintain detailed client records, track interactions, and generate insights for relationship management.

Skills

Client relationship management

CRM tools

Insurance software

Regulatory understanding

Tools

Insurance management software

CRM platforms

Job description

At King Risk Partners, our mission is to provide unparalleled insurance solutions with a personalized touch. As a Commercial Lines Assistant Account Manager, you will play a pivotal role in ensuring our clients experience top-tier service, helping businesses safeguard their assets through expertly tailored insurance packages. Your efforts will directly impact our growth trajectory and contribute to our reputation as a trusted industry leader.

Performance Objectives

• Efficiently manage a portfolio of commercial client accounts, ensuring all policy updates, renewals, and servicing requests are processed accurately and promptly.
• Collaborate closely with Account Managers to support the development and execution of strategic account plans that enhance client satisfaction and retention.
• Serve as the primary point of contact for client inquiries, guiding them through policy details and claims processes with clarity and professionalism.
• Analyze client needs and suggest coverage enhancements or modifications, demonstrating a consultative sales approach to improve policy offerings.
• Prepare and deliver informative policy summaries and presentations that aid clients in understanding their coverage options.
• Ensure compliance with all regulatory and company policies to mitigate risks and uphold our commitment to ethical insurance practices.
• Leverage data analytics and CRM tools to maintain detailed client records, track interactions, and generate insights for relationship management.

You will be part of a dynamic team, leveraging state-of-the-art insurance management software and CRM systems. You'll have access to a wealth of knowledge and a collaborative environment that encourages professional growth.

Essential Qualifications

• 1-3 years of experience in commercial insurance or a similar client-focused role.
• Exceptional ability to manage client relationships, with a focus on proactive communication and problem-solving.
• Proficient in insurance management software and CRM tools.
• Demonstrated understanding of commercial insurance products and regulatory requirements.

Role Selling Points

• Join a rapidly expanding company recognized among the top 100 brokers in the United States.
• Deepen your expertise in insurance with access to diverse product lines, from auto to employee benefits.
• Advance your career in a supportive environment that values innovation and professional development.
• Contribute to a company culture rooted in stellar client service and community impact.

If you're ready to take the next step in your career and make a significant impact in the world of insurance, we invite you to apply and join us at King Risk Partners—where your contribution truly matters. Apply Now .