Commercial Lines (P&C) Account Manager

Associated Agencies Inc; Rolling Meadows (IL); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Bonus eligibility

Hybrid work schedule

Job summary

Associated Agencies Inc is expanding its Commercial Lines (P&C) Account Manager team in rolling Meadows, IL. The role focuses on managing mid-to-large commercial accounts, handling renewals, and cross-selling opportunities with support from producers and staff.

You will market new business, service client accounts, and maintain meticulous policy and communication records. A Resident P&C Producer License and Middle Market experience are required.

Qualifications

• Resident P&C Producer License is required.
• 5–10 years in account management in insurance.
• Middle Market Risk experience preferred.
• Strong written and verbal communication skills.

Responsibilities

• Collaborate with Producers and staff on client procedures.
• Market new business and renewals for clients with independent decision making.
• Assess client objectives and compare insurance plans for suitability.
• Prepare applications, surveys and documents for submissions and negotiations.
• Maintain client files and document conversations with clients and carriers.

Skills

Account management

Communication

Organizational skills

Team-oriented

High-volume workload

Education

Resident P&C Producer License

Tools

Applied Systems Epic

Outlook

Excel

PowerPoint

Job description

Description

We’re growing and are looking to expand our team of talented Account Managers to join Associated!

Outstanding career opportunity

for an independent and dynamic individual that is eager to work alongside the best producers in the firm. We offer opportunities for growth and advancement, including paid training and professional development. Through the company’s support and resources, you have the capability of becoming a leading contributor to our client’s success and solutions.

Our ideal candidate

is a self-starter with 5-10 years of experience as an Account Manager in an insurance setting, with a working knowledge of agency management systems such as EPIC. Will manage a book of business that is mid-to-large sized Commercial Lines insurance accounts as the day-to-day client contact. Possess a team-oriented mindset with exceptional organizational skills and can handle a high-volume workload.

The Role- What you’ll do as a Commercial Lines (P&C) Account Manager:

• Works closely with Producers and other Associated personnel on all aspects of client procedures.
• Makes major decisions independently in assisting producer(s) by handling the marketing of new business and renewal submissions for new and existing clients and document accordingly.
• Acquires understanding of clients’ insurance objectives and analyzes and compares insurance plans to determine suitability.
• Proactively review and service client accounts by obtaining the necessary information for renewals; preparing applications, surveys and other documents for submission, selection of markets, negotiations with underwriters, preparation of proposals, processing of policies as well as reviewing issued policies for accuracy and endorsements.
• Appropriately documents conversations with clients and carrier representatives and updates all Associated management systems when necessary.
• Act as a liaison between clients and insurance carriers to resolve any client service issues.
• Servicing the needs of client accounts by inputting and updating policy details and maintaining new/renewal client files.
• Develops new business from existing accounts and contributes to departmental production goals. Identifies and follows-up on cross selling opportunities when appropriate.

Requirements

• Resident P&C Producer License
• Middle Market Risk Experience
• At least 3+ years of experience and demonstrated proficiency in a Account Management role in required lines/5-10 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 and the ability to communicate with both clients and agency personnel; ability to listen, clarify and respond well to questions
• Demonstrated proficiency with Applied Systems Epic

Associated Benefits

• Click HERE for benefits
• Bonus eligibility
• Salary $70,000-$90,000
• Hybrid work schedule
• #Li-hybrid