Licensed Commercial Lines Insurance Account Manager

ZipRecruiter; Racine (WI); Remote; USD 60,000 - 80,000; Full time

Job summary

A growing Independent Insurance Agency is seeking a qualified and motivated Commercial Lines Account Manager. The role involves managing client portfolios, fostering strong client relationships, and offering tailored insurance solutions. Ideal candidates will possess strong communication skills, a customer-focused attitude, and at least 3 years of commercial insurance experience.

Benefits

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K with company 3% contribution

Additional PTO (16 Hours) for Volunteer Activities

Qualifications

• Active State Agents P&C License required.
• Minimum of 3 years of commercial insurance experience.
• Experience with Applied EPIC is a plus.

Responsibilities

• Manage and oversee a portfolio of commercial lines accounts.
• Analyze clients' insurance needs and recommend coverage options.
• Prepare applications and maintain client records accurately.

Skills

Communication

Organization

Customer Focus

Education

College Degree

Tools

Applied EPIC Agency Management System

MS Office (Word, Excel, Outlook)

Job description

Job DescriptionJob Description

** Candidate Must Have an Active Property and Casualty License To Be Considered **

Growing Independent Insurance Agency is seeking a qualified and motivated Commercial Lines Account Manager to join our team. This dedicated individual will be responsible for the ongoing service needs for an assigned book of customers and assist the Agency Producers in building long-term client relationships. The ideal candidate must have exceptional written and verbal communication experience as well as fantastic interpersonal skills.

Benefits

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Insurance

Mon-Fri Schedule

401K with company 3% contribution

Additional PTO (16 Hours) for Volunteer Activities

Responsibilities

• Manage and oversee a portfolio of commercial lines accounts, ensuring all client needs are met promptly and effectively.
• Develop and maintain strong relationships with clients through regular communication and follow-ups.
• Analyze clients' insurance needs and recommend appropriate coverage options to mitigate risks.
• Communicate with agency Producers and Carrier Representatives expertly and professionally.
• Understand complex commercial exposures, including specialty product lines.
• Prepare applications, proposals, and related items for existing and new business
• Review newly issued policies and endorsements for accuracy before delivery to clients.
• Process premium audits and assist clients in the event of a dispute.
• Prepare certificates of insurance.
• Keep all client policies, records, and communications accurate and current within the agency management system following agency protocols.
• Stay updated on industry trends, regulations, and changes in the insurance market to provide informed advice to clients.

Requirements

• Applied EPIC Agency Management System Experience.
• State Agents P&C License.
• Minimum of 3 years of commercial insurance experience.
• Demonstrated proficiency in MS Office: Word, Excel, Outlook.
• College degree
• Excellent communication skills, both verbal and written, with the ability to convey complex information clearly.
• Strong organizational and time management skills.
• Friendly and customer focused attitude.
• Ability to work independently.