Senior Commercial Client Advisor

Incendia Partners; Charlotte (NC); Vor Ort; USD 70.000 - 90.000; Vollzeit

Zusammenfassung

Incendia Partners is seeking a Senior Commercial Client Manager to manage and service a portfolio of commercial insurance clients while delivering exceptional client experiences. This role involves developing strong client relationships, leading account management, and negotiating coverage terms across multiple lines of insurance.

The ideal candidate will have over 5 years of experience in commercial insurance account management and possess a Property & Casualty insurance license. Strong communication and organizational skills are essential for success in this role.

Qualifikationen

• 5+ years of commercial insurance account management experience.
• Active Property & Casualty insurance license.
• Strong understanding of commercial lines coverage and risk management concepts.
• Experience with agency management systems and carrier platforms.
• Excellent customer service, communication, and problem-solving skills.
• Ability to manage multiple priorities and deadlines effectively.

Aufgaben

• Manage a book of commercial insurance business across multiple industries.
• Lead renewal strategy meetings and coordinate renewal timelines.
• Market accounts to insurance carriers and negotiate coverage terms.
• Prepare proposals, summaries of insurance, and client presentations.
• Review policies, endorsements, and audits for accuracy.
• Handle client requests, certificates of insurance, and coverage questions.
• Assist clients with claims reporting and resolution support.
• Maintain strong relationships with carriers and underwriting partners.
• Mentor junior team members and support training initiatives.
• Ensure compliance with agency standards, licensing, and documentation requirements.

Kenntnisse

Commercial lines coverage understanding

Customer service

Communication skills

Problem-solving

Time management

Ausbildung

5+ years of commercial insurance account management experience

Active Property & Casualty insurance license

CISR, CIC, CRM or similar designation preferred

Tools

Agency management systems

Carrier platforms

Jobbeschreibung

Incendia Partners is seeking a Senior Commercial Client Manager to manage and service a portfolio of commercial insurance clients while delivering exceptional client experiences. This role involves developing strong client relationships, leading account management, and negotiating coverage terms across multiple lines of insurance.

The ideal candidate will have over 5 years of experience in commercial insurance account management and possess a Property & Casualty insurance license. Strong communication and organizational skills are essential for success in this role.