Senior Commercial Lines Account Manager

Jobot; Chagrin Falls (OH); Remote; USD 80,000 - 120,000; Full time

Job summary

Join a well-established insurance agency with a rich history and a commitment to personalized service. This dynamic role as a Commercial Lines Account Manager offers the chance to manage a diverse portfolio of commercial accounts, ensuring exceptional client service and retention. You will leverage your expertise in operations, underwriting, and customer service to analyze coverages, make recommendations, and collaborate with a talented team. With a focus on growth and development, this opportunity promises a supportive environment where your contributions will be valued. If you are passionate about exceeding client expectations and thrive in a fast-paced setting, this position is perfect for you.

Benefits

Great company culture

Competitive salary

Talented and tenured team

Comprehensive benefits

Remote flexibility

Qualifications

• 5+ years of experience in a similar role in the Finance industry.
• Extensive knowledge of commercial coverages and procedures.

Responsibilities

• Manage a portfolio of commercial accounts, ensuring client needs are met.
• Develop and maintain strong relationships with clients.

Skills

Customer Service

Account Management

Operations

Underwriting

Analytical Skills

Communication Skills

Education

Professional Insurance Designation (e.g., CIP, CRM)

Tools

Standard Office Software

Industry-Specific Systems

Job description

This range is provided by Jobot. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $120,000.00/yr

Work for an established firm with great growth potential!

This Jobot Job is hosted by Jonathan Santo.

Salary: $80,000 - $120,000 per year

A Bit About Us

As a trusted and well-established insurance agency with a long-standing presence since 1925, we serve a wide range of clients across all 50 states. Our expertise includes risk management, insurance solutions, bonding, employee benefits, and financial services. Our diverse clientele spans industries such as manufacturing, construction, distribution, and transportation, among others. Built on a foundation of personalized service and decades of experience, we exceed industry standards in providing tailored solutions.

Why join us?

• Great company culture
• Competitive salary
• Talented and tenured team
• Great comprehensive benefits
• Remote flexibility

Job Details

We are currently seeking a dynamic, detail-oriented, and experienced Commercial Lines Account Manager to join our thriving team in the Finance industry. This is a permanent position that offers an excellent opportunity to manage a diverse portfolio of commercial accounts. The successful candidate will have a strong background in operations, underwriting, customer service, and account management. They will be responsible for managing all aspects of client service, including renewals, policy changes, proposals, applications, and certificates. This role requires a deep understanding of commercial coverages and procedures, and a commitment to providing exceptional customer service.

Responsibilities

• Manage a portfolio of commercial accounts, ensuring all client needs are met in a timely and professional manner.
• Develop and maintain strong relationships with clients, providing exceptional customer service and ensuring client retention.
• Review and analyze client's existing coverages, identifying gaps and making recommendations for improvements.
• Prepare and present proposals to clients, explaining the details of coverages and benefits.
• Process policy changes, renewals, applications, and binders in accordance with company procedures.
• Issue certificates of insurance and manage policy documentation.
• Collaborate with underwriting team to ensure accurate and efficient policy issuance.
• Assist clients with claims process, acting as a liaison between clients and insurance carriers.
• Keep up-to-date with industry trends and developments, ensuring compliance with all relevant regulations and standards.
• Participate in regular team meetings and contribute to the continuous improvement of our operations and procedures.

Qualifications

• A minimum of 5 years of experience in a similar role within the Finance industry.
• Proven experience in operations, underwriting, customer service, and account management.
• Extensive knowledge of commercial coverages, procedures, and regulations.
• Excellent interpersonal and communication skills, with a strong customer service orientation.
• Ability to analyze complex information and make sound decisions.
• Proficient in the use of standard office software and industry-specific systems.
• Professional insurance designation (e.g., CIP, CRM) is an asset.
• Experience in life and health insurance, with a strong understanding of benefits, is preferred.

This is a fantastic opportunity for a seasoned Commercial Lines Account Manager to grow their career within a supportive and dynamic team. If you are passionate about providing outstanding service and have a knack for managing complex commercial accounts, we would love to hear from you. Apply today!