Commercial Account Manager

About the Role

Key Responsibilities

• Explore, create, execute, and review all information necessary to design and implement appropriate insurance programs for clients, both new and renewal, in accordance with agency and underwriting guidelines.
• Manage and maintain assigned book of business, ensuring timely renewal processes to protect client, agency E&O exposure, and carrier relationships.
• Accurately represent insured(s) to carrier partners according to agency submission standards.
• Prepare proposals and summaries of insurance, collaborate with producers to present proposals to clients, and obtain required signatures and warranties to secure coverage.
• Maintain and update agency management systems with all required information according to agency procedures.
• Prepare summaries of insurance for producer and client review.
• Prioritize and manage workflow to ensure efficient, timely, and accurate handling of responsibilities.
• Collaborate with producers, associates, and team members, providing technical support to assist clients and reach agency goals.
• Maintain knowledge of industry state and federal rules, regulations, and carrier underwriting requirements.
• Consult, inform, and educate clients on coverages, exclusions, and exposures.
• Represent the agency in collaboration with producers in handling complaints and concerns to maintain positive relationships with clients and carriers.
• Perform all other duties requested by management to help achieve organizational goals.

Requirements

• High school diploma or equivalent.
• Property & casualty license.
• Strong organizational, time management, and communication skills.
• Analytical and detail-oriented with the ability to think critically regarding complex solutions.
• Above-average mathematical skills.
• Respect for client and associate confidentiality.
• Highly motivated, self-starter with the ability to work independently in a fast-paced environment.
• Experience with Microsoft Office products (Word, Excel, PowerPoint, Outlook).
• Experience with AMS360, ImageRight/WorkSmart, and carrier website platforms.
• Three to five years' experience in property & casualty marketing (preferred).
• Awareness of E&O exposure and use of E&O prevention techniques.

Nice to Have

• Associates level or higher education (preferred).
• CISR, CIC or equivalent designation.

Qualifications

• Property & casualty license.
• High school diploma or equivalent.
• Associates level or higher education (preferred).