Senior Account Manager – Commercial Lines

Role Overview

• Serves as a client advocate and primary point of contact for assigned large accounts, addressing questions, guiding coverage changes, and educating on exclusions and exposures
• Develops professional relationships and understands clients’ core business
• Manages client expectations and anticipates needs of the client while ensuring service commitments are met
• Designs insurance plans and acts as field underwriter, binding coverage as needed
• Strategically remarkets renewals to maintain high account retention
• Identifies coverage deficiencies and consults clients to limit exposures
• Prepares proposals, loss evaluations, and risk analyses, ensuring accurate quotations and policies
• Produces binders, certificates, policies, and endorsements accurately
• Ensures timely and accurate policy renewals
• Facilitates claims reporting and settlement processes
• Conducts thorough policy reviews during renewals and audits, verifying accuracy and ensuring necessary corrections are executed
• Proactively communicates significant audit discrepancies to clients and determines further action
• Reviews cancellation requests, determining reasons and attempting to retain client accounts while maintaining the company’s financial integrity
• Stays informed about industry developments, new products, legislation, coverage options, and technological advancements to continuously enhance knowledge, performance, and client services
• Recommends process improvements as needed
• Quickly identifies and resolves complex client service issues
• May manage and direct the work of others
• Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class client service experience
• Performs other projects, duties, and tasks, as assigned.

Requirements

• A Property and Casualty License from state of domicile is required and must be maintained
• CPCU and/or Certified Insurance Counselor (CIC) Designations, a plus
• High school diploma or equivalent required
• Four-year degree preferred
• 7+ years’ account management experience in the insurance industry with a focus on commercial lines of coverage is required
• Strong analytical and mathematical skills
• Excellent PowerPoint and presentation skills for both in-person and teleconference/webinar sessions
• In-depth understanding of all aspects of commercial lines of coverage with the ability to advise clients concerning their complex insurance needs
• Excellent written and verbal communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint and Word)
• Must be computer literate with the ability to learn new software applications
• Advanced knowledge of insurance markets, products, services, insurance ratings and underwriting procedures
• Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation
• Self-managed and responsible for project and time management
• Willingness to adhere to all principles of confidentiality
• Ability to work independently and as part of a team.

Benefits

• Competitive pay
• A safe and healthy work environment provided by our robust benefit program including family health and wellness programs
• 401K
• Employee assistance programs
• Paid time off
• Paid holidays