Review and analyze commercial accounts for coverage, limits, etc., and make appropriate recommendations to clients.
Develop and maintain relationships with clients to ensure that all service needs are met.
Develop new business from existing accounts and assigned leads and contribute to meeting departmental production goals.
Gather information from clients and prepare applications for submission to the Marketing Department regarding new and/or renewal coverage.
Prepare client proposals based on client’s needs, rates and coverages.
Prepare all transactions for assigned accounts, i.e. applications, certificates of insurance, invoices, forms.
Maintain the accuracy of data in the agency management system.
May handle collections of premiums due.
Conduct business in a manner that demonstrates an understanding of both the business and earnings implications of the Company.
Keep informed of changes and trends within the industry for the purpose of anticipating and responding to profit objectives.
Other responsibilities as assigned by Manager.

Two years of commercial lines insurance experience
Thorough knowledge of commercial lines coverages and markets
Property and Casualty Insurance license
High School diploma or equivalent; AA and/or college degree preferred
Excellent oral and written communications skills
Superior customer service and problem-solving skills
Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems
Mastery of virtual technology, including meeting scheduling, video display and screen sharing
Ability to work in a team environment
High level attention to detail is essential
Excellent organizational, interpersonal, and communication skills

Medical, Dental, Vision, and Prescription Drug Coverage
Health Plan Reimbursement Program
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs)
401(k) Savings Plan
Life and Disability Plans
Long-Term Care
Employee Assistance Program (EAP)
Comprehensive Wellness Program
Identity Theft Protection, Group Legal, Accident, Critical Illness, and Pet Insurance
Low-Cost Loan Program and Student Loan Resources
Vacation, Holiday, Sick, and Personal Time Off
Flexible Work Arrangements
Dress for Your Day Policy
Comprehensive Onboarding and Continuing Education

Account Manager, Commercial Insurance

Key skills