Commercial Insurance Account Manager

Job Description

Job Description

Our independent insurance agency is seeking a skilled and motivated Commercial Insurance Account Manager to join our team. Our experienced staff reflects our strong culture of loyalty, teamwork, and commitment to client satisfaction. We pride ourselves on delivering excellent client service, personalized coverage solutions, and maintaining strong relationships with our commercial clients.
The Commercial Insurance Account Manager will service a book of commercial lines business, handling day-to-day client needs, managing renewals, and supporting new business development. This individual should be able to work independently, manage multiple priorities, and communicate effectively with clients, underwriters, and agency staff.
Responsibilities :
~ Provide exceptional customer service to commercial clients by responding to inquiries about policies, coverages, and claims.
~ Work closely with producers/agents to develop new business and retain existing clients.
~ Quote, bind, invoice, and issue new business and renewals within 90 days of renewal dates.
~ Send renewal applications to clients and carriers 30-60 days prior to renewal.
~ Issue Certificates of insurance and process endorsements as needed.
~ Submit and follow up on claims with insurance carriers.
~ Develop and maintain strong working relationships with clients, underwriters, and carriers.
~ Obtain competitive coverages for clients by quoting new business and renewals with multiple carriers.
~ Maintain organized records and documentation within the agency management system.
~Demonstrate strong problem-solving skills to help resolve or offer solutions to customer needs.
~ Exhibit excellent time management and multitasking abilities to handle multiple tasks and clients efficiently.
Qualifications :
~ Required: Active Ohio Property & Casualty License .
~ Preferred: Commercial lines insurance experience and solid understanding of Property & Casualty coverages.
~ Knowledge of Applied TAM/Epic software is a plus (not mandatory).
~Experience with Cincinnati Insurance rating systems is a plus (not mandatory).
~ Strong organizational, time management, and multi-tasking skills. Ability to work independently and as part of a team.
~ Excellent written and verbal communication skills.