Commercial Lines Account Manager

Benefits :

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance

Job description

Since our inception, the TAG Group has been focused on empowering insurance agents to mature their agency and increase their revenue potential.

We exist to see insurance agencies achieve limitless success, so that they can contribute to the wellbeing of their families, communities, and customers.

We want to see generations thrive on the success of their established businesses.

TAG provides a platform with solutions that reach beyond what an agency can achieve alone, including access to carriers, bonuses, market knowledge, best practices and a professional community with similar values and goals.

Job Summary :

The Commercial Lines Insurance Account Manager plays a crucial role in the insurance industry by maintaining and expanding relationships with clients.

They are responsible for managing client accounts, understanding their insurance needs, and ensuring the delivery of top-notch insurance products and services.

Key Responsibilities :

Client Relationship Management :

• Build and maintain strong, long-lasting client relationships.
• Serve as the primary point of contact between the client and the insurance agency.
• Understand clients' insurance needs and provide expert advice and solutions.

Account Management :

• Review and analyze clients' insurance policies to ensure they meet their current and evolving needs.
• Assist clients in making informed decisions about their insurance coverage.
• Renew and update policies as necessary, including negotiating terms and premiums.

New Business Development :

• Identify opportunities to cross-sell or upsell insurance products to existing clients.
• Seek out and develop relationships with potential new clients.
• Prepare and present proposals, quotes, and presentations to clients.

Risk Assessment :

• Assess clients' risk exposure and recommend appropriate insurance solutions.
• Stay updated on industry trends and regulations to provide accurate advice.

Policy Administration :

• Ensure accurate and timely processing of policy documents, endorsements, and claims.
• Resolve any policy-related issues and discrepancies.

Compliance and Documentation :

• Maintain thorough and organized records of client interactions, policies, and transactions.
• Ensure compliance with industry regulations and internal policies.

Client Education :

• Educate clients about insurance products, coverage options, and policy details.
• Provide guidance on risk management strategies.

Team Collaboration :

• Collaborate with underwriters, claims processors, and other internal teams to address client needs.
• Communicate and coordinate effectively within the organization.

Qualifications :

• Active P&C license
• Minimum 3 years customer service in insurance sales or account management.
• Strong understanding of insurance products, policies, and regulations.
• Excellent interpersonal and communication skills.
• Analytical and problem-solving abilities.
• Detail-oriented with strong organizational skills.
• Proficiency in insurance software and Microsoft Office Suite.

Job Types : Full-time, Part-time

Benefits :

• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
Experience level :
• 1 year
• 1 year

Schedule :

• Monday to Friday
Travel requirement :
• No travel
• No travel

Work Location : In person