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Commercial Lines Account Manager
Commercial Lines Account ManagerThe Jonus Group • Richmond Hill, New York, USA
Commercial Lines Account Manager

Commercial Lines Account Manager

The Jonus Group • Richmond Hill, New York, USA
30+ days ago
Job type
  • Full-time
Job description

Job Description

A Commercial Lines Account Manager at an independent insurance agency plays a pivotal role in managing and servicing commercial insurance accounts. This position requires a blend of technical insurance knowledge client relationship management and administrative skills. Below is a comprehensive overview of the typical responsibilities qualifications and skills associated with this role.

Key Responsibilities

  • Client Relationship Management : Serve as the primary liaison between clients insurance carriers and internal teams ensuring client needs are met promptly and effectively.
  • Policy Administration : Handle all aspects of policy management including quoting binding issuing certificates processing endorsements and managing renewals.
  • Coverage Analysis : Review and analyze clients insurance needs providing consultative advice on coverage options exclusions and exposures.
  • Documentation and Record-Keeping : Maintain accurate and up-to-date client records in the agency management system documenting all communications and transactions.
  • Collaboration with Producers : Work closely with producers to support new business development and ensure seamless service delivery to clients.
  • Client Education : Educate clients on policy terms audit procedures and risk management strategies to help them make informed decisions.

Qualifications and Skills

  • Licensing : Active Property & Casualty insurance license is typically required.
  • Experience : Prior experience in commercial lines account management preferably within an independent agency setting
  • Technical Proficiency : Familiarity with agency management systems (e.g. Applied Epic AMS360) and proficiency in Microsoft Office Suite.
  • Communication Skills : Excellent verbal and written communication abilities to interact effectively with clients and team members.
  • Organizational Skills : Strong attention to detail and the ability to manage multiple tasks and deadlines efficiently.
  • Problem-Solving Abilities : Capacity to address and resolve client issues and coverage questions promptly and accurately
  • Ideal Candidate Attributes

  • Client-Focused : Demonstrates a commitment to providing exceptional service and building long-term client relationships.
  • Team-Oriented : Collaborates effectively with colleagues and contributes to a positive team environment.
  • Adaptable : Able to adjust to changing client needs and industry developments.
  • Continuous Learner : Engages in ongoing professional development to stay current with insurance products and regulations.
  • #LI-RM10

    #INDTJG-ST

    Required Experience :

    Manager

    Key Skills

    Administration,Facilities Management,Advocacy,Aerospace,Cloud Computing,Back Office

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

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    Commercial Lines Account Manager • Richmond Hill, New York, USA

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