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Commercial Insurance Account Manager
Commercial Insurance Account ManagerThe Affinities Group • Oklahoma City, OK, US
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Commercial Insurance Account Manager

Commercial Insurance Account Manager

The Affinities Group • Oklahoma City, OK, US
14 days ago
Job type
  • Full-time
Job description

Make a meaningful impact by helping clients protect what matters most in a supportive and collaborative team environment with opportunities for professional development and career advancement.

  • Supportive and collaborative team environment
  • Opportunities for professional development and career advancement
  • No Nights
  • Internal Promotions
  • CE Credits Stipends
  • Competitive salary and benefits package

Benefits

  • Make a meaningful impact by helping clients protect what matters most
  • Supportive and collaborative team environment
  • Opportunities for professional development and career advancement
  • No Nights
  • No Weekends
  • Internal Promotions
  • CE Credits Stipends
  • Mentorship program
  • Competitive salary and benefits package
  • About The Role

    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 commercial 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 commercial 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 commercial clients.
  • Seek out and develop relationships with potential new clients.
  • Prepare and present proposals, quotes, and presentations to commercial clients.
  • Risk Assessment

  • Assess commercial 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 commercial 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.
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    Commercial Insurance Account Manager • Oklahoma City, OK, US