Commercial Insurance Account Manager

Position Overview: The Account Manager is responsible for servicing a designated book of business of client relationships for commercial lines (i.e., property and casualty), and financial lines (i.e., D&O/E&O Cyber). The Account Manager will help assess the risk management needs of prospects and clients and will market new and renewal accounts. 
Key Responsibilities: Responsible for servicing a designated book of business/clients as relating to marketing, claims, and administration; follow all service protocols for the department. Support Producers with onboarding of new clients and retaining existing clients. Assess the risk management needs of prospects and clients and will market new and renewal accounts. Prepare and deliver presentations to customers outlining available coverage and programs. Manage customer accounts to ensure that all coverage requirements are met. Ensure customer satisfaction through quality service and prompt response to inquiries. Develop and maintain positive relationships with customers, brokers, and carriers. Recommend potential enhancements to processes and/or current policies Recommend coverage and/or policies we do not currently handle. Develop renewal strategy material and coordinate with document design as appropriate. Follow up on policy/endorsement issuance and check policies, endorsements, and audits for accuracy prior to client delivery. Complete Surplus Lines filing, if applicable.  Issue Certificate of Insurance. Qualifications: Bachelors Degree is required.  Minimum of 3+ years of experience in commercial insurance, preferably in real estate. Active P&C license Intermediate to advanced levels of experience with Excel and PowerPoint Benefits Competitive Base Salary: $70,000 - $100,000 (DOE)
PTO
Medical
Dental 
Vision
Applicants must be authorized to work in the U.S.
Preferred Skills Insurance

commerical

Account Management

Real Estate