Commercial Lines Senior Account Manager

LP Insurance, LLC

$65K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Advanced level knowledge of commercial insurance coverage and products is essential.
  • Minimum 5 years' experience in Commercial Lines middle market account management with a broker is required.
  • Active Property & Casualty insurance license is required.
  • Certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), or Construction Risk and Insurance Specialist (CRIS) is necessary.
  • Strong attention to detail and accuracy, with a proven ability to meet deadlines.
  • Excellent written and verbal communication skills.

Responsibilities

  • Service assigned Commercial Lines accounts and assist in collections per agency standards.
  • Support large and complex commercial lines clients effectively.
  • Review insurance applications, policies, and endorsements for accuracy.
  • Maintain detailed documentation of all client transactions.
  • Investigate significant client matters with independent judgment.
  • Manage the full renewal process for assigned clients including negotiations with underwriters.
  • Identify new business opportunities and recommend value-added services to clients.

Benefits

  • Full-time job position.
  • Opportunity to work on large and complex accounts.
  • Collaboration with Producers and Account Executives to enhance client service.
  • Potential mentorship opportunities for Account Managers and Assistants.
Full Job Description
Job Type

Full-time

Description

The Position

The Commercial Lines Senior Account Manager is responsible for developing and sustaining strong relationships with existing clients, and may at times, generate new business revenue. This position works in conjunction with Producers, Account Executives, and/or Account Managers on a full range of client services by providing prompt, accurate and courteous service to Clients and other company personnel. This position generally is responsible for the defined essential functions and basic duties on the company's largest and most complex commercial lines accounts.

If you have experience developing client relationships while thriving in customer service and like to have your work matter, this is the position for you!

Requirements

What is Needed:
  • Services Commercial Lines accounts as assigned and aids in collections in accordance with agency policies, procedures and service standards..
  • Supports large and complex commercial lines clients.
  • Review all insurance applications, policies, endorsements, cancellations, and audits for accuracy.
  • Maintain detailed documentation for all client transactions.
  • Investigate matters of significance for clients using independent judgment and discretion.
  • Manage and facilitate full renewal process for assigned clients including preparation of applications to insurance carriers, negotiation with underwriters, review and comparison of insurance carrier quotes and preparation of proposals for clients.
  • Assist Sales Executive in identifying new business opportunities by adding new lines of coverage and recommending value added services to our clients.
  • Requesting referrals and cultivating relationships with new customers.
  • Supervising, leading, or mentoring Account Managers and/or Account Assistants.


Qualifications Needed:
  • Advanced level knowledge of commercial insurance coverage and products is essential.
  • Minimum 5 years' Commercial Lines middle market account management experience with a broker is required.
  • Active Property & Casualty insurance license required
  • Requires certification as a Certified Insurance Counselor (CIC), Certified Risk Manager (CRM), Construction Risk and Insurance Specialist (CRIS), or a similar insurance designation.
  • We prefer, but do not require a Bachelor's Degree in Business, Risk Management, Insurance, or other related field.
  • Strong attention to detail and accuracy, working with specific deadlines.
  • Skilled in producing strong written and verbal communication.

Salary Description

$65,000 - $100,000

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