Our client is a large independent insurance agency with a unique opportunity in client service. This role is a part of the agency’s small business, aka select business, department where lower revenue accounts are able to be sold and serviced within one unit are handled. It takes a special individual to work in an position that is typically faster paced, higher volume and requires a person to organize every aspect of the account from quoting a prospect to changing renewal coverage. Another element of this role is the inside sales component. Producers from the larger commercial team will hand you small accounts referrals. You must be able to consult with the prospects on their exposures and coverage needs and discuss pricing options so they purchase the policy.
Commercial Lines Account Manager Responsibilities
- Cultivate and qualify referrals, meet prospective clients, complete marketing and present proposals.
- Market and place all new business and renewals in a timely and proactive manner.
- Consult with clients throughout the year on policy changes; take action on necessary updates including endorsements, cancellations, new in-force coverages, billing and claims.
- Develop relationships with agency’s staff and work closely with other sales and service teams to maximize opportunities to cross selling, upselling and referrals.
Commercial Lines Account Manager Requirements
- College degree is preferred; high school diploma is required. Commensurate experience, continuing education or a professional designation will be considered in lieu of a college degree.
- At least three (3) years of property and casualty insurance experience in a customer service role. This is a terrific opportunity for career progression if you’re currently working as a CSR with a smaller independent agency or as an account manager looking for a way to be more involved in the sales process without becoming a producer or the marketing process without eliminating client contact. This is also an opportunity for individuals without agency experience to transition from the carrier to retail side however its extremely important without an agency background that you have multi-line coverage experience with property, general liability, commercial auto and even some professional lines policies that make up BOPs.
For immediate consideration please contact me at sthompson@insurance-csg.com or by phone at 515-216-5455.
Check out all of our postings here:
Check out some of my recent articles on the blog here:
