Commercial Lines Account Manager

This is a fully remote position, open to applicants in Montana.

📋 Description

• Oversee and service an assigned portfolio of commercial clients, specifically focusing on Oil & Gas accounts.

• Establish robust client relationships by delivering prompt, precise, and professional assistance.

• Manage renewals, policy modifications, endorsements, audits, certificates, and various servicing requirements.

• Evaluate coverage requirements and offer advice on risk management and insurance solutions.

• Collaborate with producers and carrier partners to market, quote, and secure both new and renewal business.

• Assess policies and renewal terms to pinpoint coverage gaps, exposures, and areas for enhancement.

• Support clients with billing inquiries, claims coordination, and questions related to policies.

• Ensure accurate and current client information is maintained within agency management systems.

• Remain updated on industry trends, carrier appetite, underwriting guidelines, and market conditions impacting Oil & Gas risks.

• Recognize cross-selling and account-rounding opportunities to bolster client protection and promote agency growth.

⛳️ Requirements

• A minimum of 5 years of experience in Commercial Lines Account Management, preferably with Oil & Gas accounts.

• Solid comprehension of commercial insurance coverages, policy forms, and risk exposures within the Oil & Gas sector.

• Experience with Construction, Agriculture/Farm, or other intricate commercial accounts is highly regarded.

• Valid Property & Casualty License.

• Exceptional communication, organizational, and problem-solving abilities.

• Capacity to juggle multiple priorities while maintaining a keen attention to detail.

• Strong client service orientation with a consultative approach to account management.

• Familiarity with agency management systems and proficiency in Microsoft Office applications.

🏝️ Benefits

• Comprehensive benefits package, including medical, dental, and vision insurance.

• 401(k) with employer matching.

• Paid time off and company holidays.

• Continuing education and professional development opportunities.

• Fully remote work environment with flexibility and work-life balance.