Commercial Lines Account Manager

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

📋 Description

• Establish and maintain trusted relationships with clients in the commercial lines sector through attentive service, expert guidance, and tailored coverage recommendations.

• Oversee both new and renewal business by evaluating risk exposures, determining coverage requirements, and placing policies that align with client objectives and underwriting standards.

• Generate quotes and write new business based on incoming inquiries and referrals.

• Accurately and efficiently process endorsements, policy modifications, and account updates.

• Analyze renewal and expiration reports to create effective retention strategies.

• Identify opportunities for cross-selling and upselling to enhance clients’ risk management strategies and coverage options.

• Act as a liaison among clients, producers, underwriters, carriers, and agency leadership.

⛳️ Requirements

• Possession of a valid Property and Casualty Insurance License.

• 1 to 3 years of experience in sales, account management, customer service, or a related client-facing position.

• High School Diploma, GED, or an Associate Degree in Business Administration, Finance, Risk Management, or a related discipline.

• Solid understanding of commercial lines insurance principles, coverage options, policies, and underwriting concepts.

• Exceptional written and verbal communication abilities.

• Strong organizational skills with the capacity to prioritize tasks and handle multiple responsibilities.

• Robust critical thinking and problem-solving skills.

• Proficiency in Microsoft Office Suite, CRM systems, and business technology used for client management and communication.

• Dedication to professionalism, confidentiality, and ethical business conduct.

• Experience in the Property and Casualty insurance sector.

• Direct experience in managing commercial lines accounts or handling a commercial lines book of business.

• Familiarity with the EPIC Agency Management System.

• Experience in identifying cross-selling and coverage enhancement opportunities.

• Knowledge of carrier guidelines, underwriting practices, and available commercial insurance products.

🏝️ Benefits

• Multiple medical plan options, with preventive care covered at 100%.

• Free virtual medical and mental healthcare for employees and their families.

• Access to a dedicated healthcare concierge.

• Employer-funded short-term and long-term disability coverage.

• Paid parental leave.

• Personalized PTO without conventional accrual systems.

• Separate sick leave provisions.

• Competitive 401(k) company match.

• Comprehensive dental and vision plans.

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support.

• Company-paid holidays.

• Extensive health and welfare program available to family members and domestic partners.