Licensed Account Manager – Commercial Lines

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

📋 Description

• Collect information and provide risk management recommendations for policy renewals, delivering renewals and/or binders as necessary.

• Assist in overseeing policy activities for assigned accounts, delegating analyst-level tasks to Account Analysts for processing.

• Evaluate existing accounts to assess whether additional lines of insurance should be pursued, and prepare proposals prior to renewal.

• Assess acceptability and placement, complete applications, and manage the processing of assigned renewal accounts.

• Present renewal risks to the insurance market for quoting purposes.

• Address complex contract requirements and client service demands that exceed the capabilities of Account Analysts.

• Build and maintain relationships with Insurance Company Partners, keeping informed about carrier requirements and characteristics.

• Ensure the management system is updated by documenting communications with clients and carriers.

• Ensure timely and complete interactions with clients, the organization, and Insurance Company Partners.

• Identify opportunities for improvement within the firm, business segment, and processes; escalate issues and discrepancies to leadership.

⛳️ Requirements

• A minimum of 2 years of relevant insurance experience or experience in a related industry.

• A current 2-20 state insurance license or other state insurance licenses as required by the State Department of Insurance for providing risk management consulting or risk transfer solutions in the states where the firm operates.

• A bachelor's degree is preferred.

• CIC certification is preferred.

• Ability to develop relationships with key insurance markets and carrier representatives.

• Strong technical understanding of general insurance market conditions and specific underwriting appetites of insurance carriers.

• Capability to analyze complex risk exposures and existing insurance coverages, providing suitable recommendations for clients and prospects.

• Ability to collaborate effectively as part of a professional team and foster relationships with other business segments within the firm.

• Exhibit behaviors that align with the firm’s corporate culture and demonstrate the firm’s behavioral tenets.

🏝️ Benefits

• Flexible remote work opportunities.

• Eligibility for monthly bonuses.

• Comprehensive health benefits package.

• 401k plan with company matching contributions.