Job Description

Job Title: Commercial Lines Account Manager

Location: Hybrid - Green Bay, Wisconsin, United States

Salary: $60,000 - $85,000

Skills: Commercial Accounts, Casualty, Account Manager

About the Insurance Company / The Opportunity:

Our client, a dynamic company in the Insurance industry, is seeking a motivated and customer-focused Commercial Lines Account Manager. This is an exciting opportunity to manage a commercial insurance book of business while providing exceptional service to existing clients. The role offers flexibility in a hybrid environment, allowing candidates to thrive in a fast-paced, goal-oriented setting. If you excel at building strong client relationships and delivering tailored insurance solutions, this position is ideal for you.

Responsibilities:

• Market account renewals and negotiate with company underwriters to present clients with optimal solutions.
• Utilize the Agency Management system to streamline workflow and ensure efficiency.
• Process client service requests, including insurance documents, proposals, and applications for new or renewal business.
• Review new business, renewals, cancellations, and endorsements; ensure accurate processing and transmission to clients.
• Verify premium transaction accuracy, including commission discrepancies.
• Prepare comprehensive proposals and maintain complete policy records.
• Manage invoicing in compliance with company standards.
• Maintain a deep understanding of all lines of coverage and market conditions.
• Function as the primary client service contact, ensuring excellent customer satisfaction.
• Follow agency procedures and insurance company regulations to ensure compliance.
• Perform other duties and projects as assigned by management.

Must-Have Skills:

• Current and valid P/C insurance license.
• Previous account management experience.
• Strong customer service and sales skills.
• Proficiency in using Agency Management systems.
• Exceptional organizational and communication skills.

Nice-to-Have Skills:

• Experience with cross-selling insurance products to commercial clients.
• Knowledge of market trends and legislative changes in the insurance industry.
• Ability to work effectively in a remote or hybrid environment.
• Goal-oriented mindset with a proven track record of achieving targets.
• Previous experience servicing a commercial insurance book of business.

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