Commercial lines account manager Job Description

Commercial lines account manager Job Description Template

Commercial Lines Account Managers oversee client accounts, ensuring optimal service in insurance matters. Responsibilities include managing policy renewals, handling claims, and maintaining client relationships. Expertise in risk management and insurance industry knowledge is essential.

Responsibilities:

  • Develop and maintain strong relationships with clients and insurance carriers
  • Understand clients' business needs and provide customized insurance solutions
  • Review and analyze insurance policies and coverage to ensure they meet clients' needs
  • Provide exceptional customer service and respond to client inquiries in a timely manner
  • Collaborate with internal teams to ensure seamless delivery of services to clients
  • Identify opportunities for growth and cross-selling of insurance products to existing clients
  • Stay up-to-date with industry trends, regulations, and best practices
  • Participate in networking events and actively seek new business opportunities

Requirements:

  • At least 3 years of experience in commercial lines insurance
  • Excellent communication and interpersonal skills
  • Strong organizational and time-management abilities
  • Ability to multitask and work under pressure
  • In-depth knowledge of insurance policies and regulations
  • Proven track record of achieving sales targets
  • Proficiency in Microsoft Office and insurance industry software
  • Bachelor's degree in Business Administration, Finance, or a related field preferred