Job Description

Our client is seeking an Account Manager to join their growing commercial lines team. In this role, you’ll collaborate closely with Producers to service accounts for a diverse portfolio of commercial clients. This well-established, family-run agency values collaboration, innovation, and professional growth, and they’re looking for someone who shares that mindset.

Here’s what sets the agency apart:

• Family-Owned and Operated: As they expand through growth and acquisition of other agencies, they remain proudly independent with no plans to sell to a large, national brokerage.
• Team-Oriented Atmosphere: This experienced team values mutual support and collaboration.
• Career Growth is Encouraged: You’ll be supported in pursuing continuing education, licensing, and advanced industry training.
• Evolving Culture: Ideas and input from employees are welcomed to help build and sustain an environment where everyone feels valued.

Key responsibilities include:

• Manage a generalist book of select to mid market commercial insurance clients, ensuring retention and growth.
• Provide expert advice on commercial policies, including property, liability, workers' compensation, and more.
• Conduct policy reviews, recommend coverage options, and handle renewals and endorsements.
• Resolve complex client issues and claims efficiently.
• Actively pursue new business opportunities and cross-sell additional products to existing clients.
• Build and maintain strong relationships with clients and underwriters.
• Stay informed on market trends, carrier appetites, and regulatory updates

Qualifications:

• 3+ years of experience in commercial lines account management.
• Proven success in managing and growing client accounts.
• Strong knowledge of commercial insurance products and services.
• Excellent communication, negotiation, and problem-solving skills.
• Ability to work independently in a hybrid environment.
• Active Property & Casualty insurance license
• In-depth understanding of commercial property, casualty, and specialty lines
• Proactive, organized, and able to manage multiple timelines effectively
• Must have a collaborative mentality
• Experience with EPIC is desirable, TAM is helpful

Compensation and Benefits:

• Competitive base salary based on experience
• Performance-based bonuses
• Comprehensive benefits package including health, dental, and retirement
• Ongoing professional development and training
• Hybrid work schedule
• Collaborative, supportive work culture where your expertise is valued

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