Commercial Lines Account ManagerThe Jonus Group • Richmond Hill, New York, USA
Commercial Lines Account Manager
The Jonus Group • Richmond Hill, New York, USA
[job_card.30_days_ago]
[job_preview.job_type]
- [job_card.full_time]
[job_card.job_description]Licensing : Active Property & Casualty insurance license is typically required. Experience : Prior experience in commercial lines account management preferably within an independent agency setting Technical Proficiency : Familiarity with agency management systems (e.g. Applied Epic AMS360) and proficiency in Microsoft Office Suite. Communication Skills : Excellent verbal and written communication abilities to interact effectively with clients and team members. Organizational Skills : Strong attention to detail and the ability to manage multiple tasks and deadlines efficiently. Problem-Solving Abilities : Capacity to address and resolve client issues and coverage questions promptly and accurately Client-Focused : Demonstrates a commitment to providing exceptional service and building long-term client relationships. Team-Oriented : Collaborates effectively with colleagues and contributes to a positive team environment. Adaptable : Able to adjust to changing client needs and industry developments. Continuous Learner : Engages in ongoing professional development to stay current with insurance products and regulations.
Job Description
A Commercial Lines Account Manager at an independent insurance agency plays a pivotal role in managing and servicing commercial insurance accounts. This position requires a blend of technical insurance knowledge client relationship management and administrative skills. Below is a comprehensive overview of the typical responsibilities qualifications and skills associated with this role.
Key Responsibilities
- Client Relationship Management : Serve as the primary liaison between clients insurance carriers and internal teams ensuring client needs are met promptly and effectively.
- Policy Administration : Handle all aspects of policy management including quoting binding issuing certificates processing endorsements and managing renewals.
- Coverage Analysis : Review and analyze clients insurance needs providing consultative advice on coverage options exclusions and exposures.
- Documentation and Record-Keeping : Maintain accurate and up-to-date client records in the agency management system documenting all communications and transactions.
- Collaboration with Producers : Work closely with producers to support new business development and ensure seamless service delivery to clients.
- Client Education : Educate clients on policy terms audit procedures and risk management strategies to help them make informed decisions.
Qualifications and Skills
Ideal Candidate Attributes
#LI-RM10
#INDTJG-ST
Required Experience :
Manager
Key Skills
Administration,Facilities Management,Advocacy,Aerospace,Cloud Computing,Back Office
Employment Type : Full-Time
Experience : years
Vacancy : 1
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Commercial Lines Account Manager • Richmond Hill, New York, USA
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