Job Summary

• The mission is to be an integral part of the Commercial Lines team and partner with Advisors, Directors Risk Management, Client Service Specialists and others in the agency to deliver a high level of service to our commercial clients.
• Manage the day-to-day activities of client accounts including, but not limited to policy review, changes and updates, contract review for certificates processing, preparing renewal documents, marketing and negotiating insurance programs, filing surplus lines, review leases, and financial statements related to the client’s insurance.
• Actively seeks out referrals from the current client base to solicit for new business prospects; follows up to generate new business using prospect database and automation system.

Matching Summary

Salary

Base: $85,000+ annually; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Key Requirements

• 3+ years of experience in a Commercial Account Manager role
• Obtain and maintain a state insurance license(s)
• Intermediate to advanced knowledge of Microsoft Office Suite

Work Rights