Licensed Commercial Lines Account Manager Customer Service Rep
Overview
Lead account management activities across commercial lines for an insurance agency. Oversee client consultations and account reviews with sales executives and carriers. Ensure accurate handling of all commercial lines including property and casualty. This role drives growth and retention through effective communication and relationship building.
What You'll Do11
- 1Coordinate account management activities among customers prospects producers and carriers focusing on new business and renewals
- 2Manage day to day operations of commercial lines accounts ensuring compliance and accuracy
- 3Collaborate with sales executives and carriers to schedule and conduct client meetings
- 4Drive business growth by identifying new opportunities and retaining existing clients
- 5Utilize CRM tools to track account interactions and follow up promptly
- 6Implement strategies to improve customer satisfaction and loyalty
- 7Analyze account performance metrics to inform decision making
- 8Maintain detailed documentation of account information and communications
- 9Develop and execute outreach campaigns to generate new business leads
- 10Provide training and support to junior staff on account management processes
- 11Ensure timely response to client inquiries and resolve issues efficiently
Requirements12
- 15+ years experience managing commercial insurance accounts
- 2Vertafore (AMS) proficiency preferred
- 3CPC Card certification recommended
- 4AWS Certified relevant experience beneficial
- 5BCBA certification valued
- 65+ years building ETL pipelines with Spark and Airflow
- 7Active insurance license required
- 8Strong analytical skills with attention to detail
- 9Excellent written and verbal communication abilities
- 10Ability to work independently and as part of a team
- 11Experience with CRM platforms such as Salesforce
- 12Familiarity with commercial insurance products and regulations
Salary Insight
$50 - $60k per year
Location
Required Skills
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