Commercial Lines Account Manager (Remote)

The Commercial Lines Manager/Marketer is responsible for managing and growing a portfolio of commercial insurance accounts while actively pursuing new business opportunities. This role combines account management, client relationship building, and sales/marketing activities to ensure client satisfaction and drive business growth.

Key Responsibilities:

1. Account Management:

• Manage a portfolio of commercial insurance accounts, ensuring high levels of client satisfaction and retention.
• Conduct regular account reviews to assess clients’ changing needs and risk exposures.
• Process policy changes, renewals, and endorsements accurately and efficiently.
• Respond promptly to client inquiries and requests for information.

1. Client Relationship Management:

• Build and maintain strong relationships with clients, serving as their primary point of contact for insurance matters.
• Provide expert advice on risk management strategies and insurance solutions.
• Educate clients on industry trends, new products, and regulatory changes that may impact their insurance needs.

1. Sales and Marketing:

• Identify and pursue new business opportunities within the commercial insurance sector.
• Develop and implement marketing strategies to attract new clients and expand existing accounts.
• Prepare and deliver compelling presentations and proposals to prospective clients.
• Collaborate with underwriters to develop tailored insurance solutions for clients.

1. Market Analysis and Product Knowledge:

• Stay current on insurance market trends, competitor offerings, and emerging risks in various industries.
• Maintain in-depth knowledge of commercial insurance products and coverage options.
• Identify cross-selling and upselling opportunities within existing accounts.

1. Compliance and Documentation:

• Ensure all account activities comply with company policies, industry regulations, and legal requirements.
• Maintain accurate and up-to-date client records and documentation.
• Prepare regular reports on account performance, sales activities, and market trends.

1. Teamwork and Collaboration:

• Work closely with underwriters, claims personnel, and other departments to resolve client issues and optimize service delivery.
• Participate in team meetings and contribute to the development of best practices and process improvements.

Qualifications:

• RIBO license
• 3-5 years of experience in commercial lines insurance, with a proven track record in account management and sales.
• Strong knowledge of commercial insurance products, underwriting principles, and industry regulations.
• Excellent communication, negotiation, and presentation skills.

• Strong analytical and problem-solving abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.