Job Description

A commercial lines account manager will be responsible for building relationships with clients and service the accounts after a sales producer has sold a piece of business.  A qualified candidate will possess the industry knowledge to effectively communicate with clients and serve their insurance needs.

Training At A Glance

First 3 Months: 

• You will meet the team.
• Learn our account management system, Applied Epic.
• Receive Training over our main carrier portals. 
• Receive Training on additional tools used to help service our accounts.

At 4-6 months:

• Be Established with the office team.
• Learn the verbiage used by various carriers.
• Become familiar with our carrier underwriters. 

At 1-year: 

• You will be well established with the team, the clients, and the carriers.
• Have advanced knowledge of insurance sales and service.
• Increased skill sets and confidence in the office. 

Salary: $55,000.00 - $75,000.00 per year

Benefits

• Base salary + Potential Bonuses 
• 401k with 4% matching (eligible after 12 months)
• Paid Holidays/Sick Time after 6 months
• 2 Weeks Vacation after 1-year anniversary 
• Remote working potential after 1-year Probationary period. 

Responsibilities

• Thoroughly understand and follow all underwriting, rating, and compliance requirements.
• Foster strong relationships with our customers to maintain a high level of client retention and product loyalty.
• Provide ongoing support to producers as needed.
• Assess and identify the wants and needs of your customer(s) over the phone.

Requirements

• 3 years minimum experience as an account manager or 5 years as a CSR
• Active Property and Casualty Insurance Agent License
• Strong working knowledge of Microsoft office
• Strong communication skills, both oral and written