Whorton Insurance Services ยท 5 months ago
Insurance Sr Account Manager for Commercial Lines Book
Whorton Insurance Services is seeking a Senior Commercial Lines Account Manager to provide prompt, accurate, and courteous service to clients. The role involves supporting the acquisition, retention, growth, and service of commercial accounts, ensuring that client needs are met with efficiency and professionalism.
Financial ServicesInsurance
Responsibilities
Develop and implement tailored insurance programs for clients, adhering to agency guidelines
Support Agency Principle regarding coverage details, proposals, and other service-related matters to meet agency goals
Stay informed about updates to carrier offerings and changes in federal and state laws that may impact client operations; advise clients on coverage options, exclusions, and risks
Initiate and prepare proposals and applications, submit them to clients and carriers, obtain signatures, and ensure timely follow-up, in collaboration with Producers
Prepare insurance summaries and proposals for client review
Client renewal process, including remarketing policies and following up with clients and producers to ensure successful policy renewals
Educate clients on audit procedures and guide them through the process
Prioritize tasks and manage workflow to ensure efficient and accurate processing of transactions
Represent the agency in addressing complaints or disputes, facilitating positive relationships with clients, and maintaining strong connections with insurance carriers to ensure client satisfaction and smooth business operations
Qualification
Required
Minimum of 8-10 years of experience in Commercial Property & Casualty Insurance
Active General Lines or Property & Casualty License required
Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
Preferred
Experience working with Construction and Property Management clients is strongly preferred
Certified Insurance Counselor (CIC) or equivalent designation is highly preferred
Familiarity with Vertafore, AMS360 is a plus, experience with similar Account Management Systems ok
Benefits
401(k)
401(k) matching
Company parties
Competitive salary
Dental insurance
Free food & snacks
Health insurance
Training & development
Vision insurance
Comprehensive employee benefits package, including a wellness program
Career advancement potential within the company