Interactive Resources - iR · 1 day ago
Commercial Lines Account Manager
Interactive Resources - iR is seeking a Commercial Lines Account Manager responsible for delivering high-quality service to existing clients while managing and expanding an assigned book of business. This role focuses on building strong client relationships, supporting retention efforts, identifying growth opportunities, and ensuring an exceptional client experience.
Responsibilities
Build and maintain positive client relationships by understanding needs, responding promptly, and providing exceptional service
Communicate proactively with clients to ensure satisfaction and identify opportunities for improved coverage or solutions
Manage new and renewal accounts, assess risk exposure, and recommend appropriate options in alignment with guidelines and standards
Maintain accurate and current client records, including processing updates, changes, and documentation in a timely manner
Review renewal and expiration reports to develop strategies that support retention and client satisfaction
Identify and pursue cross-sell and upsell opportunities aligned with client needs
Utilize knowledge of products, services, and industry practices to provide informed recommendations
Serve as a collaborative partner to clients, internal team members, and external stakeholders to ensure clear communication and smooth service delivery
Participate in meetings, training, and professional development to stay current on industry trends and organizational initiatives
Qualification
Required
3–4 years of experience in account management, customer service, or a related client-facing role
High school diploma or equivalent required; additional education in business or a related field preferred
Strong knowledge of account servicing practices, policies, and customer relationship principles
Proven ability to develop and maintain professional client relationships
Excellent organizational skills with the ability to manage multiple priorities and deadlines
Strong problem-solving abilities and a proactive approach to resolving issues
Clear and professional written and verbal communication skills
Proficiency using business software tools, including CRM platforms and Microsoft Office applications
Must be authorized to work in the United States
Preferred
Additional education in business or a related field preferred
Experience in insurance, financial services, or a related professional services industry is a plus