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King Risk Partners · 3 days ago

Commercial Lines Account Manager - Hybrid

Miami, FL

Full-time

Hybrid

Mid, Senior Level

$50K/yr - $55K/yr

3+ years exp

King Risk Partners is a fast-growing insurance broker with locations across the east coast, seeking a Commercial Lines Account Manager to join their team. The role involves acquiring new business revenue, conducting client assessments, and developing insurance proposals while maintaining strong client relationships.

Auto InsuranceCommercial InsuranceInsuranceProperty Insurance

Responsibilities

Responsible for the identification and successful acquisition of new business revenue from qualified prospects and existing clients primarily by telephone calls, writing letters/emails, or making personal visits and lead generation techniques for identified target groups in accordance with agency guidelines

Conduct client and prospect appointments to assess business and insurance needs, communicate proposals and renewals, provide coverage and pricing options, explain details and desire to conduct business

Submit, rate, quote, and place quality new business in accordance with agency and company appetites/guidelines

Assembly and submission of accurate and complete insurance applications and underwriting information including classification and survey data and loss history to agency and company personnel

In collaboration with the company’s insurance marketing team and service team, negotiate coverage and pricing terms to provide the optimal insurance program for the client

Develop and convey formal proposals of insurance including details of coverages, limits, deductibles, and other pertinent information

Support the Commercial Lines and other sales efforts through a mutual referral network to cross sell qualifying business

Develop and promote strong relationships with prospects and clients

Achieve pre-determined sales goals

Communicate effectively with customers, agency and company personnel

Adhere to agency standards for workflows, procedures and utilization of the agency management system (AMS360 and other sales CRM software) to maintain client documentation and reduce agency exposure to Errors and Omissions

Complete and maintain required pipeline, activity and sales related reports and attend all sales and personal lines meetings as required

Keep informed of industry developments through community involvement and continuing education

Comply with all state insurance regulatory requirements regarding licensing and continuing education requirements

Perform other specific duties and projects as assigned by agency management

All other duties as assigned

Qualification

Insurance sales experiencePropertyCasualty licenseInsurance product knowledgeSales skillsMicrosoft Office SuiteInterpersonal skillsWritten communicationVerbal communication