O'Connor Insurance, LLC · 1 week ago
Commercial Account Manager
Collegeville, PA
Full-time
Onsite
Mid Level
3+ years expO’Connor Insurance LLC is a growing independent insurance agency specializing in complex, relationship-driven commercial insurance. They are seeking an experienced Commercial Lines Account Manager to manage and service a book of commercial clients, ensuring excellent client service and accurate policy administration.
Commercial InsuranceEmployee BenefitsInsuranceLife InsuranceProperty Insurance
Hiring Manager
Kevin O'Connor
Responsibilities
Manage and service a book of commercial accounts with a focus on real estate and nonprofit clients
Issue certificates of insurance, auto ID cards, endorsements, and evidence of coverage
Handle policy changes, billing inquiries, and coverage questions
Assist clients with claims reporting and follow-up
Prepare insurance applications for new business and renewal submissions
Review, prepare, and present renewal and new business proposals
Work with carriers to negotiate terms, resolve underwriting questions, and ensure accuracy
Maintain detailed and organized client files in the agency management system
Qualification
Required
Strong Account Management and Customer Service skills, including the ability to manage relationships and deliver client-focused solutions
Knowledge of Insurance products, policies, and regulations
Excellent Communication skills, both written and verbal, to interact effectively with clients and team members
Sales experience and skills to identify opportunities, upsell services, and achieve growth targets
Proficiency in using client management systems and tools
Highly organized with strong problem-solving and multitasking abilities
3+ years of experience in commercial lines account management
Preferred
Bachelor's degree in Business, Finance, or a related field
Company
O'Connor Insurance, LLC
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase