The Affinities Group · 1 day ago
Commercial Insurance Account Manager
Oklahoma City, OK
Full-time
Onsite
Mid Level
3+ years expThe Affinities Group is seeking a Commercial Lines Insurance Account Manager to maintain and expand relationships with clients. This role is responsible for managing client accounts, understanding their insurance needs, and ensuring the delivery of top-notch insurance products and services.
Insurance
Responsibilities
Build and maintain strong, long-lasting client relationships
Serve as the primary point of contact between the client and the insurance agency
Understand commercial clients' insurance needs and provide expert advice and solutions
Review and analyze clients' insurance policies to ensure they meet their current and evolving needs
Assist commercial clients in making informed decisions about their insurance coverage
Renew and update policies as necessary, including negotiating terms and premiums
Identify opportunities to cross-sell or upsell insurance products to existing commercial clients
Seek out and develop relationships with potential new clients
Prepare and present proposals, quotes, and presentations to commercial clients
Assess commercial clients' risk exposure and recommend appropriate insurance solutions
Stay updated on industry trends and regulations to provide accurate advice
Ensure accurate and timely processing of policy documents, endorsements, and claims
Resolve any policy-related issues and discrepancies
Maintain thorough and organized records of client interactions, policies, and transactions
Ensure compliance with industry regulations and internal policies
Educate commercial clients about insurance products, coverage options, and policy details
Provide guidance on risk management strategies
Collaborate with underwriters, claims processors, and other internal teams to address client needs
Communicate and coordinate effectively within the organization
Qualification
Required
Active P&C license
Minimum 3 years customer service in insurance sales or account management
Strong understanding of insurance products, policies, and regulations
Excellent interpersonal and communication skills
Analytical and problem-solving abilities
Detail-oriented with strong organizational skills
Proficiency in insurance software and Microsoft Office Suite
Company
The Affinities Group
Since our inception, the TAG Group has been focused on empowering insurance agents to mature their agency and increase their revenue potential.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase