Manage commercial insurance accounts, including policy ordering, documentation, certificates, binders, new business and renewal submissions, marketing, quoting, and client service. Build long-term client relationships, identify cross-selling opportunities, coordinate with producers and agency leadership, and support retention efforts. The role requires commercial Property and Casualty expertise, multi-carrier experience, strong organization, communication skills, and proficiency with Applied Systems Epic and Microsoft Office.
We are a local independent insurance agency. We are growing our Commercial business and are looking for an experienced Commercial Lines Account Manager to join our team of professionals. We encourage an environment of continuous training to allow for growth in the agency and for our employees. The Commercial Lines Account Manager provides complete support for our Commercial Lines Department with expertise in Property & Casualty Insurance and do their part of ensuring high client retention for the whole agency. This position requires exposure to all aspects of this department with diverse day-to-day responsibilities.
Key Responsibilities
- Work with Agency Principal, Producers, and Team Members
- Acquire new business by identifying opportunities in the local market and cross sell of our current clients.
- Order policies and issue documentation, certificates, and binders as needed
- Prepare new business and account renewal submissions for marketing and proposals to obtain competitive coverage/cost ratios for clients
- Provide exceptional customer service to our clients by developing and maintaining strong, long-term client relationships
- Understand and promote all products offered using all possible marketing tools
Skills, Knowledge and Expertise
- P&C license
- Minimum of 5 years of experience as a Commercial Lines Account Manager (Preferred)
- Experience working for an independent insurance agency
- Experience servicing/quoting/marketing commercial insurance with multiple carriers
- Must be able to multi-task and handle a heavy workload with minimal supervision
- Effective communicator (verbal and written)
- Working knowledge of a paperless system particularly with Applied Systems Epic management system
- Experience with Microsoft Office and a proficiency in Word and Excel
- Excellent organizational skills with attention to detail
Benefits
Competitive Pay and benefits package
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
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