Commercial Insurance Account Manager

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Candidates must be based in Virginia or North Carolina and no relocation assistance is available. Main Duties & Responsibilities: - Serve as a trusted advisor to commercial clients by maintaining proactive communication and fostering strong relationships through phone, email, and in-person meetings. - Guide clients in understanding policy terms and coverage, recommending enhancements or modifications based on evolving business needs. - Secure completed and signed applications in line with internal and carrier-specific requirements. - Provide timely responses to inquiries regarding coverage, billing, and account changes, ensuring exceptional customer service. - Handle the issuance of certificates of insurance, evidence of property, cancellations, reinstatements, and related documentation in compliance with established processes. - Process client-driven policy amendments and manage additions or removals of coverage as requested. - Identify opportunities for additional coverage or services and coordinate with Sales or Account Executives to support cross-selling efforts. - Request and track policy corrections or endorsements from carriers as necessary. - Partner with the Sales Executive on renewals, reviewing expiring policies, collecting updated information, and facilitating timely policy renewal. - Collaborate with Sales Executives to mitigate account cancellations and improve client retention. - Maintain complete and organized client records in the agency management system, ensuring all transactions and communications are documented per company procedures. - Support new and renewal business by preparing applications, proposals, binders, ID cards, and other essential documentation. - Stay current on carrier offerings, rates, and policy changes through ongoing review of bulletins, online portals, and training resources. - Participate in ongoing education and professional development programs to maintain required licensing and reduce risk of errors and omissions. - Perform other related duties as assigned by leadership. Skills & Requirements: - 2+ years of experience in an insurance agency or similar environment. - Solid understanding of commercial insurance coverage, underwriting principles, and risk evaluation. - Ability to recognize coverage deficiencies, make recommendations, and promote additional insurance solutions when appropriate. - Demonstrated ability to work independently, stay organized, and communicate effectively in both verbal and written form. - Strong customer service and relationship management abilities, with a commitment to teamwork and problem resolution. - Dedication to continuous learning and expanding knowledge in commercial insurance and risk management. - Skilled in managing client interactions professionally and resolving conflicts constructively. - Accurate data entry skills and attention to detail. - Proficiency in Microsoft Office Suite and experience working within an agency management system preferred. - High school diploma required; Bachelor’s degree preferred. - Active Property & Casualty license required, or ability to attain within 90 days. - Pursuing or holding professional designations such as CIC, AAI, CISR, or ACSR (or equivalent knowledge) strongly preferred. tags: commercial insurance agent, commercial lines account manager, commercial lines agent, commercial lines consultant
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Location:
Richmond
Job Type:
FullTime

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