Commercial Lines Account Manager

Commercial Lines Account Manager

McDaniel Insurance Agency is seeking a dedicated Commercial Lines Account Manager to join our team. The ideal candidate will be a team player who thrives in a supportive, cooperative environment and is committed to delivering outstanding service to our commercial clients.

Benefits/Perks:

• Competitive Pay and bonus opportunities based on experience and qualifications
• Opportunities for professional development and career advancement
• A collaborative and supportive work environment
• Flexible working arrangements
• 401(k) plan with company match
• Paid Volunteer Hours & Give Back Opportunities

Responsibilities:

• Account Management: Manage and service a portfolio of commercial lines insurance accounts, ensuring all client needs are met and exceeded.
• Client Relations: Build and maintain strong relationships with clients, understanding their business needs and providing tailored insurance solutions.
• Policy Administration: Oversee the processing of renewals, endorsements, ensuring accuracy and compliance with company guidelines.
• Claims Support: Assist clients with claims processing, providing guidance and support to ensure a smooth and efficient experience.
• Team Collaboration: Work closely with underwriters, brokers, and other team members to develop and deliver comprehensive insurance programs.
• Problem Solving: Address and resolve client inquiries and issues promptly, using a proactive approach to prevent future problems.
• Sales Support: Support the sales team in identifying opportunities for new business and upselling existing clients on additional products and services.
• Documentation and Reporting: Maintain accurate and up-to-date records of all client interactions, policy details, and other relevant information in the agency's management system.
• Market Analysis: Stay informed about market trends, industry developments, and competitor activities to provide informed advice and recommendations to clients.
• Attend trainings and seek self-directed and agency supported learning opportunities.

Qualifications:

• Experience: Minimum of 3-5 years of experience in commercial lines insurance.
• Education: Property & Casualty Insurance License.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving abilities.
• High attention to detail and organizational skills.
• Agency Management System experience & Microsoft Office.
• Team Player: Demonstrated ability to work effectively within a team, contributing positively to team dynamics and supporting colleagues as needed.
• Customer Focused: Passionate about providing exceptional service and building long-term client relationships.
• Adaptability: Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.

Flexible work from home options available.