Commercial Lines Account Manager

The Commercial Lines Account Manager reports to the AVP of Commercial Lines. This position is responsible for assisting clients and sales executives, in all aspects of customer service and marketing by managing an assigned book of business.

Scope of Interaction

Interaction with all agency associates, clients, prospective clients and insurance carrier representatives.

Responsibilities and Duties

• Manages an assigned book of business and builds, expands, and solidifies relationships with existing clients
• Leads appropriate resources to address the client’s risk/capital management needs
• Assisting with Marketing of Accounts
• Secures existing business and drives the sale of additional services and coverage levels
• Cultivates relationships with the most senior buyer in the client organization as well as with day-to-day client representatives and buyers
• Has retention goals for assigned group of accounts.
• Support Broker Producers.
• Document Agency Management system with client changes, updates and activities as performed.
• Maintain a working knowledge of carrier products, pricing and personnel.
• Maintain knowledge of agency procedures.
• Any other duties as may be assigned.