Commercial Lines Account Manager
Patriot Growth Insurance Services, LLC, Aberdeen, South Dakota, United States, 57401
About Western Agency Inc, a Division of Patriot Growth Insurance Services
Western Agency is the largest independent property and casualty (P&C) insurance agency in the North Dakota and South Dakota region. Founded in 1976, Western has 10 offices offering insurance coverage and providing risk management strategies to trusted clients in the farm ranch, crop and agricultural sector, as well as the business communities including contractors, oil & gas, trucking, construction, habitational and others. Western Agency Inc is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 24th largest broker in the U.S. as of December 2024.
Position Overview Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in commercial insurance and exceptional customer service skills, to join our team as a Commercial Lines Insurance Account Manager. In this role, you will be responsible for managing a portfolio of accounts and ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!
Work location This is a full-time position working in our office located in Minot, ND.
Professional Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
Review and evaluate current coverage limits to ensure each client is properly insured
Provide re-quote and remarket services to clients for insurance products as needed or requested by the client
Provide sales support to our Sales Agents and help other members of your team as needed
Build and maintain effective relationships with underwriters and client personnel
Ensure all client documents are properly input into the agency database
Stay current and commit to continued learning on all relevant matters in the insurance industry
Qualifications And Requirements
A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required
2+ years of relevant work experience in the insurance industry
Prior experience in Property & Casualty (P&C) Insurance
An active P&C insurance license required
Working knowledge of Applied Epic or other relevant agency management systems
Proficient in use of Microsoft Outlook Suite tools, including Excel
Excellent interpersonal and communication skills (bother oral and written)
Strong organizational skills and works well in a collaborative environment
Ability to self-manage workload and meet deadlines independently
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Position Overview Our agency is seeking a dedicated and detail-oriented insurance professional with a strong background in commercial insurance and exceptional customer service skills, to join our team as a Commercial Lines Insurance Account Manager. In this role, you will be responsible for managing a portfolio of accounts and ensuring their insurance needs are met. This will include handling policy renewals, processing policy changes, and addressing client inquiries and concerns in a timely and professional manner. If you thrive in a fast-paced environment and are passionate about delivering outstanding client service, then we want to speak with you!
Work location This is a full-time position working in our office located in Minot, ND.
Professional Responsibilities
Handle all incoming insurance service requests from current clients, including renewals, policies changes and other inquiries with superb customer service
Review current clients’ existing account activities while seeking available discounts and making impactful coverage recommendations
Review and evaluate current coverage limits to ensure each client is properly insured
Provide re-quote and remarket services to clients for insurance products as needed or requested by the client
Provide sales support to our Sales Agents and help other members of your team as needed
Build and maintain effective relationships with underwriters and client personnel
Ensure all client documents are properly input into the agency database
Stay current and commit to continued learning on all relevant matters in the insurance industry
Qualifications And Requirements
A Bachelor of Science degree is preferred; A High school diploma or its equivalent is required
2+ years of relevant work experience in the insurance industry
Prior experience in Property & Casualty (P&C) Insurance
An active P&C insurance license required
Working knowledge of Applied Epic or other relevant agency management systems
Proficient in use of Microsoft Outlook Suite tools, including Excel
Excellent interpersonal and communication skills (bother oral and written)
Strong organizational skills and works well in a collaborative environment
Ability to self-manage workload and meet deadlines independently
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