Commercial Lines Account Manager
Jonus Group, Melbourne, FL, United States
Responsibilities
Act as the primary point of contact for a portfolio of Commercial clients, fostering strong relationships based on trust and expertise.
Manage day-to-day service needs for accounts, including processing policy changes, renewals, claims assistance, and certificates of insurance.
Collaborate with producers, underwriters, and carriers to secure and negotiate coverage tailored to meet clients’ individual needs.
Review insurance policies, endorsements, and other documentation to ensure accuracy, completeness, and coverage compliance for Commercial Auto and Trucking accounts.
Educate clients on available options, policy changes, and risk management strategies specific to their operations.
Proactively address and resolve client inquiries or issues in a timely and professional manner.
Identify cross-sell or up-sell opportunities that align with client goals; ensure they are referred to appropriate team members as necessary.
Stay current on market trends, industry standards, and changes in insurance regulations affecting Commercial Auto and Trucking policies.
Qualifications
Experience : Minimum 3-5 years of experience in commercial insurance account management with a specialization in Trucking and/or Commercial Auto lines.
Licenses/Certifications : Active Property & Casualty Insurance License required. Advanced certifications such as CIC, CPCU, or ARM are a plus.
Technical Skills :
Familiarity with agency management systems, carrier platforms, and certificate software.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Communication : Exceptional written and verbal communication skills with the ability to explain complex concepts clearly and concisely.
Interpersonal Skills : Proven ability to build and maintain strong client relationships through trust, empathy, and delivering results.
Problem Solving : Demonstrated ability to analyze client risks, assess needs, and recommend tailored solutions.
Organization : Strong attention to detail, and excellent multi-tasking and time management skills.
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Act as the primary point of contact for a portfolio of Commercial clients, fostering strong relationships based on trust and expertise.
Manage day-to-day service needs for accounts, including processing policy changes, renewals, claims assistance, and certificates of insurance.
Collaborate with producers, underwriters, and carriers to secure and negotiate coverage tailored to meet clients’ individual needs.
Review insurance policies, endorsements, and other documentation to ensure accuracy, completeness, and coverage compliance for Commercial Auto and Trucking accounts.
Educate clients on available options, policy changes, and risk management strategies specific to their operations.
Proactively address and resolve client inquiries or issues in a timely and professional manner.
Identify cross-sell or up-sell opportunities that align with client goals; ensure they are referred to appropriate team members as necessary.
Stay current on market trends, industry standards, and changes in insurance regulations affecting Commercial Auto and Trucking policies.
Qualifications
Experience : Minimum 3-5 years of experience in commercial insurance account management with a specialization in Trucking and/or Commercial Auto lines.
Licenses/Certifications : Active Property & Casualty Insurance License required. Advanced certifications such as CIC, CPCU, or ARM are a plus.
Technical Skills :
Familiarity with agency management systems, carrier platforms, and certificate software.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Communication : Exceptional written and verbal communication skills with the ability to explain complex concepts clearly and concisely.
Interpersonal Skills : Proven ability to build and maintain strong client relationships through trust, empathy, and delivering results.
Problem Solving : Demonstrated ability to analyze client risks, assess needs, and recommend tailored solutions.
Organization : Strong attention to detail, and excellent multi-tasking and time management skills.
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