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    • Commercial Lines Account Manager - Mount Pleasant - Afore Insurance Services

    Afore Insurance Services
    Afore Insurance Services Mount Pleasant

    2 weeks ago

    Default job background
    Full time
    Description

    Job Description

    The Commercial Lines Account Manager plays a pivotal role in cultivating and enhancing customer relationships, serving as the primary point of contact for clients seeking information and support for current and renewal insurance policies.

    The ultimate objective of this position is to create an exceptional customer experience, maximize policy retention, and uncover cross-sell opportunities for the agency.


    Benefits

    Salary: $ Annual Base Salary Based on Experience

    Paid Time Off (PTO)

    Work from Home

    Health Insurance

    Dental Insurance

    Vision Insurance

    Life Insurance

    Disability Insurance

    Hands on Training

    Retirement Plan

    Career Growth Opportunities

    Tuition Reimbursement

    Evenings Off

    Mon-Fri Schedule


    Responsibilities

    Manage and service a portfolio of small commercial lines insurance accounts consisting of early childhood educators and martial arts studios, while providing world-class customer experience.

    Develop and maintain strong relationships with clients, underwriters, and carriers by meeting and exceeding expectations.

    Provide clients with expert advice on coverage options, policy changes, and risk management strategies.

    Prepare and present proposals, renewals, and other insurance documents to clients.

    Handle client inquiries, claims, and policy changes in a timely and professional manner.

    Conduct regular reviews of client accounts to ensure appropriate coverage and identify potential gaps and cross-sell opportunities.

    Collaborate with the sales team to identify and pursue new business opportunities.

    Stay current with industry trends, regulations, and market conditions.

    Maintain accurate and up-to-date client records and documentation in the agency management system.

    Handle other duties as assigned by the Agency Manager.


    Requirements

    Active appropriate state insurance license in good standing is required.

    United States citizenship or its equivalent.

    2+ years of commercial lines account management experience; or 5+ years related experience in the insurance industry.

    In-depth knowledge and understanding of insurance products, coverages, and industry practices.

    Excellent interpersonal, communication, and negotiation skills.

    Ability to address and resolve customer issues effectively and efficiently.

    Strong organizational and time management abilities.

    Meticulous attention to detail and precision in data entry and information management to ensure accuracy in customer transactions and records.

    Proficiency in using computers, agency management software, and other relevant technologies.

    Ability to work independently and collaboratively in a team environment.

    Ability to innovate and provide constructive feedback to clients and others.

    Self-Discipline to work effectively in a remote work environment.

    Ability to ask questions and ask for help when needed.

    High School Diploma or equivalent.

    Availability to work 30-40 hours per week, with at least 60% of those hours between 9am-6pm EST.

    Preferred Qualifications:

    Agency management system proficiency preferred (not a particular system).

    5+ years of commercial lines account management experience.

    Strong network within the insurance industry.

    Active Florida 2-20 License Preferred.

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Commercial lines account manager