Commercial Lines Account Manager

We are a well established company in the community providing financial services and full service insurance services and have been in business for close to 100 years! We offer our clients multiple services that fit their specific needs and represent multiple companies that handle business or personal needs. We have a talented team that take pride in servicing our customers to best of their ability and have a stronghold in our community as a company that provides quality services.

Job Details:
We are seeking an experienced and dynamic Commercial Lines Account Manager to join our vibrant finance team. This is a permanent, full-time position where you will be responsible for managing and nurturing client relationships, maintaining insurance policies, and providing comprehensive financial services. This role will require you to utilize your expertise in insurance, property, casualty, operations, procedures, coverages, underwriting, customer service, proposals, applications, renewals, policy binders, certificates, policies, and account management. If you're passionate about providing top-notch customer service and have a knack for understanding the complexities of the finance industry, we'd love to hear from you.

Responsibilities:
1. Develop and maintain positive relationships with clients, ensuring their financial and insurance needs are met.
2. Oversee the renewal process for existing insurance policies and manage the preparation and issuance of policy binders and certificates.
3. Review and analyze clients' current insurance coverages, identifying potential gaps and proposing suitable solutions.
4. Collaborate with the underwriting team to ensure policies are underwritten accurately and in a timely manner.
5. Manage the preparation and submission of insurance proposals and applications.
6. Handle customer inquiries and complaints, providing prompt and professional customer service.
7. Stay updated with the latest trends and developments in the finance industry, particularly in the areas of life, health, and benefits.
8. Collaborate with various teams to streamline operations and procedures, ensuring efficiency and compliance with industry standards.
9. Assist in the development and implementation of account management strategies to drive customer retention and satisfaction.

Qualifications:
1. A minimum of 2 years of experience in a similar role within the finance industry.
2. Proven experience in insurance, financial services, property, casualty, operations, procedures, coverages, underwriting, customer service, proposals, applications, renewals, policy binders, certificates, policies, and account management.
3. Knowledge of life, health, and benefits is a plus.
4. Exceptional customer service skills, with the ability to build and maintain positive client relationships.
5. Strong analytical skills, with the ability to understand and interpret complex financial information.
6. Excellent communication skills, both written and verbal.
7. Strong organizational skills, with the ability to manage multiple tasks and deadlines simultaneously.
8. Proficiency in using financial software and digital tools.
9. A bachelor’s degree in finance, business administration, or a related field is preferred. Certifications in insurance or financial services would be an advantage.