Seeking an experienced Commercial Account Manager to oversee a diverse portfolio of medium-to-large commercial accounts, with a primary focus on real estate. This role will involve managing approximately 10-20 accounts, each generating an average of $25,000 in revenue, with the potential for significant growth.
Key Responsibilities:
- Manage a portfolio of commercial accounts, primarily in real estate, ensuring consistent service and account growth.
- Develop and maintain strong client relationships, providing expert advice and delivering top-tier customer service to ensure high retention rates.
- Collaborate with producers on both new and renewal business, providing technical guidance, addressing coverage concerns, and conducting risk assessments.
- Utilize in-depth knowledge of policies, coverages, forms, accounting methods, and claims procedures to meet client needs effectively.
- Leverage the Applied (EPIC) system for efficient account management, alongside Microsoft Office Suite for day-to-day tasks.
- Communicate effectively with underwriters and clients, negotiating and resolving coverage issues using strong written and verbal communication skills.
- Keep up-to-date with industry trends, maintain a current insurance license, and pursue professional designations (e.g., CIC, CISR, CPCU, ARM, CRM).
Qualifications:
- 7+ years of experience managing commercial accounts, preferably with a focus on real estate.
- Strong understanding of insurance policies, coverages, claims procedures, and rating systems.
- Ability to build and maintain positive relationships with underwriters and insured clients.
- Proficiency in the Applied (EPIC) system and Microsoft Office Suite (Word, Excel, Outlook).
- Strong organizational and analytical skills, with the ability to manage multiple accounts simultaneously.
- A valid insurance license is required, and professional certifications (such as CIC, CISR, CPCU, ARM, CRM) are preferred.
Benefits:
- Hybrid work schedule, with in-office presence as agreed upon.
- Comprehensive benefits package, including medical, dental, life & disability insurance, 401k, paid time off, and more.