POSITION SUMMARY

Our client is seeking multiple experienced, dynamic and client-focused Commercial Lines Account Managers to serve as a cornerstone of their customer success strategy. In this critical role, the Account Manager will cultivate and maintain strong, trusted relationships with the agency’s valued clients. From managing policy renewals to providing expert coverage recommendations, this role is instrumental in delivering tailored solutions and outstanding service that ensures client satisfaction and retention.

ABOUT THE COMPANY

With close to 100 team members in the St. Louis area, our client takes pride in fostering a positive and supportive workplace where teamwork, integrity, and professional growth are at the heart of everything they do. They believe in building strong relationships—both with clients and colleagues—creating an environment where trust and excellence thrive. If you're looking for a company that prioritizes your development and celebrates your contributions, this is the place for you!

PRIMARY RESPONSIBILITIES

Customer Relationship Excellence

• Build and strengthen relationships with key customers, demonstrating a commitment to urgency and responsiveness.
• Deliver exceptional customer service by addressing inquiries, handling policy changes, processing claims, issuing certificates of liability, and more.

Proactive Renewal and Marketing Strategy

• Participate in monthly marketing strategy meetings with Producers 90-120 days prior to policy expiration.
• Review policy renewals, identify significant changes, and collaborate with Producers to refine strategic approaches for our clients.
• Accurately prepare and submit applications to carriers for quotes, ensuring a comprehensive range of options for clients.
• Evaluate quotes and create detailed marketing comparisons to recommend optimal solutions to Producers or customers.

Polished Proposal and Policy Management

• Draft and deliver compelling renewal proposals as required for our clients.
• Ensure policies received from carriers are accurate, compliant, and aligned with client needs.
• Manage timely and precise delivery of policies according to customer or Producer instructions.

In-Depth Coverage Analysis

• Review contracts to confirm clients have appropriate coverage.
• Assess existing policies and recommend additional beneficial coverages tailored to client needs.
• Collaborate across departments to identify and promote additional agency services on behalf of our client.

Administrative and Cross-Team Collaboration

• Gain expertise in each carrier’s product offerings, underwriting guidelines, and online platforms.
• Stay ahead of market trends and changes to deliver informed recommendations.
• Join customer or carrier meetings alongside Producers to enhance client relationships.
• Share insights and mentor team members to foster a collaborative learning environment.
• Organize and maintain client documentation in the agency’s management system.
• Undertake additional tasks as directed by our client’s Management Team.