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Senior Commercial Accounts Manager (Remote)

72% Flex
Full Remote
Full time
Senior (5-10 years)
  • Remote from:United States
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Senior Commercial Accounts Manager (Remote)

72% Flex
Remote: Full Remote
Contract: Full time
Experience: Senior (5-10 years)
Work from: United States

Offer summary

Qualifications: Minimum 5 years of experience in commercial insurance, PC license for at least 5 years, Prior work experience in an independent brokerage or agency.

Key responsabilities:

  • Manages commercial insurance accounts
  • Processes new, renewal, and endorsement requests
  • Coordinates client meetings, negotiates with underwriters, and resolves escalated service issues
Sharda Technologies & Services logo
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Sharda Technologies & Services
Information Technology & ServicesStartup

2 - 10 Employees

Job description

Logo JobgetherYour missions

POSITION OVERVIEW: The Sr. Commercial Insurance Account Manager is an experienced and P&C licensed insurance professional who provides a high level of support to clients, carrier representatives, underwriters, business partners and colleagues. This person functions well autonomously and is experienced in middle/large market submissions. Provides new and existing commercial lines clients with exceptional customer service and support, working to assist our sales producers and Agency Manager. This person will be well versed in providing timely and accurate feedback to client inquiries, submitting proposals to carriers and brokers, and processing renewals. Core Duties and Responsibilities:

Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts

Acquires understanding of clients' insurance objectives and critically analyzes and compares insurance plans to determine suitability. Stays abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval

Process new business, renewals, endorsement and other client/policy requests

Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making

May be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve

Responsible for overall retention of accounts in assigned book of business

Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

Manages, organizes, and conducts client meetings when necessary

Appropriately documents conversations with clients and carrier representatives and updates all automated agency management systems when necessary. Ensures the accuracy of data in those systems

Travels On Company Business As Required

Negotiates with underwriters and carriers

Troubleshoots claims and billing issues Information Classification: Confidential

Adhere to our agency's standards and those of the contracted carriers and brokers

Manages, organizes, and conducts client meetings when necessary

Issue Certificates of Insurance

Invoices applicable transactions

Utilizes agency management system to its fullest for E&O purposes including appropriately documenting conversations with clients and carrier representatives, storing policy documents and tracking of the sales cycle. Ensures the accuracy of data in those systems Minimum Qualifications:

5+ years submitting and supporting multi-line commercial mid/large market account

Licensed for 5 years in Property and Casualty

Prior experience working with an independent brokerage or agency

Experience identifying account rounding opportunities and suggesting applicable coverage(s)

Prior Account Manager or Account Support experience for 5 years

High School diploma required

Experience in using an agency management system

Proficiency with Microsoft Office Suite (Word, Excel, Outlook)

Ability and willingness to utilize company's computer system and software

Strong typing skills with an ability to compose clear and concise letters

Ability to understand policy forms and coverage descriptions

Organizational Skills Required

Willingness to attend educational classes desired

High attention to detail essential

Professional & ethical Preferred Qualifications:

Bachelor's degree preferred

Experience with AMS agency management system Career Highlights:

A competitive compensation plan which includes a base salary, medical and dental plan, and other benefits Essential Physical Requirements

Must be able to work from a sitting position for extended periods of time.

Must be willing and able to work in front of a computer monitor for extended periods of time. Information Classification: Confidential

Must be able to work on a standard computer keyboard for extended periods of time.

Must be able to work in a cubical environment during the workday with limited or no distraction. NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization

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Required profile

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Level of experience :
Senior (5-10 years)
Industry :
Spoken language(s)
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Hard Skills
Soft Skills
  • Strong organizational skills
  • Attention to detail and ethical conduct
  • Clear and concise communication

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