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Commercial Lines Account Manager | Team Lead

APR

  • Staunton, VA
  • Today
  • $90,000–$110,000 Per Year

Highlights

As a Commercial Lines Account Executive or Client Relationship Manager on our dynamic insurance team, you'll serve as the primary agent for Producer-assigned accounts. You will manage a mid-market book of business and lead a dedicated service team, ensuring high-quality client management and business growth.

Numbers & Facts

LocationStaunton, VA
Salary$90,000–$110,000 Per Year

Description

Job Description

Job Description

Job Title: Commercial Lines Account Executive | Team Lead

Salary: $90,000 - $110,000 plus comprehensive health benefits

Location: Staunton VA


Job Summary

As a Commercial Lines Account Executive or Client Relationship Manager on our dynamic insurance team, you'll serve as the primary agent for Producer-assigned accounts. This role encompasses both servicing and solicitation activities. You will manage a mid-market book of business and lead a dedicated service team, ensuring high-quality client management and business growth.


Key Responsibilities


  • Client Services: Independently manage client relationships and services with minimal oversight from Producers.
  • Team Leadership: Direct and oversee a service team to effectively manage a mid-market book of business.
  • Client Engagement: Participate in interviews and respond to RFPs, ensuring strong client engagement.
  • Renewal Management: Analyze and present renewal options, sell renewal business and additional coverage lines.
  • Promotion: Promote various agency services through tailored Producer Service Proposals.
  • Expert Analysis: Provide expert analysis and recommendations on clients' existing coverage plans.
  • Carrier Selection: Select carriers for solicitation, negotiating beneficial terms and premiums.
  • Client Support: Address and resolve client inquiries, including benefits and claims issues.
  • Contract Management: Review and ensure the accuracy of client coverage contracts and amendments.
  • Vendor Negotiation: Manage and negotiate contracts with third-party vendors on behalf of clients.
  • Team Oversight: Oversee and support a dedicated service team, ensuring effective collaboration and performance.


Qualifications

  • Education: Bachelor’s degree or an equivalent combination of education and experience.
  • Experience: 5-7 years of relevant work experience in the insurance field.
  • Certifications: Designations such as CIC, CISR, CSRM, AAI are a plus.


Skills

  • Exceptional verbal and written communication abilities.
  • Strong problem-solving and time management skills.
  • Teamwork-oriented mindset.
  • Proficient in planning, organization, and prioritization.
  • Well-versed in Microsoft Office Suite, AMS360, or EPIC.





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