Commercial Lines Account Manager, Property & Casualty
OneDigital
full-time
Posted on:
Location Type: Hybrid
Location: Chicago • Illinois • United States
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Salary
💰 $85,000 - $90,000 per year
About the role
- Build Strong relationships with clients to maintain existing business and to acquire new accounts by consistently providing prompt, accurate, and courteous service
- Process New and Renewal business, endorsement requests, certificates of insurance and Review policies and endorsements for accuracy and relevance
- Correspond in a professional manner with insurance companies and clients to update, obtain or verify necessary information for account servicing
- Accurately answer client questions about their insurance coverages and needs
- Accurately answer insurance company underwriting questions about client accounts
- Assist with Claims processing when applicable
- Assist with Marketing when applicable
- Keep informed about new coverages and products
- Handle tasks in a manner which comply with the agency’s quality control standards
- Continue to look for opportunities to make new sales and cross sell when in contact with clients
- Enroll in annual Continuing Education to stay updated on changes within the insurance industry
- Perform other specific duties and projects as assigned by Team Manager
- Bring thoughts and ideas to one to one meetings when discussing renewal and new business opps
- Pursue a program of personal and professional development
Requirements
- A current Property and Casualty Insurance License is required
- A high school diploma, two years of college or two years experience in the insurance industry is preferred
- Proficient with Microsoft Office products including Outlook, Word, Excel and Teams
- Strong respect for confidentiality and attention to detail
- Strong Time Management skills
- Excellent written and oral communication skills
- Ability to understand and analyze insurance coverages, forms and policies
- Ability to work directly with clients and team members
- Background in real estate insurance risk required, including multi-family, office, industrial, and retail
- Ability to work directly with underwriters
- Open to AI integration in day to day work flow
- Proficient at working through property allocations and Statement of Values
Benefits
- health, wellbeing, retirement, and other financial benefits
- paid time off
- overtime pay for non-exempt employees
- robust learning and development programs
- reimbursement of job-related expenses per the company policy
- employee perks and discounts
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property and Casualty Insurance Licenseinsurance coveragesinsurance formsinsurance policiesclaims processingcross sellingproperty allocationsStatement of ValuesMicrosoft OfficeAI integration
Soft Skills
client relationship managementattention to detailtime managementwritten communicationoral communicationconfidentialityteam collaborationprofessional developmentproblem solvingsales skills
Certifications
Property and Casualty Insurance License