ReSource Pro

Commercial Lines Account Manager

ReSource Pro

full-time

Posted on:

Origin:  • 🇺🇸 United States

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Salary

💰 $53,779 - $91,291 per year

Job Level

Mid-LevelSenior

About the role

  • Serve as the main point of contact and technical expert on a client book of business
  • Manage large books of business for commercial lines insurance clients
  • Renew existing policies, bind new business leads, and round out accounts to increase overall revenue
  • Drive customer retention and market additional lines of coverage to grow business and properly insure risks
  • Evaluate carrier relationships, commercial insurance products, and market placement
  • Provide quality and timely service to customers and clients
  • Research, provide recommendations and implement ReSource Pro solutions for clients
  • Work in a variety of Agency Management Systems to complete tasks
  • Lead day-to-day customer interactions and train junior team members on customer interactions
  • Use subject matter expertise to consult with customers and advise colleagues
  • Gather information about client needs and insurance solutions and collaborate with coworkers and supervisors to meet client needs and contribute to internal team goals

Requirements

  • Bachelor's degree in Insurance, Risk Management, or related field or equivalent experience
  • 3-7 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center
  • Active Resident Property and Casualty insurance license required (state licensure; provide NPN and state in application)
  • Must reside within the United States (all remote positions are based in the United States)
  • Located in Pacific time zone to accommodate client
  • Microsoft Office Proficiency - Excel required
  • Experience working in Agency Management System required
  • Industry designations preferred such as CPCU, CIC, CISR, ARM
  • Ability to adapt and succeed within a team-oriented environment
  • Excellent problem-solving and customer service skills
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