Commercial Lines Account Manager

Summary

Join ReSource Pro as a Commercial Lines Insurance Account Manager and become the primary point of contact for a portfolio of clients. Manage large books of business, drive customer retention, and expand coverage to increase revenue. Evaluate carrier relationships and insurance products, ensuring timely and high-quality service. Collaborate with onshore/offshore teams, utilizing agency management systems to complete tasks and meet client needs. This remote position requires a Bachelor's degree, 3-7 years of P&C insurance experience, an active license, and proficiency in Microsoft Office, particularly Excel. The role involves leading customer interactions, consulting with clients, and collaborating with colleagues to achieve 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
• Located in Central time zone or Eastern time zone to accommodate client
• Condo/Co-op experience in NY or FL
• Microsoft Office Proficiency - Excel required
• Experience working in Agency Management System required
• Ability to adapt and succeed within a team-oriented environment
• Excellent problem-solving and customer service skills

Responsibilities

• Manage large books of business for commercial lines insurance clients
• 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
• Use your subject matter expertise to consult with customers and advise colleagues
• Gather information about client needs and insurance solutions
• Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals

Preferred Qualifications

Industry designations preferred such as CPCU, CIC, CISR, ARM

Benefits

• 100% paid employee health insurance available on Day 1
• Eligible for all medical, dental, and vision benefits on Day 1
• Remote positions are Internet stipend-eligible
• 401k with employer match, vested on Day 1
• HSA/FSA available
• Long Term and short-term disability employer-provided
• Generous PTO plan with paid holidays + floating holidays
• Development and growth opportunities
• Comprehensive wellness program and prioritization of employee health