Account Manager, Commercial Insurance – Potential for Hybrid Work
$55,000–$75,000 year
HybridWashington, District of Columbia, United States or Rockville, Maryland, United States
Job Summary
Review and analyze commercial accounts for coverage and limits to make appropriate recommendations, while developing and maintaining relationships with clients to ensure service needs are met. Generate new business from existing accounts and assigned leads by gathering client information, preparing applications for the Marketing Department, and creating client proposals based on specific needs, rates, and coverages. Manage assigned accounts by preparing transactions including applications, certificates of insurance, and invoices, maintaining data accuracy in the agency management system, and handling premium collections. Contribute to meeting departmental production goals while keeping informed of industry trends to anticipate and respond to profit objectives.
Required Qualifications
- High School Diploma
- 2-5 years of relevant experience
- Property and Casualty license
Desired Qualifications
- some college
- Two years of commercial lines insurance experience in an insurance agency
- experience with Claims Made Insurance
- experience with Lawyers Professional Liability Insurance
- experience with Title Insurance E&O
- Experience with EPIC agency management system
- Proficiency with Microsoft Office products including Word, Excel, Power Point and Publisher
- Ability to work both independently and as part of a team
- Ability to solve problems of a difficult procedural, organizational, administrative or technical nature
- Excellent organizational, interpersonal, communication skills
- ability to work in a team environment
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