Commercial Lines Account Manager

Job Summary/Objective

The P&C Account Manager is responsible for providing exceptional customer service, managing client accounts, and ensuring accurate policy information. This position focuses on client communication, policy updates, and fostering positive relationships with clients.

Essential Functions/Duties

The essential functions include, but are not limited to the following:
 

• Communicate with new and renewal clients, delivering policy documents and ensuring they understand how to access their account information online. Provide clients with the internal contact information to assist with servicing their account throughout the year.
• Assist and consult on coverages, offering recommendations based on clients’ current exposures.
• Educate clients on additional coverage options through marketing campaigns and personalized interactions throughout the year.
• Ensure that the Agency Management System is accurate, and all the policy details are updated, such as the policy number, effective dates, and premiums.
• Act as the first point of contact for clients with customer service inquiries, quickly and accurately responding to phone calls and emails.
• Provide outstanding customer service for billing inquires, account questions, and policy changes.
• Assist clients in processing coverage/policy changes, such as adding locations, vehicles, and states to policies, updating mailing addresses, or increasing coverage limits and issuing certificates or evidence of coverage.
• Notify clients when they are past due on their premium payment. Assist clients with their billing issues and questions.
• Initiate and maintain regular communication with clients providing market trends, product offerings, and available insurance coverage options.  This includes building positive relationships with clients to ensure satisfaction and help address any concerns from this outreach.
• Collaborate with the sales team to identify opportunities for upselling and cross-selling insurance products.
• Develop engaging and informative newsletters to keep clients informed about industry updates, policy changes, and company news.

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Skills and Abilities
 

• Possess a comprehensive knowledge of personal and commercial lines insurance products, including coverages, policies, procedures, and underwriting principles.
• Provide empathetic and supportive assistance to clients and employees by being responsive to client needs and proactively seeking opportunities to enhance the client experience.
• Strong organizational skills, with the ability to prioritize tasks and manage daily responsibilities effectively.
• Experience in building and maintaining strong client relationships, understanding clients’ unique needs, and providing customized insurance solutions.
• Exceptional problem-solving skills, combined with a persistent approach to achieving successful resolutions.
• Excellent communication skills, both written and verbal, to convey information clearly and transparently.
• Ability to collaborate effectively with in a team environment, sharing insights and contributing to collective success.
• Proficiency in using software systems, including Customer Relationship Management (CRM) system, and Microsoft Office Suite.
• Commitment to staying updated on industry trends, regulations, and best practices.
• Adhere to ethical standards and maintain confidentiality when handling sensitive employee and client information.

Education and Experience

Required:

• 2 or more years of experience in the Property and Casualty Insurance industry.
• High School Diploma/GED
• Virginia Property and Casualty Insurance License (must be obtained within 90 days of employment)

Preferred:

• Associate or Bachelor’s Degree in Business Administration or a related field.

Supervisory Responsibilities

This position does not have any supervisory responsibilities.

Travel Requirements

This position does not have any travel requirements.

Work Environment & Physical Demands

This position can be performed remotely, on a hybrid schedule, or full time in an office. The P&C Account Manager operates within a professional work environment. The work environment is characterized by a collaborative and client-focused atmosphere, fostering teamwork and open communication. The work setting is equipped with modern technology and software necessary to perform job responsibilities effectively. The noise level for this position can range from low to moderate, depending on the specific work environment. 

The P&C Account Manager may occasionally need to adapt to changing work demands, such as handling urgent client requests, participating in team meetings, or assisting colleagues during peak periods.

The P&C Account Manager should be prepared to engage in a variety of activities that require physical effort and mobility:
 

• Sitting: A significant portion of the workday involves sitting at a desk while using a computer, handling paperwork, and communicating with clients and co-workers.
• Standing and Walking: If in the office, some tasks, such as attending in person meetings, interacting with colleagues, and moving within the office space, may involve standing and walking.
• Typing and Writing: This position requires frequent typing, data entry, and documentation. Effective written communication is essential for drafting emails, reports, and client communications.
• Lifting and Carrying: If in the office, the P&C Account Manager may need to lift and carry files or documents, generally weighing up to 10 pounds.
• Telephone and Communication: This position involves significant telephone communication with clients, carriers, and team members, requiring clear and effective verbal communication.
• Visual and Auditory Abilities: The ability to read documents, analyze data, and view computer screens for extended periods is necessary. Good auditory skills are essential for effective communication via telephone and in-person conversations.
• Multitasking and Time Management: This position often involves managing multiple tasks simultaneously and prioritizing time effectively to meet client needs and deadlines.

Other Duties

The above job description is intended to describe the general nature and level of the work being performed by employees assigned to this job title.  This is not an exhaustive or comprehensive list of all duties, tasks, and responsibilities.  Employees will be expected to perform duties that do not appear on the job description.  Management reserves the right to amend and change responsibilities to meet business and organizational needs as necessary.

EEO Statement

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training.

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