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TGG Accounting

Commercial Insurance Account Manager

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What they do

A Customer Service Account Manager manages customer service for assigned customer accounts. Provides a point of contact for customers and manages communication regarding customer orders and accounts. Handles customer service requests and maintains account and order records.

$66,807 / year median in New Jersey

-13% projected decline

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Job Description

Commercial Insurance Account Manager Commercial Insurance Account Manager Our client is a well-established, independent insurance brokerage specializing in Commercial Property & Casualty insurance solutions for businesses across a variety of industries. With a collaborative, team-oriented culture and a reputation for delivering exceptional client service, the organization partners with multiple insurance carriers to provide customized risk management and insurance solutions rather than representing a single carrier. This growth-driven opportunity is ideal for a Commercial Lines Account Manager who enjoys building long-term client relationships while working in a professional, supportive environment with opportunities for career advancement into senior account management. Responsibilities
  • Manage and service an established commercial lines book of business consisting of approximately 300 client accounts.
  • Build and maintain strong relationships with clients while responding promptly to coverage questions and service requests.
  • Process policy renewals, endorsements, cancellations, and policy changes accurately and efficiently.
  • Prepare and issue Certificates of Insurance (COIs) and other policy documentation.
  • Market both new and renewal business to multiple insurance carriers to secure competitive coverage options.
  • Prepare renewal proposals and review policy recommendations with clients.
  • Communicate regularly with insurance carriers and underwriters to resolve coverage questions and negotiate solutions.
  • Maintain accurate client records and documentation within the agency management system.
  • Support producers with new business onboarding, account transitions, and retention efforts.
  • Balance multiple priorities while meeting deadlines for renewals, endorsements, carrier requests, and client deliverables.
  • Deliver a high level of customer service focused on long-term client retention and satisfaction. Qualifications
  • Minimum of 2 years of Commercial Lines Account Management experience.
  • Experience managing a generalist commercial property and casualty book of business.
  • Ability to independently handle renewals, endorsements, Certificates of Insurance (COIs), and day-to-day account servicing.
  • Strong client relationship management and customer service skills.
  • Experience working directly with insurance carriers and underwriters.
  • Experience using an agency management system (AMS 360 experience preferred; similar systems such as Applied Epic are acceptable).
  • Property & Casualty License preferred or willingness to obtain after hire.