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Account Manager - Commercial Lines

Job

The Hotaling Group

Remote

$82,500 Salary, Full-Time

Posted 6 weeks ago (Updated 5 weeks ago) • Actively hiring

Expires 5/27/2026

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Job Description

Responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business and renewal efforts. Display a strong working knowledge of Commercial Lines insurance products. Proactively owns and manages assigned book of business. Utilizes strong knowledge of commercial lines coverage to review and proactively process accounts and upgrade coverage levels. Ability to interpret complex contract verbiage into relatable data points. Supports in developing new business opportunities for existing clients and prospects Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer Supports Producers in addressing client questions and/or concerns Analyzes and compares current exposures and develops renewal or new business specifications for marketing Conducts marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy Reviews and summarizes marketing results and prepares proposals Finalizes proposals and presentations Binds insurance coverage and prepares binders and/or delegate certificates issuance Reviews policies for accuracy and review contracts Prepare/ delegate summaries and/or schedules of coverage for clients Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections Participates in the claims process as directed by management, including claim submission and follow-up Provides technical guidance to staff assisting with client needs or procedural issues Notifies producers of pertinent information related to client retention Engages in optimal and appropriate usage of applicable agency management system Assists Property & Casualty team proactively and assists with a variety of administrative duties. Be a self-starter and willing to take "ownership" of day-to-day service issues related to assigned book of business. Initiates action to help the team achieve organizational goals in production and client satisfaction. Expand professional development to keep abreast of changes in the insurance industry as a whole. Network with other insurance professionals to maintain competitive market intelligence. Research changes on insurance company underwriting guidelines, products and policy conditions that may affect the member's business operations. Stays abreast of changes within the industry relating to services and procedures. Other duties as assigned Salary commensurate with experience
Job Type:
Full-time Pay:
$75,000.00
  • $90,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Commercial Lines Account Management:
5 years (Required)
License/Certification:
Property & Casualty License (Required) Ability to
Commute:
Melville, NY 11747 (Required)
Work Location:
Hybrid remote in Melville, NY 11747 Account Manager
  • Commercial Lines 3.6 3.6 out of 5 stars Melville, NY 11747 Hybrid work $75,000
  • $90,000 a year
  • Full-time The Hotaling Group 5 reviews $75,000
  • $90,000 a year
  • Full-time Responsible for providing excellent attention to detail of assigned customers and/or policies, soliciting of new business on existing accounts and support of Producer-led new business and renewal efforts.
Display a strong working knowledge of Commercial Lines insurance products. Proactively owns and manages assigned book of business. Utilizes strong knowledge of commercial lines coverage to review and proactively process accounts and upgrade coverage levels. Ability to interpret complex contract verbiage into relatable data points. Supports in developing new business opportunities for existing clients and prospects Initiates renewal process for existing clients, and discusses and creates renewal strategy with Producer Supports Producers in addressing client questions and/or concerns Analyzes and compares current exposures and develops renewal or new business specifications for marketing Conducts marketing, negotiates rates, review quotes and coverages for competitiveness and accuracy Reviews and summarizes marketing results and prepares proposals Finalizes proposals and presentations Binds insurance coverage and prepares binders and/or delegate certificates issuance Reviews policies for accuracy and review contracts Prepare/ delegate summaries and/or schedules of coverage for clients Reviews client accounting history, responds to accounting inquiries, corrects discrepancies, and contacts client on receivable collections Participates in the claims process as directed by management, including claim submission and follow-up Provides technical guidance to staff assisting with client needs or procedural issues Notifies producers of pertinent information related to client retention Engages in optimal and appropriate usage of applicable agency management system Assists Property & Casualty team proactively and assists with a variety of administrative duties. Be a self-starter and willing to take "ownership" of day-to-day service issues related to assigned book of business. Initiates action to help the team achieve organizational goals in production and client satisfaction. Expand professional development to keep abreast of changes in the insurance industry as a whole. Network with other insurance professionals to maintain competitive market intelligence. Research changes on insurance company underwriting guidelines, products and policy conditions that may affect the member's business operations. Stays abreast of changes within the industry relating to services and procedures. Other duties as assigned Salary commensurate with experience
Job Type:
Full-time Pay:
$75,000.00
  • $90,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Parental leave Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Commercial Lines Account Management:
5 years (Required)
License/Certification:
Property & Casualty License (Required) Ability to
Commute:
Melville, NY 11747 (Required)
Work Location:
Hybrid remote in Melville, NY 11747

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