commercial lines manager

Insurance Market Place

<p>Commercial Lines Account Manager</p><p>We are seeking a motivated and detail-oriented <b>Commercial Lines Account Manager</b> to support and grow our expanding commercial insurance division. This role manages day-to-day servicing of commercial accounts while assisting with new business growth.</p><p>Responsibilities:</p><ul><li>Manage commercial lines accounts (GL, BOP, Property, Auto, WC, etc.)</li><li>Issue Certificates of Insurance (COIs)</li><li>Process endorsements, renewals, audits, and policy changes</li><li>Handle billing inquiries and carrier communication</li><li>Market and negotiate renewal accounts as needed</li><li>Support quoting and placement of new business</li><li>Provide exceptional customer service in English and Spanish</li></ul><p>Qualifications:</p><ul><li>Commercial lines experience preferred</li><li>2-20 license preferred; 4-40 license accepted</li><li>Strong knowledge of commercial coverages</li><li>Experience with agency management systems and carrier portals</li><li>Organized, proactive, and growth-oriented</li></ul><p>Join a growing agency where you&rsquo;ll play a key role in expanding our commercial lines division.</p><p>Job Type: Permanent</p><p>Pay: $35,000.00 - $55,000.00 per year</p><p>Benefits:</p><ul><li>Dental insurance</li><li>Health insurance</li><li>Vision insurance</li></ul><p>Work Location: In person</p>

Commercial Lines Account Manager

Zander Insurance

<p>Elevate Your Career with Zander: Commercial Lines Account Manager</p><p>At Zander Insurance, we recognize and reward top talent with industry-leading compensation packages and expansive growth opportunities. Join our team as a Commercial Lines Account Manager and be part of an organization that values your skills and dedication while doing meaningful work protecting families. As a 100-year-old company experiencing remarkable growth year over year, we offer stability and opportunities in a thriving industry.</p><p><b>Why Zander?</b></p><p>Unmatched Compensation:</p><ul><li><b>Industry-Leading Salary + Performance Incentives</b></li><li><b>Guaranteed Comp Increases</b></li><li><b>401(k) Match</b>: Benefit from a 5% dollar-for-dollar company match.</li><li><b>Financial Growth</b>: As part of our Employee Stock Ownership Plan (ESOP), all employees join in our success via the distribution of company ownership shares. Currently, 30% of team members have share values exceeding $500,000!</li></ul><p>Outstanding Benefits:</p><ul><li><b>Medical, Dental, Life, &amp; Disability Insurance</b>: 100% employer-paid.</li><li><b>Generous HSA Contributions</b>: Enjoy substantial company contributions.</li><li><b>Paid Time Off</b>: 3 weeks of PTO plus holidays.</li><li><b>Flexible Work Schedule</b>: Telecommute on a hybrid schedule.</li><li><b>Career Advancement</b>: We promote from within and offer leadership opportunities as we continue to grow.</li></ul><p><b>Your Role</b></p><p>As a Commercial Lines Account Manager, you will assist existing clients in securing and maintaining the necessary protections for their business. Your role involves providing exceptional client support, guiding them through their commercial insurance needs, and advocating on their behalf. Your responsibilities include:</p><ul><li>Efficiently manage renewals by gathering information, preparing submissions, marketing with carriers, and presenting to clients.</li><li>Provide comprehensive client support by issuing certificates, handling endorsements, and addressing billing inquiries.</li><li>Effectively manage and resolve issues related to cancellations, claims, audits, and challenging renewal scenarios.</li><li>Collaborate with the team to review documents for accuracy, assess client policies, and analyze risk to recommend cost-effective solutions.</li><li>Build and maintain positive relationships with clients, carriers, vendors, and team members through strong communication and organizational skills.</li></ul><p><b>Who You Are</b></p><ul><li>A seasoned Commercial Lines professional with strong renewal and servicing experience</li><li>Comfortable managing complex accounts and client relationships independently</li><li>Detail-oriented and organized, able to manage multiple priorities in a fast-paced environment</li><li>A clear communicator who can explain complex coverage concepts to clients</li><li>Confident working within agency management systems and carrier platforms</li><li>A collaborative team member who takes ownership of client outcomes</li></ul><p><b>Minimum Qualifications</b></p><ul><li>Active Property and Casualty insurance license</li><li>Three or more years of direct Commercial Lines experience</li><li>Strong knowledge of commercial Property and Casualty coverages, markets, and carriers</li><li>Demonstrated experience managing commercial renewals and servicing client accounts</li><li>Ability to communicate complex insurance concepts clearly and effectively</li><li>Experience working within agency management systems (Applied Epic preferred)</li><li>Proficiency with Microsoft Office products</li><li>High School diploma or equivalent</li><li>Typing speed of at least 45 words per minute</li></ul><p><b>WE ARE AN EQUAL OPPORTUNITY EMPLOYER.</b> Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.</p><p>Job Type: Full-time</p><p>Pay: From $60,000.00 per year</p><p>Benefits:</p><ul><li>401(k)</li><li>401(k) matching</li><li>Dental insurance</li><li>Disability insurance</li><li>Health insurance</li><li>Paid time off</li><li>Parental leave</li><li>Vision insurance</li></ul><p>Work Location: Hybrid remote in Nashville, TN 37209</p>

Alera Group

<div>Overview:<div></div><div><b><br>
Commercial Lines Account Manager &ndash; Property &amp; Casualty</b><br>
<b>Location:</b> Remote</div><div></div><div><br>
At Alera Group, our Property &amp; Casualty team helps businesses protect their assets, manage risk, and plan confidently for the future. We&rsquo;re seeking a <b>Commercial Lines Account Manager</b> who will support risk strategy, client service excellence, and operational accuracy.</div><div></div><div><b><br>
About Alera Group</b><br>
Alera Group was founded in 2017 and has grown to become the 14th largest broker of U.S. business. We are passionate about our clients&rsquo; success in the areas of Employee Benefits, Property and Casualty Insurance, and Financial Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.</div><div></div><h2 class="jobSectionHeader"><b><br>
Why Alera Group</b></h2><ul><li><div><b>
Meaningful Impact:</b> Help clients and employees navigate benefits programs that drive retention, engagement, and satisfaction</div></li><li><div><b>
Growth &amp; Learning:</b> Opportunities to deepen your expertise and gain exposure to a variety of clients and industries</div></li><li><div><b>
Collaborative Culture:</b> Work in a team-oriented environment that values accountability, partnership, and the principles of The Collaborative Way</div></li></ul>
Responsibilities:
<div></div><div><h2 class="jobSectionHeader"><b>
What You&rsquo;ll Do / Your Impact</b></h2><h3 class="jobSectionHeader"><b>
Client Partnership &amp; Risk Strategy</b></h3><ul><li>
Support commercial insurance clients by providing timely, professional, and solutions‑oriented service</li><li>
Build and maintain long‑term client relationships through consistent communication and follow‑through</li><li>
Coordinate with Producers and the Commercial Sales team to support client needs and service strategy</li></ul><h3 class="jobSectionHeader"><b>
Operational Excellence</b></h3><ul><li>
Manage day‑to‑day servicing of commercial client accounts in accordance with agency procedures, including:<ul><li>
New business setup and onboarding</li><li>
Renewal processing and service support</li><li>
Endorsements intake, processing, and follow‑up</li><li>
Cancellations and audits</li><li>
Billing, financing, and payments</li><li>
Certificates, Evidence of Insurance, schedules, and auto ID cards</li></ul></li><li>
Perform all work in compliance with company policies, procedures, and applicable insurance regulations</li><li>
Maintain accurate documentation and records within the agency management system</li><li>
Communicate with internal and external customers in a friendly, professional, and patient manner</li></ul><h3 class="jobSectionHeader"><b>
Strategic Contribution</b></h3><ul><li>
Provide an exceptional customer experience with a focus on client retention and satisfaction</li><li>
Address customer concerns promptly and escalate issues as needed to the Commercial Lines Team Leader or Producers</li><li>
Support team goals by collaborating effectively with colleagues and contributing to a positive service culture</li></ul></div><br>
<div></div>
Qualifications:
<div></div><div><h2 class="jobSectionHeader"><b>
What You Bring</b></h2><h3 class="jobSectionHeader"><b>
Required</b></h3><ul><li>
Minimum of 3 years of commercial insurance experience</li><li>
Active Property &amp; Casualty insurance license</li><li>
Strong customer service and relationship‑management skills</li><li>
Ability to work independently while managing multiple priorities</li><li>
Strong communication skills and attention to detail</li></ul><h3 class="jobSectionHeader"><b>
Preferred</b></h3><ul><li>
Experience using Applied Epic or similar agency management systems</li><li>
Experience working in a collaborative, team‑based insurance environment</li></ul><h2 class="jobSectionHeader"><b>
Core Competencies</b></h2><ul><li>
Detail orientation</li><li>
Accountability and follow‑through</li><li>
Collaborative mindset</li><li>
Client‑first thinking</li><li>
Strong organization and time management</li><li>
Professional communication</li></ul></div><br>
<div></div>
Additional Information:
<div><b>
Compensation:</b><br>
Hourly range: $28 &ndash; $38 per hour. Compensation within this range will be determined based on experience and qualifications.</div><div></div><div><b><br>
Benefits:</b><br>
Alera Group offers comprehensive benefits including medical, dental, vision, life and disability coverage, 401(k), generous PTO, and more.</div><div></div><div><b><br>
Work Model:</b><br>
This role is <b>Remote</b><b>&mdash;</b><b>p</b>reference for MD, DE, PA, VA, or candidates residing in the Eastern Timezone.</div><div></div><h3 class="jobSectionHeader"><b><br>
Professional Development &ndash; Alera Group Academy</b></h3><div>
At Alera Group, growth isn&rsquo;t left to chance. Through <b>Alera Group Academy</b>, we provide structured development opportunities designed to help you expand your expertise and build a meaningful career.</div><div>
You&rsquo;ll have access to:</div><ul><li><div>
Role-specific learning paths</div></li><li><div>
Leadership development programs</div></li><li><div>
Technical and compliance training</div></li><li><div>
Industry certifications and continuing education support</div></li><li><div>
Peer learning and knowledge-sharing communities</div></li></ul><div>
Whether you&rsquo;re deepening technical expertise or preparing for leadership, we&rsquo;re invested in helping you grow.</div><h3 class="jobSectionHeader"><b>
Licensure &amp; Certifications (If Applicable)</b></h3><div>
This position may require:</div><ul><li><div>
Active <b>Property and Casualty license</b></div></li><li><div>
Ability to obtain required licensure within the agreed upon timeline.</div></li><li><div>
Ongoing continuing education to maintain active status</div></li></ul><p>
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.</p><div><br>
Alera Group is committed to protecting your privacy. Please review our Privacy Policy to understand what personal information we may collect and use as part of your application process.</div><div></div><div><br>
#LI-AM1</div><div>
#LI-Remote</div></div>

ReSource Pro

<div><p><i>Do you enjoy finding collaborative solutions for customers and colleagues? Are you constantly learning and expanding your insurance industry knowledge?</i><br>
<br>
<b>Come Join ReSource Pro!</b></p><p><b><br>
Your Role...</b><br>
ReSource Pro is looking for a knowledgeable <b>Commercial Lines Insurance Account Manager</b> to join our growing service delivery team. The Commercial Lines Account Manager serves as the main point of contact and technical expert on a client book of business. This role is responsible for working with the dedicated onshore/offshore SDU teams to complete required work; this includes renewing existing policies, binding new business leads, and rounding out accounts to help increase overall revenue on assigned book of business. You will work closely with insureds to build strong customer relationships and train junior team members on customer interactions.<br>
<br>
We hire the best because our service is only as good as the people delivering it. We're committed to hiring individuals who engage in our amazing culture and embrace our Core Values: Commitment to Community, Teamwork, Passion for Excellence, Service-Centric, and Best Self.<br>
<br>
<b>All remote positions are based in the United States, and candidates must reside within the U.S. to be eligible for consideration.</b><br>
<br>
<b>In This Role, You Will</b><b>...</b></p><ul><li>
Manage small books of business for commercial lines insurance clients</li><li>
Drive customer retention and market additional lines of coverage to grow business and properly insure risks</li><li>
Evaluate carrier relationships, commercial insurance products, and market placement</li><li>
Provide quality and timely service to customers and clients</li><li>
Research, provide recommendations and implement ReSource Pro solutions for clients</li><li>
Work in a variety of Agency Management Systems to complete tasks</li><li>
Lead day-to-day customer interactions</li><li>
Use your subject matter expertise to consult with customers and advise colleagues</li><li>
Gather information about client needs and insurance solutions</li><li>
Collaborate with coworkers and supervisors to meet client needs and contribute to achievement of internal team goals</li></ul><b>
What You Need to be Successful&hellip;</b><ul><li>
3-5 years Property and Casualty insurance experience or related coverage experience in a retail agency or service center</li><li>
Active Resident Property and Casualty insurance license required</li><li><b>
Located in Mountain or Central time zone to accommodate client</b></li><li>
Microsoft Office Proficiency - Excel required</li><li>
Experience working in Agency Management System required</li><li>
Industry designations preferred such as CPCU, CIC, CISR, ARM</li><li>
Ability to adapt and succeed within a team-oriented environment</li><li>
Excellent problem-solving and customer service skills</li></ul><div></div><div><b>
Your Compensation&hellip;</b><br>
Our salary ranges are based on paying competitively for our size and industry, and are one part of the total compensation package that also includes annual bonus eligibility, benefits, and other opportunities at ReSource Pro. Individual pay decisions are based on a number of factors, including qualifications for the role, experience level, skillset, geography, and balancing internal equity relative to other ReSource Pro employees. This is a remote position and the salary range for most locations for this role is <b>$53,779 -$91,291 annually. </b>The salary range may vary based on the specific geographic location in which the candidate resides.<br>
<br>
<b>Your Benefits &amp; Perks...</b><ul><li>
100% paid employee health insurance available on Day 1</li><li>
Eligible for all medical, dental, and vision benefits on Day 1</li><li>
Remote positions are Internet stipend-eligible</li><li>
401k with employer match, vested on Day 1</li><li>
HSA/FSA available</li><li>
Long Term and short-term disability employer-provided</li><li>
Generous PTO plan with paid holidays + floating holidays</li><li>
Development and growth opportunities
</li><li>Comprehensive wellness program and prioritization of employee health</li></ul>
<div><b>
Your Interview Process...</b><br>
To be considered for this position, please submit your application. If you meet the qualifications for the role, a member of our Talent Acquisition team will be in touch to schedule an interview via Zoom.<br>
<br>
The standard interview process includes:</div><ul><li>
Behavioral Interview with Talent Acquisition</li><li>
Online talent assessment</li><li>
Hiring Manager Interview</li><li>Additional interview steps may be added depending on the position or if further evaluation is needed.</li></ul><br>
Disclosure: Candidates are evaluated at each step of the process. As a result, not every candidate will complete all steps in the process.</div><p><b>
About ReSource Pro:</b></p>
<p>Focused exclusively on the insurance industry, ReSource Pro is the trusted partner insurance organizations rely on to optimize performance, streamline operations and process engineering, and drive growth. Serving 2,000+ carriers, brokers, wholesalers, and MGAs, ReSource Pro is a recognized market leader in insurance workflow optimization, data and technology services, and strategic operating model transformation. Maintaining a 96%+ client retention rate for over a decade, ReSource Pro is the only firm serving the insurance industry to have earned a spot on the Inc. 5000 list 16 times&mdash;placing it among the top 0.02% of repeat honorees across all sectors in the Inc. list&rsquo;s 40+ year history.</p>
<p><b>Equal Employment Opportunity Policy</b></p>
<p>ReSource Pro provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.</p><p>
</p><p>4bQM1kliAh</p></div>

Acrisure LLC

<p></p><div><h2 class="jobSectionHeader"><b>Job Description</b></h2><h2 class="jobSectionHeader"><b>
Department: </b><b>Transportation Industry Accounts</b></h2><p><b>
Location: </b>Cleveland, OH | Melbourne, FL</p><p></p><p><b>
About Acrisure:</b></p><p>
Acrisure is a global Fintech leader that combines the best of humans and high tech to offer multiple financial products and services to millions of businesses and individual clients. We connect clients to solutions that help them protect and grow what matters, including Insurance, Reinsurance, Cyber Services, Mortgage Origination and more.</p><p></p><p>
Acrisure employs over 17,000 entrepreneurial colleagues in 21 countries and has grown from $38 million to $4.3 billion in revenue in just over ten years. Our culture is defined by our entrepreneurial spirit and all that comes with it: innovation, client centricity and an indomitable will to win.</p><p></p><p><b>
Job Summary:</b></p><div><p>
Join our team as a Commercial Lines Account Manager, where you&rsquo;ll play a key role in supporting our transportation industry accounts.</p><p>
In this role, you will:</p><ul><li><p>
Apply creative analysis strategies using carrier partnerships, coverage options, and specialized programs to enhance client retention.</p></li><li><p>
Contribute to agency revenue growth while ensuring clients receive tailored solutions that meet their unique needs.</p></li></ul><p></p><p>
This is an opportunity to work in a dynamic environment where your expertise helps keep businesses moving forward.</p></div><p></p><p><b>
Responsibilities:</b></p><div><p>
Coverage &amp; Proposal Management</p><ul><li><p>
Identify and recommend additional lines of coverage or enhancements in coordination with the team.</p></li><li><p>
Prepare proposals of coverage options for the sales team.</p></li><li><p>
Prepare premium finance contracts and company financing as needed.</p></li></ul><p></p><p>
Policy &amp; Documentation</p><ul><li><p>
Request loss runs and prepare loss history summaries.</p></li><li><p>
Maintain Certificate of Insurance (COI) list and create master templates.</p></li><li><p>
Check policies against proposals/applications for accuracy and update as needed.</p></li><li><p>
Review company audits for accuracy, invoice, and follow up on additional premiums.</p></li><li><p>
Process policy changes and endorsements for carriers/customers.</p></li></ul><p></p><p>
Client Communication &amp; Relationship Management</p><ul><li><p>
Maintain effective communication with internal teams throughout the marketing and binding process.</p></li><li><p>
Assist in cross-selling and rounding out accounts.</p></li><li><p>
Develop and maintain strong client relationships.</p></li><li><p>
Consult with clients on their total cost of risk.</p></li><li><p>
Provide solutions and Acrisure service recommendations to meet client needs.</p></li></ul><p></p><p>
Data &amp; System Management</p><ul><li><p>
Maintain complete and accurate client and policy information in agency management systems.</p></li></ul></div><p></p><p><b>
Requirements:</b></p><ul><li><p>
Valid Property &amp; Casualty Insurance License required.</p></li><li><p>
3+ years of experience in Commercial Property &amp; Casualty Insurance, preferably in a similar role, with at least 3 years in agency roles</p></li></ul><p></p><p><b>
Education and Experience:</b></p><ul><li><p>
Ability to effectively communicate in both verbal and written formats, externally and internally.</p></li><li><p>
Ability to read and interpret documents such as insurance policies, contractual insurance requirements, agency workflows and procedures, marketing and submission reports and any other documents required for this position.</p></li><li><p>
Ability to author routine reports and correspondence.</p></li><li><p>
Fluent ability with Microsoft Outlook, Word and Excel, proficient and accurate keyboarding.</p></li><li><p>
Ability to anticipate and solve practical problems or resolve issues.</p></li><li><p>
Can conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities.</p></li><li><p>
Strong attention to detail and good proofreading skills.</p></li><li><p>
Excellent skills in reliability, initiative, and stress tolerance.</p></li><li><p>
Ability to perform in a professional appearance and manner.</p></li></ul><p></p><p>
The base compensation range for this position is $74,000 &ndash; $100,188 annually. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within this range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.</p><p></p><p>
#LI-Hybrid</p><p>
#LI-SS1</p><p></p><p>
Pay Details:</p><p></p>
The base compensation range for this position is $0 - $0. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.<p></p><p><b>
Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.</b></p><p></p><p><b><br>
Why Join Us:</b></p><p>
At Acrisure, we&rsquo;re building more than a business, we&rsquo;re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.</p><p></p><p>
Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.</p><p></p><p><b><br>
Employee Benefits</b></p><p>
We also offer our employees a comprehensive suite of benefits and perks, including:</p><ul><li><p><b>
Physical Wellness:</b> Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.</p></li><li><p><b>
Mental Wellness:</b> Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.</p></li><li><p><b>
Financial Wellness:</b> Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.</p></li><li><p><b>
Family Care:</b> Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.</p></li><li><p><b>
&hellip; and so much more!</b></p></li></ul><p><i>
This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.</i></p><p></p><p><b><br>
Acrisure is an Equal Opportunity Employer.</b> We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting <i>leaves@acrisure.com</i>.</p><p></p><p>
Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.</p><p></p><p><b><br>
California Residents:</b> Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.</p><p></p><p><b><br>
Recruitment Fraud: </b>Please visit here to learn more about our Recruitment Fraud Notice.</p><p></p><p><b><br>
Welcome, your new opportunity awaits you.</b></p></div>

NFP Corp

<p></p><div><h3 class="jobSectionHeader"><b>Commercial Lines Account Manager (NC hybrid/remote)</b></h3>
<p>Morristown, NJ, US</p><br>
<div></div>
<p></p><p><b>Who We Are:
</b></p><p>NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.</p>
<p><b>Job Summary:</b></p>
<p>This is a full-time, exempt, support position assisting the Account Team in the management of the existing BOB with emphasis in full retention responsibility. The primary function of this position is to provide quality service to clients and cross-sell/account-round within the existing book of business. The Account Manager (AM) will be the day-to-day liaison between the insurance company and designated middle-market accounts. You will manage and control relationships with clients in collaboration with Producers and/or Account Executives. Daily servicing of clients will include contract analysis, coverage and exposure analysis, endorsement activity, routine coverage and billing questions, problem-solving, renewal control, preparation of quotes/proposals, binding coverage, and claim reporting and follow-up. You will assist Producer(s) with the above functions as needed. You should have P&amp;C experience and an active P&amp;C license. Have knowledge and experience in select commercial insurance including, but not limited to, commercial auto, property, general liability, umbrella, inland marine, workers compensation, and flood.</p>
<p><b><i>This is a full-time position, ideally working hybrid from either our Charlotte, NC office. We will consider a remote option for well-experienced Commercial Lines candidates able to work on an EST schedule.</i></b><b><i> </i></b><b><i>When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift</i></b></p>
<p><b>Job Goals:</b></p>
<ul><li>Give the most prompt, accurate, and courteous service that customers have ever received&hellip;anywhere.</li>
<li>Increase revenue by rounding out commercial lines accounts. Negotiate pricing and coverage terms in the client&rsquo;s best interest.</li>
<li>Develop relationships that lead to new business sales.</li>
</ul><p><b>Essential Core Duties and Responsibilities</b></p>
<ul><li>Build and maintain constructive and effective relationships with clients by meeting and exceeding expectations.</li>
<li>Provide consistent, accurate, timely, and pertinent communication to clients.</li>
<li>Resolve/assist with any service issues/questions.</li>
<li>Assist clients in making appropriate coverage changes, making each contact a marketing opportunity.</li>
<li>Inform and educate clients about coverage, exclusions and exposures and document electronic files accordingly.</li>
<li>Respond to clients&rsquo; needs by providing/producing binders, certificates, policies, auto id cards, evidence of insurance, and other related items accurately and on time.</li>
<li>Monitor and review client satisfaction.</li>
<li>Electronically document all communication with clients.</li>
<li>As appropriate, market, negotiate, prepare and analyze alternative renewal options.</li>
<li>Develop written, graphic, and electronic renewal materials as appropriate.</li>
<li>Follow established agency procedures for effective utilization of agency management system.</li>
<li>Take advantage of personal and professional development opportunities such as continuing education, professional designations, and in-house training.</li>
<li>Adhere to all state laws and regulations regarding insurance agents (licensing, continuing education, etc).</li>
<li>Assist with or complete other tasks as directed by agency management.</li>
</ul><p><b>Job Specifications/Requirements:</b></p>
<ul><li>Property and casualty insurance license upon hire is required.</li>
<li>At least 2 years of experience in commercial lines insurance, with an understanding of underwriting, coverage and rate analysis.</li>
<li>In-depth knowledge of insurance coverages and an ability to communicate this knowledge clearly to clients and underwriters.</li>
<li>Strong written and verbal communication skills.</li>
<li>Ability to prioritize and self-manage workload.</li>
<li>Proficiency in Microsoft Word and Excel.</li>
<li>EPIC experience is preferred, but will consider other agency management system experience.</li>
<li>If not experienced with EPIC and seeking a remote role, on-site training may be required in one of our select East Coast offices.</li>
<li><p>When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift.</p>
</li></ul><p><b>What We Offer:</b></p>
<p>We&rsquo;re proud to offer a competitive salary, PTO &amp; paid holidays, 401(k) with match, exclusive discount programs, health &amp; wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 &ndash; $95,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.</p>
<p><b>NFP and You&hellip; Better Together!</b></p>
<p><i>NFP is an inclusive Equal Employment Opportunity employer.</i></p></div><p></p>

Commercial Lines Account Manager (NC hybrid/remote)

Midwest Heritage

<div><div><div><div><div><div><div><div><p><b>Additional Considerations (if any):</b></p></div></div></div></div></div></div></div><ul><li></li></ul><p>
At Midwest Heritage, the core of our culture is taking care of the customer and taking care of each other. Our employees appreciate that their contributions make a direct impact on the success of our business as well as their own personal and professional growth.</p><p></p><div><div><p><b><br>
Midwest Heritage Bank</b></p></div><p></p><div><p><b>
Job Title</b>: Commercial Lines Account Executive</p></div><div><p><b>
Department:</b> Insurance</p></div><div><p><b>
FLSA: </b>Exempt</p></div><p></p><div><p><b>
General </b><b>Function</b></p></div><div><p>
The Commercial Lines Account Executive develops new commercial lines insurance business in Midwest Heritage markets. This position consists of both inside and outside sales and marketing. This position involves new business production and customer retention requirements. This position customarily and regularly involves performing duties away from Midwest Heritage. The Commercial Lines Account Executive must project a positive and helpful image that enhances the overall brand image of Midwest Heritage Insurance Services. This position may also write new personal lines (home &amp; auto) insurance products. This is a work from home position.</p></div><p></p><div><p><b>
Core Competencies</b></p></div><div><ul><li><p>
Business Development</p></li><li><p>
In-House Relationship Management</p></li><li><p>
Customer Service</p></li><li><p>
Industry and Product Expertise</p></li><li><p>
Organization</p></li></ul></div><p></p><div><p><b>
Reporting Relations</b></p></div><div><p><b>
Accountable and Reports to: </b>VP Sales, Commercial Lines</p></div><div><p><b>
Positions that Report to you: </b>None</p></div></div><p></p><div><div><p><b>
Primary Duties and Responsibilities:</b></p></div><div><ul><li><p>
Create and sustain long lasting relationships with prospective customers to grow a book of commercial lines and personal lines property &amp; casualty business.</p></li><li><p>
Assist in cross-selling/up-selling insurance products to existing customers.</p></li><li><p>
Promote Midwest Heritage financial products and services to existing and current customers.</p></li><li><p>
Assess customer needs, prepare and present accurate proposals, and provide coverage guidance to customers.</p></li><li><p>
Collect all required client data and information for development of a professional sales proposal.</p></li><li><p>
Responsible for achieving new business sales goals, client retention, profitable loss-ratio, diverse product-mix, and cross-sell targets.</p></li><li><p>
Participates in training on Midwest Insurance Services sales processes, systems, and practices.</p></li><li><p>
Continues to further knowledge of commercial products and service offerings.</p></li><li><p>
Stays current on industry trends, and recommends new carrier markets for Agency Management to pursue.</p></li><li><p>
Actively involved with industry and community organizations.</p></li><li><p>
Provides customer service to policyholders by communicating with internal and external personnel; delegate appropriate service work to commercial lines Account Manager(s) and others within the agency for timely handling.</p></li><li><p>
Effectively manages workload to achieve excellent client service results.</p></li><li><p>
Timely and efficient follow-up with carriers, clients, and prospects.</p></li><li><p>
Professionally communicates verbally and in writing with customers and insurance carrier underwriting, claims, and service departments.</p></li><li><p>
Demonstrates a positive attitude and builds customer focused relationships with staff.</p></li><li><p>
Demonstrates a willingness and desire to work in a team atmosphere and assist others when needed.</p></li><li><p>
Reports to work when scheduled and on time.</p></li><li><p>
Learn and proficiently use various carrier websites and quoting/renewal procedures.</p></li><li><p>
Develops and maintains positive relationships with insurance carriers and vendors.</p></li></ul></div></div><div><div><ul><li><p>
Effectively manages workload including follow up activity in EPIC and completing proficient documentation on all client contacts.</p></li><li><p>
Attends scheduled agency and carrier meetings.</p></li><li><p>
Maintains current agent license, certifications, and CE requirements for each renewal period.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities Required:</b></p></div><div><ul><li><p>
Must have valid driver&rsquo;s license.</p></li><li><p>
Must have a friendly positive attitude and strong communication skills.</p></li><li><p>
Must show leadership and excellent customer service.</p></li><li><p>
Strong attention to detail and ability to meet deadlines.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Outlook, and good typing skills.</p></li><li><p>
Excellent organizational and follow-up skills.</p></li><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must have the ability to organize and perform sales presentations to individuals and small groups.</p></li></ul></div><p></p><div><p><b>
Knowledge, Skills, Abilities, and Worker Characteristics:</b></p></div><div><ul><li><p>
Enhanced knowledge of commercial property &amp; casualty coverages and ability to apply that knowledge in the performance of job duties.</p></li><li><p>
Must have a friendly positive attitude, strong written and verbal communication skills and the ability to approach people.</p></li><li><p>
Self-motivation, strong work ethic and the ability to build personal relationships with clients will be essential in this position.</p></li><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
Excellent organizational skills, work with detail, high level of accuracy, and follow-up skills.</p></li></ul></div></div><div><div><ul><li><p>
Must maintain a high degree of confidentiality.</p></li><li><p>
Must always present themselves in a professional manner.</p></li><li><p>
Must have proficiency of PC with Microsoft Word, Excel, Access, Outlook and good data entry skills.</p></li><li><p>
Must have the ability to analyze and understand coverages, forms, underwriting practices and policies.</p></li></ul></div><p></p><div><p><b>
Education and Experience:</b></p></div><div><ul><li><p>
High school diploma or equivalent.</p></li><li><p>
Associate or Bachelor&rsquo;s Degree in Business, Finance, or Marketing is preferred.</p></li><li><p>
Prefer a minimum of one year of sales experience, including; cold calling, selling and negotiating with proven experience growing commission revenue; developing and implementing sales and marketing plans; knowledge of commercial lines property &amp; casualty insurance products and marketplace preferred but not required; working understanding of carrier products and underwriting disciplines preferred but not required.</p></li><li><p>
Must have required insurance licenses or willing to obtain within 60 days.</p></li><li><p>
Willingness to acquire further certifications or state license if required.</p></li></ul></div><p></p><div><p><b>
Physical Requirements:</b></p></div><div><ul><li><p>
This position is classified sedentary/light and requires the ability to sit for long periods of time.</p></li><li><p>
Visual requirements include: ability to see detail at near range with or without correction.</p></li><li><p>
Must be able to perform the following physical activities: sitting for long periods, talking (in person and by telephone), hearing and repetitive motions.</p></li></ul></div><p></p><div><p><b>
Working Conditions:</b></p></div><div><ul><li><p>
The duties of this position are normally performed outside of Midwest Heritage with some office work. This is a fast paced work environment.</p></li><li><p>
There is frequent pressure to meet deadlines and handle multiple projects in a day.</p></li></ul></div></div><div><div><ul><li><p>
Must be able to work independently with little daily supervision.</p></li><li><p>
25-50% Travel</p></li></ul></div><p></p><div><p><b>
Equipment Used to Perform Job:</b></p></div><div><p>
Computer (PC with Microsoft Office programs), telephone, calculator, telephone, copier, fax, printer and agency management software and tools.</p></div><p></p><div><p><b>
Contacts:</b></p></div><div><p>
This position works with Midwest Heritage employees, customers, Hy-Vee employees, vendors and outside agents doing direct business with Midwest Heritage</p></div><p></p><div><p><b>
Confidentiality:</b></p></div><div><p>
This position has the responsibility to protect the privacy and confidentiality of customers, employees and bank/insurance/financial information at all times.</p></div><div><p>
In the performance of their respective tasks and duties all employees are expected to:</p></div><div><ul><li><p>
Follow all state and federal regulatory requirements and complete assigned training courses within the required timeframes.</p></li><li><p>
Perform quality work within deadlines.</p></li><li><p>
Interact professionally with other employees, customers and suppliers.</p></li><li><p>
Work effectively as a team contributor on all assignments.</p></li><li><p>
Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.</p></li></ul></div></div></div>

Commercial Lines Account Executive

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