Commercial Lines Account Manager, SME
Core
Manage an assigned book of business for commercial clients, ensuring client satisfaction, handling renewals, and driving new business growth.
Role type
Commercial Lines Account Manager (SME)
Builds
Insurance policies, quotes, and client retention strategies for commercial accounts
Domain
Insurance brokerage / Commercial risk management
Required skills
RIBO license, commercial risk knowledge, client relationship management, negotiation, claims advocacy, account receivables management, policy administration
Preferred skills
CIP/CAIB designation, EPIC system fluency, cross-sell/up-sell experience
Technologies
EPIC, Microsoft Office (Word, Excel)
Responsibilities
Meeting new and existing clients' needs including quotations and premium adjustments; negotiating coverage and price with insurers; handling renewals and monitoring policy documents; ensuring timely collection of account receivables; advocating for clients during claims; fulfilling new business growth and retention goals.
Seniority
Mid-level, hands-on IC