Commercial Insurance Account Manager

About the Position

Our team at Giles Insurance Services is excited to announce an opening for an experienced Commercial Lines Account Manager. We are looking for a skilled and motivated individual to join our team.

What we’re good at:

We are one of the top independent insurance agencies in the area. We’re proud to have built a reputation on integrity and first-class service among our clients, partners, and the communities that we serve. We’re on a mission to build long lasting relationships with our clients, have a positive societal impact through our work, and build an inclusive culture where all people can thrive and do their best work.

Teamwork, personal excellence, and growth matters to us, and we know it matters to you, too! When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.

When you join us, you can expect

• Work-life balance and employee well-being
• Competitive compensation
• A supportive, diverse, people-first culture and mindset
• A voice at the table to create constructive change and work on purposeful products
• Time dedicated to professional development
• Generous 401k Matching
• Paid Time Off

What you’re good at:

You’re a self-starter and an independent learner who enjoys mastering new skills quickly. With very little supervision, you anticipate needs, take action and create efficiencies. You’re organized and know the art of building relationships with teammates, clients and vendors. This role performs a wide range of duties across planning, education, research and analysis for both existing and prospective clients. Using your impeccable communication skills and work ethic, you will apply critical thinking skills, work independently and anticipate agency needs and client questions.

When you join us, we expect you to:

• Cultivate strong relationships with - and serve as the main point of contact for your portfolio of clients, key vendors, and carriers.
• Manage a portfolio of personal insurance accounts, including BOP, GL, Auto, WC and Umbrella policies.
• Work closely with clients to assess their needs and provide guidance.
• Respond to clients, insurance carriers, sales team, and supervisors’ correspondences and requests in a timely, effective, and professional manner.
• Research and present answers to client questions about their policies and coverage.
• Maintain up-to-date knowledge on carrier products, guidelines, underwriting, and legislative changes in order to make effective recommendations to clients.
• Analyze and compare current exposures at renewal.
• Process and submit new and renewal clients for marketing and placement, review and summarize quotes for competitiveness and accuracy.
• Process and check policies, endorsements, endorsement requests, and audits for accuracy.
• Prepare and manage timetables, summaries and/or schedules for the entire book of business with regard to coverage and renewal dates.

What you’ll bring to our team:

• Excellent verbal and written communication skills
• Experience working as a Commercial Lines CSR/Account Manager
• Basic math skills and aptitude for learning new technology
• Positive attitude, good listening skills and empathy
• Highly-organized and strong time management skills
• Works with integrity and a high-level of confidentiality

Apply now