Commercial Account Manager

Location: Baton Rouge, LA (open to remote flexibility)

Target Pay: 80k

Direct Hire (NO C2C)

Commercial Account Manager role with a top 4 full-service insurance brokerage that is looking for someone to come in and handle multiple oil and gas clients including some industrial contracts. This role would cover risk management, employee benefits, wealth management, retirement, and private wealth. A good knowledge of insurance is the top skill they are looking for by far.

REQUIREMENTS:

• At least 3+ years of experience and demonstrated proficiency in an insurance Account Management role in required lines. Brokerage experience is preferred.
• Makes major decisions independent of manager approval on books of insurance business for which the incumbent is responsible.
• Works closely with Producers and other personnel on all aspects of client service, marketing, and renewal while adhering to best practices and standard procedures.
• Oversees the preparation and implementation of all transactions, paperwork, and internal processing for assigned accounts.
• Acquires understanding of clients’ insurance objectives and critically analyzes and compares insurance plans to determine suitability. Staying abreast of changes in the insurance industry and other external conditions that may impact their clients. Makes appropriate recommendations to clients in response to those changes independent of manager approval.
• Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues.
• Responsible for overall retention of accounts in assigned books of business.
• Develops new business from existing accounts and assigned leads, and contributes to meeting departmental production goals. Identifies and follows up on cross-selling opportunities when appropriate.
• Manages, organizes, and conducts client meetings when necessary.
• Appropriately documents conversations with clients and carrier representatives and updates all computer systems and automated agency management systems when necessary. Ensures the accuracy of data in those systems.
• Prepares reports for management as required.
• Oversees functions performed by lower-level Account Managers and Assistant Account Managers as required.