Job Description

JOB SUMMARY

Commercial Account Managers help build and foster client relationships in support of Risk Advisor’s efforts to retain accounts. An unwavering commitment to high-quality customer service is a commonly-found trait amongst Commercial Account Managers.   A Commercial Account Manager has in-depth knowledge of insurance coverages and is able to give sound advice to a wide range of clientele.

ESSENTIAL FUNCTIONS

• Working knowledge of Property and Casualty accounts (all lines of business including liability, property, workers’ compensation, auto, etc.)
• Provide quality customer service by maintaining relationships, managing expectations and delivering professional communication that is friendly, timely and clear.
• Manage policies by applying knowledge, solving problems, and communicating effectively.
• Analyze coverages associated with client insurance policies to ensure needs are met.
• Maintain client files with excellent documentation and organization of data.

SKILLS AND ABILITIES

Professional demeanor, highly organized, problem solving ability, positive work ethic, good judgement, excellent communication skills, analytical skills, flexible, ability to recognize urgent needs, innate critical thinking, attention to detail

QUALIFICATIONS

Minimum of 3 years experience in an insurance agency or brokerage.

Applied EPIC experience (desired, not required)

Current Property & Casualty license, or required within three months of becoming a Commercial Account Manager.

Proficient in software applications commonly used in an office environment as well as ability to learn new applications.

Understanding of the Independent Insurance Agency system and familiarity with Commercial Lines operations is expected.

Reliable transportation with current auto insurance is necessary for occasional client meetings, continuing education, and/or professional development courses.

SUPERVISORY RESPONSIBILITY

No direct reports

GENERAL

This description is intended to describe the basic role and most commonly occurring duties. Other duties and special projects may also be assigned.

Company Description

Our agency is committed to making Morris & Garritano a positive place to thrive and we are always open to meeting new talent. We pride ourselves on our customer service and seek out those who have a passion to better themselves and their career. We are a community of individuals who work together for the common goal to always be improving. If you are someone who values hard work, honesty, and knows when to have a little fun, we want to meet you!