Licensed Commercial Lines Account Manager - Klinger Insurance Group

We are seeking a licensed Commercial Lines Account Manager to join our dynamic team. The successful candidate will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional customer service, and ensuring client satisfaction. If you have a passion for insurance, excellent communication skills, and a commitment to delivering results, we want to hear from you!

Why Join Klinger Insurance Group?

At Klinger Insurance Group, weve been proudly serving our clients since 1993. As a well-established and trusted company, we offer a competitive salary, comprehensive benefits, professional growth opportunities, and a supportive work environment.

We value our team and foster a culture of collaboration, respect, and recognition. At Klinger Insurance Group, youre not just an employeeyoure part of a family that cares about your success.

Come grow with uswe love our team, and we know you will too!

Salary Range: $55000.00 - $65000.00 per year

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Mon-Fri Schedule

Evenings Off

Career Growth Opportunities

Health Insurance

Dental Insurance

Life Insurance

Hands on Training

Retirement Plan

Costco Membership

Job Stability in a Growing Industry

Bonuses based on performance

Responsibilities

The primary responsibility of this position is to provide top-notch service to clients while also cross-selling and account-rounding within the existing book of business. The Account Manager (AM) will serve as the insurance company's primary point of contact with the designated accounts. In collaboration with Producers and/or Account Executives, the AM will manage and control client relationships. Contract analysis, coverage and exposure analysis, endorsement activity, routine coverage, billing questions, problem-solving, renewal control, quote/proposal preparation, binding coverage, claim reporting, and follow-up will be part of daily client servicing. As needed, the AM will assist the Producer(s) with the above functions.

• Client retention is the number one priority
• Upselling and Cross-selling to existing clients
• Quote follow-up and writing new business
• Complete monthly production logs
• Provide clients with consistent, accurate, timely, and relevant communication.
• Maintain agency digital files (EPIC) accurately, with consistent documentation of calls, emails, and other notes and attachments, following all agency and carrier procedures.
• Maintain constructive and effective client relationships by meeting and exceeding expectations.
• Resolve any service issues or questions.
• Inform and educate clients about coverage, exclusions, and exposures, and maintain appropriate electronic files.
• Respond to client needs by accurately and on time providing/producing binders, certificates, policies, auto id cards, proof of insurance, and other related items.
• Monitor and review client satisfaction.
• Review audits or policies; verify accuracy and facilitate corrections, as needed, between client and carrier.
• Collaborate with team members, mentor staff, provide expertise and answer questions, and participate in formal and informal meetings as needed.
• Follow established agency procedures for effective utilization of the agency management system.
• Take advantage of opportunities for personal and professional development such as continuing education, professional designations, and in-house training.
• The Account Manager will collaborate with Producers on strategic account issues and potential problems as needed.

• Associates, BA/BS preferred. HS Diploma required.
• P&C Insurance License required.
• A minimum of 3 years of experience with a strong background in Commercial Lines as an Account Manager.
• Experience with commercial auto, property, general liability, umbrella, inland marine, workers' compensation, and flood insurance, among others.
• Proficiency in insurance agency management systems (Applied EPIC) and Microsoft Office Suite
• Excellent communication and interpersonal skills
• Ability to prioritize and manage multiple tasks in a fast-paced environment
• Detail-oriented with strong organizational, time management skils and problem-solving skills
• Client focus and has a positive mindset
• Exceed current and prospective client expectations.
• Team Player who enjoys a fast-paced environment.
• Possess a genuine willingness to learn, be intuitive and resourceful, and be coachable.
• Ability to analyze and understand the company for risk selection.
• Demonstrating to work independently is required.
• Multi-lingual is a plus

Skills needed:

• Excellent interpersonal skills - to ensure visitors have good first impressions and feel welcomed.
• Excellent organizational skills
• Excellent communication skills both written and oral
• Multitasking skills
• Time Management Skills
• Problem-Solving Skills
• Good Listening Skills
• Tech-savvy
• Positive Attitude and High Energy
• Ability to adapt to a fast-paced environment