Commercial Insurance Account Manager / Account Executive - Southpoint Insurance Agency Inc

About Us

At Southpoint, we believe our employees are our most valuable asset. We make it a priority to foster a work environment where you can grow, thrive, and feel appreciated. We don't believe in micromanaging; instead, we empower and support our team members to take ownership of their roles and make meaningful contributions to our success. Our goal is to make Southpoint Insurance a place where you can enjoy your work and be proud of the impact you make.

We value work-life balance, professional development, and collaboration, and were committed to providing an enjoyable, rewarding, and supportive workplace for all our team members.

Position Overview

We are seeking a highly motivated and experienced Commercial Lines Account Manager to join our team. In this key role, you will manage a diverse portfolio of commercial accounts, with a focus on providing excellent service and building strong, lasting relationships with clients. The ideal candidate will have a strong understanding of commercial lines insurance products and coverage, a commitment to delivering superior service, and a passion for client success.

Salary Range: $65000.00 - $90000.00 per year

Annual Base Salary + Bonus Opportunities

Health Insurance

Dental Insurance

Vision Insurance

Retirement Plan

Evenings Off

Paid Time Off (PTO)

Free Continuing Education

Team Lunches

Holliday Celebrations

Summer Hours

Career Growth Opportunities

Mon-Fri Schedule

Tuition Reimbursement

Responsibilities

Responsibilities

Deliver Exceptional Customer Service: Provide top-tier service to our commercial insurance clients by promptly addressing inquiries, resolving issues, and ensuring overall client satisfaction.

Manage Commercial Accounts: Oversee and manage a book of commercial insurance accounts, handling policy changes, endorsements, renewals, and other account-related activities with attention to detail and accuracy.

Collaborate with Insurance Carriers: Work closely with insurance carriers to negotiate coverage terms, manage claims, and ensure that all documentation is accurate and up to date.

Conduct Risk Assessments: Assess and evaluate client risks and exposures, offering tailored insurance solutions that align with their business needs and goals.

Stay Informed on Industry Trends: Continuously monitor industry trends, market conditions, and regulatory changes to provide clients with relevant and up-to-date information, helping them make informed decisions about their coverage.

Ensure Compliance and Accuracy: Maintain meticulous client records and documentation, ensuring compliance with insurance regulations and internal company policies and procedures.

Qualifications

Minimum of 3 Years' Experience: At least 3 years of experience as a Commercial Account Manager or in a similar role within the insurance industry.

Comprehensive Insurance Knowledge: Strong understanding of commercial insurance products, including property, liability, workers' compensation, and other coverages, as well as underwriting guidelines.

Excellent Communication Skills: Exceptional verbal and written communication skills, with the ability to clearly explain complex insurance concepts to clients in a way that is easy to understand.

Detail-Oriented & Organized: High attention to detail, combined with strong organizational and time management skills, ensuring that tasks are completed accurately and efficiently.

Proficiency in Insurance Management Systems: Experience using insurance agency management software such as Applied TAM, Epic, or AMS 360 (or similar platforms).

Self-Motivated & Adaptable: Ability to work independently and efficiently in a fast-paced environment, managing multiple priorities and deadlines with a high degree of accuracy.