Insurance Account Manager

Job Description

Job Description

Join The Ned Gulbransen Agency as a Commercial Lines Insurance Account Manager , where you'll play a vital role in providing exceptional service to our commercial clients. With a focus on teamwork and collaboration, you'll address client inquiries, ensure their insurance needs are met, and contribute to maintaining high standards of client satisfaction. If you're experienced in commercial lines insurance, detail-oriented, and seeking a positive work environment that values employee growth, we invite you to apply and be a key player in delivering outstanding client experiences.

The Ned Gulbransen Agency, established over 30 years ago, is an independent insurance agency offering a comprehensive range of insurance solutions, including personal lines (home, auto, life, umbrella) and commercial lines (general liability, commercial property, workers compensation, cyber security, commercial autos, etc.). In partnership with the Thomas Ward Insurance Group, located in Lincoln Park Chicago, we pride ourselves on a collaborative and team-oriented culture that emphasizes relationship-building and client education. We believe that an educated client is the best client, and we are committed to providing exceptional client experiences from onboarding to annual reviews.

If you're ready to be part of a team that values collaboration, work-life balance, and employee growth, submit your application for the position of Commercial Lines Insurance Account Manager at The Ned Gulbransen Agency. Join us in providing exceptional client experiences and contributing to the success of our agency!

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Evenings Off

Weekends Off

Holidays Off

Paid Holidays

401k Plan

Career Growth Opportunities

Professional Development

Continuing Education Opportunities

Ongoing Training Seminars

Hands on Training

Professional Work Environment

Retirement Benefits

Equipment Provided

Health Insurance

Enjoy life, dental, vision, and disability benefits at competitive employee rates.

• Coordinate the servicing of a book of business with all internal and external stakeholders, possessing an advanced level of knowledge of all commercial lines of insurance.
• Analyze policy renewals in accordance with client information, individual needs and prevailing market conditions
• Communicate and develop strong relationships with clients to ensure their satisfaction with the services provided.
• Conduct follow-up discussions with clients to ensure their contentment while progressing towards sales closure.
• Present and explain insurance policy options based on client needs and personal goals.
• Treat each customer contact as a cross and up-sell opportunity including financial products.
• Manage carrier relationships on behalf of clients to ensure the accurate and timely issuance of policies and endorsements.
• Utilize various computer systems for daily transactions, take premium payments, review, update, and make changes to policies, claim handling, and proving certificates of insurance.
• Ensure consistent and prompt communication with clients to address their needs and concerns to ensure retention standards.
• Prepare proposals for new and renewal business.
• Maintain up-to-date knowledge of commercial insurance products, services, and underwriting guidelines
• Train and mentor junior staff members

• Property and Casualty License required . A license is not required to apply. We will pay 100% for licensing.
• 3+ years of custome service or leadership experience is Required. Insurance experience is a BONUS.
• Pay meticulous attention to detail when reviewing policies, contracts, and client data to minimize errors and ensure the highest level of accuracy.
• Ambitious self-starter who can work independently to hit targets and prioritize tasks throughout the day.
• Maintain a proactive approach to achieving individual and team objectives, consistently seeking opportunities for growth and improvement in pursuit of our agency's success.
• Effectively communicate complex insurance concepts and policy details to clients in a clear, understandable, and client-friendly manner, ensuring they make well-informed decisions.
• Apply critical thinking skills to analyze complex insurance situations , develop innovative solutions, and provide clients with tailored recommendations for their coverage.
• Utilize Microsoft Office Suite , including Word, Excel, and PowerPoint, proficiently to create, edit, and maintain documents and reports.