Commercial Lines Account Manager at ITB Holdings
Providence, Rhode Island, United States -
Full Time


Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

75000.0

Posted On

19 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Insurance, Communication, Organizational Skills, Client Service, Problem Solving, Time Management, Interpersonal Skills, Microsoft Office Suite, Negotiation, Customer Satisfaction, Policy Review, Account Management, Documentation, Risk Assessment, Sales Support, Process Improvement

Industry

Description
Commercial Lines Account Manager Department: Insurance & Financial Services Employment Type: Full Time Location: Rhode Island Compensation: $60,000 - $75,000 / year Description We are currently seeking a motivated and detail-oriented individual to join our growing team as an Account Manager – P&C Operations. As we continue to expand our Property & Casualty division, this role will be critical in supporting our clients and internal sales team by delivering exceptional service and operational excellence. This position is ideal for someone with a strong background in insurance, excellent communication and organizational skills, and a passion for client service. The ideal candidate will be decisive, professional, and eager to grow within a fast-paced and collaborative environment. Key Responsibilities Manage a portfolio of insurance clients, fostering long-term relationships with clients, insurance carriers, and relevant stakeholders. Conduct regular client meetings to review insurance coverage, assess risks, and offer tailored solutions. Deliver prompt, professional responses to client inquiries, ensuring a high level of customer satisfaction. Prepare and present new business proposals and policy presentations. Collaborate with clients and insurance carriers to negotiate and place appropriate insurance coverage. Work closely with the internal sales team to identify new client opportunities and contribute to business development. Stay current with industry developments, trends, and regulatory changes to provide accurate and informed service. Handle incoming submissions and coordinate marketing of new business and renewals with insurers. Support Producers with quote production, presentations, and overall account servicing. Generate and manage client documentation such as applications, binders, certificates of insurance, Auto ID cards, and policy endorsements. Review insurance policies for accuracy and distribute them to clients accordingly. Maintain well-organized, accurately recorded, and properly filed account records. Assist in the improvement and implementation of internal processes, procedures, and service efficiencies. Coordinate with the Accounting Department on billing-related matters. Skills, Knowledge and Expertise A Property & Casualty insurance license is preferred. Strong follow-up, written/verbal communication, and problem-solving abilities are essential. Solid understanding of insurance coverages, policy language, and agency operations. College degree and industry designations are preferred. Demonstrated commitment to delivering outstanding customer service. Highly organized, with the ability to manage multiple tasks and priorities simultaneously. Strong time management and self-motivation skills. Ability to support both internal Producers and external clients in solving complex issues. Excellent interpersonal skills and professionalism. Proficiency in Microsoft Office Suite, especially Excel, and other agency automation systems.
Responsibilities
The Account Manager will manage a portfolio of insurance clients, fostering long-term relationships and delivering exceptional service. Key tasks include conducting client meetings, preparing proposals, and collaborating with the sales team to identify new opportunities.
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