商业线路客户经理
Commercial Lines Account Manager
我们的客户是一家在39个州获得许可的快速发展的独立保险公司，拥有20多家保险公司合作伙伴。他们的目标不仅是提供保险，更是保护客户最重要的东西：家庭、业务和未来。这家代理机构将保护客户的家庭和业务视为首要任务，就像他们对待自己的家庭和业务一样用心和有意识。他们相信每位客户都应对其保障感到自信，而这一切始于团队的实力。他们专业的员工围绕三件事建立持久的客户关系：合适的保障、最佳的价格和世界级的服务。公司员工由一支具备深厚行业专业知识、真正导师指导和成功资源支持的团队所支持。该公司正在寻找希望从事真正帮助人们保护最重要事物的工作，从而建立稳定且有意义职业生涯的人。
职位概述
我们正在寻找一位高度积极且经验丰富的商业险专业人士加入我们不断壮大的团队。作为商业险客户经理，您将负责管理现有的商业客户保单，提供主动续保管理、日常客户服务以及值得信赖的保险建议。这个职位以关系为导向，注重细节，并对提供FirstMark体验至关重要。
您的主要职责可能包括：
- 管理现有商业保单的续保
- 提供持续的客户服务、批单、证明文件和保障支持
- 与代理人、保险公司和内部团队紧密合作
- 识别保障缺口并支持长期风险管理讨论
- 为客户提供及时、准确且周到的服务
- 与我们出色的团队合作，在每一次互动中为客户带来世界级的精品客户体验
要求
- 至少2年的商业保险经验
- 必须在您所在州持有有效的财产与责任保险执照
- 可在全国任何地方工作，但必须能够按照太平洋标准时间（周一至周五，上午8点至下午5点）工作
- 能够多任务处理并确保不遗漏任何细节
- 对商业保障和保险公司流程有深入了解
- 有条理、积极主动且以客户为中心
- 优秀的沟通能力和服务导向的心态
福利
此职位起薪为：
- 根据经验不同，年薪为65,000至70,000美元
- 个性化导师指导以帮助您职业成长
- 医疗保险
查看英文原文
Our client is a growing, thriving, independent insurance agency licensed in 39 states with more than 20 carrier partners. Their focus is not just to provide insurance - but to protect what matters most to their clients: family, business, and their future. The agency makes it their top priority to safeguard the client's family and business as thoughtfully and intentionally as they would their own. They believe every client deserves to feel confident about their coverage, and that starts with the strength of their team. Their licensed professionals build lasting client relationships around three things: the right coverage, the best price, and world-class service. Agency staff are supported by a team with deep industry expertise, real mentorship, and the resources to succeed. The agency is looking for individuals who want to build a stable, meaningful career doing work that genuinely helps people protect what matters most.
Role Overview
We are seeking a highly motivated and experienced Commercial Lines professional to join our growing team. As a Commercial Lines Account Manager, you will be responsible for managing a book of existing commercial accounts, providing proactive renewal management, day-to-day client service, and trusted insurance guidance. This role is relationship-driven, detail-oriented, and essential to delivering the FirstMark experience.
Your key responsibilities may include:
- Manage renewals for an established commercial book of business
- Provide ongoing client care, endorsements, certificates, and coverage support
- Collaborate closely with producers, carriers, and internal teams
- Identify coverage gaps and support long-term risk management conversations
- Deliver timely, accurate, and thoughtful service to our clients
- Partner with our incredible teams to deliver a world-class, boutique client experience in every single interaction.
Requirements
- Minimum 2 years of commercial insurance experience
- Must have a current P&C insurance license in your state
- May be located anywhere nationwide but must be able to work PST hours (8-5, M-F)
- Ability to multi-task and ensure no detail gets overlooked
- Strong understanding of commercial coverages and carrier workflows
- Organized, proactive, and client-focused
- Excellent communication skills and a service-oriented mindset
Benefits
This role starts with:
- Salary of $65,000-$70,000 depending on experience
- Individualized mentorship to help grow your career
- Medical Insurance
- Dental Insurance available
- Vision Insurance available
- 401(k) with company match
- Paid time off
- Paid continuing education
Originally posted on Himalayas