Commercial Lines Account Manager - P&C Insurance

Job Description

Job Description

We are seeking a Commercial Lines Account Manager Insurance to become a part of our organization! The ideal candidate will manage a portfolio of commercial insurance accounts, providing exceptional service to clients and ensuring their insurance needs are met effectively.

Key Responsibilities:

• Serve as the primary point of contact for clients, building and maintaining strong relationships.
• Understand client needs and provide tailored insurance solutions.
• Review and analyze client insurance policies, ensuring coverage is adequate and up-to-date.
• Assist clients with policy renewals, endorsements, and claims.
• Conduct thorough risk assessments for clients and recommend appropriate coverage options.
• Collaborate with underwriters to ensure competitive pricing and coverage.
• Maintain accurate records of client interactions and policy details in the agency management system.
• Prepare and present reports and insurance proposals to clients.
• Work closely with the sales team to identify opportunities for new business.
• Mentor and train junior staff as needed.
• Stay updated on industry trends, regulations, and changes in commercial insurance.
• Attend industry conferences and training sessions as required.

Qualifications:

• Bachelor’s degree in Business, Finance, or a related field.(preferred)
• Valid insurance license (Property & Casualty).
• 3+ years of experience in commercial lines insurance, preferably in account management.
• Strong understanding of various commercial insurance products (general liability, property, workers' compensation, etc.).
• Excellent communication and interpersonal skills.
• Proficiency in Applied Epic and Microsoft Office Suite.

Company DescriptionThe Barclay Agency is a boutique independent insurance agency founded by Col. John A. Barclay II in 1946 staffed with top-notch agents and account managers, all with the common purpose of providing service and solutions that rival larger national firms. Headquartered in Austin, Texas, and now licensed in over 20 states, the Barclay Agency provides trusted advice and tailored solutions to businesses, nonprofits, individuals and families seeking guidance concerning their insurance and surety programs. Having partnered with the highest quality insurance carriers who have been carefully selected & vetted, Barclay serves clientele that includes startups, established businesses, nonprofits, and successful individuals and families with complex insurance needs. Leading the management team is 3rd generation insurance professional John Anderson (Andy) Barclay IV who has 20 years of experience in the industry, is a Certified Insurance Counselor, and serves as CEO. Michelle Cummings serves as CFO/ COO and is also a 3rd generation insurance professional who has a background in administration serving for 15 years in the Texas Public School system. Andrew Shannon, Head of the Commercial Lines Department, is the agency’s Commercial Real Estate specialist who brings a wealth of knowledge and insurance experience to the team. Barclay Insurance as it exists today is the brain child of John A. Barclay III who serves as President and Chairman of the Board. He is a mentor and coach to the management team and has had a long and distinguished career serving the local community. Mr. Barclay’s mantra has always been “serve your clients well” and that is exactly what the Barclay team strives to do every day.

Company Description

The Barclay Agency is a boutique independent insurance agency founded by Col. John A. Barclay II in 1946 staffed with top-notch agents and account managers, all with the common purpose of providing service and solutions that rival larger national firms. Headquartered in Austin, Texas, and now licensed in over 20 states, the Barclay Agency provides trusted advice and tailored solutions to businesses, nonprofits, individuals and families seeking guidance concerning their insurance and surety programs. Having partnered with the highest quality insurance carriers who have been carefully selected & vetted, Barclay serves clientele that includes startups, established businesses, nonprofits, and successful individuals and families with complex insurance needs. Leading the management team is 3rd generation insurance professional John Anderson (Andy) Barclay IV who has 20 years of experience in the industry, is a Certified Insurance Counselor, and serves as CEO. Michelle Cummings serves as CFO/ COO and is also a 3rd generation insurance professional who has a background in administration serving for 15 years in the Texas Public School system. Andrew Shannon, Head of the Commercial Lines Department, is the agency’s Commercial Real Estate specialist who brings a wealth of knowledge and insurance experience to the team. Barclay Insurance as it exists today is the brain child of John A. Barclay III who serves as President and Chairman of the Board. He is a mentor and coach to the management team and has had a long and distinguished career serving the local community. Mr. Barclay’s mantra has always been “serve your clients well” and that is exactly what the Barclay team strives to do every day.