Account Manager - Commercial Lines

Through three generations, we have remained focused on earning your business by first earning your trust. We are committed to continually improving our product knowledge and staying abreast of changes within the industry in order to offer specialized solutions for each client. We value reliability, efficiency, and discretion to maintain our client’s confidence.

From our beginnings in New Orleans, our market access has expanded to include twenty-two states. Our home office is located in Metairie, Louisiana, and we have producers and customer service representatives in Wisconsin and Missouri. Though our clientele has grown, we pride ourselves in remaining a small-business at heart, which is why our priority is to get to know you on a one-to-one level in order to understand your needs and recommend solutions. Our team of twelve is ready to receive your call or email, and we look forward to the opportunity to serve you!

Begun four generations ago, we work to provide quality service to our clients.

We accomplish this by actively staying informed of changes in the industry, continuing to improve our product knowledge and ethically applying this to our client’s accounts.

At the heart of our business are our clients.

Job Details:
We are seeking a dynamic, results-oriented Permanent Account Manager to join our Commercial Lines Sales team. This role requires a unique blend of customer service expertise, communication finesse, and problem-solving acumen. In this position, you will be responsible for managing and growing a portfolio of commercial lines accounts, ensuring a high level of customer satisfaction and driving revenue growth for our organization. You will be the primary point of contact for our clients, providing them with the knowledge and guidance they need to make informed decisions about their insurance needs. This is a fantastic opportunity for a seasoned professional with a proven track record in account management, who thrives in a fast-paced, customer-centric environment.

Responsibilities:

• Manage and grow a portfolio of commercial lines accounts, ensuring customer satisfaction and driving revenue growth.
• Develop and maintain strong relationships with clients, understanding their business needs and providing tailored insurance solutions.
• Provide exceptional customer service, handling inquiries and resolving any issues promptly and professionally.
• Utilize your product knowledge to educate clients on our offerings and make recommendations based on their specific needs.
• Employ strong conflict resolution skills to handle any disputes or disagreements, ensuring a positive outcome for all parties involved.
• Use your time management abilities to effectively prioritize tasks and meet deadlines.
• Actively listen to clients to understand their concerns and needs, using this information to provide better service and improve customer satisfaction.
• Utilize interpersonal skills to build rapport with clients and foster long-lasting business relationships.
• Adhere to telephone etiquette standards, communicating with clients in a professional and respectful manner at all times.
• Collaborate with sales and underwriting teams to ensure client needs are met and opportunities for growth are identified.

Qualifications:

• Minimum of 2 years of experience in account management, preferably in the sales industry.
• Proven track record of managing and growing a portfolio of accounts.
• Exceptional customer service skills and a passion for helping clients.
• Strong communication skills, both written and verbal.
• Excellent problem-solving abilities and a knack for thinking on your feet.
• In-depth product knowledge and the ability to explain complex concepts in a clear, understandable way.
• Proven conflict resolution skills and the ability to handle difficult situations with grace.
• Solid time management skills and the ability to prioritize tasks effectively.
• Exceptional active listening skills and the ability to understand and respond to client needs.
• Strong interpersonal skills and the ability to build rapport with clients.
• Professional telephone etiquette and a respectful, positive communication style.
• Previous experience in the insurance industry is a plus, but not required.