Commercial Insurance Account Manager

As a Commercial Insurance Account Manager at Shamrock, your primary role involves managing a portfolio of commercial insurance accounts. This includes overseeing renewals, policy changes, endorsements, and claims reporting, while also building and maintaining strong relationships with clients. You're responsible for ensuring client satisfaction and providing tailored risk management strategies.

To qualify for the Commercial Insurance Account Manager role at Shamrock, you must possess or be willing to obtain a valid state insurance producer license. Additionally, a proven track record in account management or customer service, along with strong analytical and communication skills, is crucial for success in this position.

At Shamrock, we invest in our Commercial Insurance Account Managers by providing comprehensive training and development resources. We believe in cultivating a long-term career for our employees, offering numerous opportunities for advancement, along with a robust benefits package that includes fully paid healthcare and generous PTO.

Daily responsibilities of a Commercial Insurance Account Manager at Shamrock include managing client accounts, overseeing renewals and claims, collaborating with insurance carriers, and providing clients with guidance on risk management strategies to meet their unique business needs.

The company culture for a Commercial Insurance Account Manager at Shamrock is characterized by collaboration, support, and a commitment to client service. Recognized as one of America's 'Most Loved Workplaces,' we foster an environment that emphasizes work-life balance and personal development.

A role as a Commercial Insurance Account Manager at Shamrock can lead to various career opportunities, including advancements into senior account management positions or specialist roles in risk management and business development, depending on your career interests and goals.

Shamrock offers an attractive benefits package for its Commercial Insurance Account Managers, which includes fully paid healthcare, competitive PTO, eligibility for work-from-home opportunities, generous 401(k) contributions, and access to onsite wellness facilities.

To build and maintain strong client relationships, it's important to actively listen to their needs, provide tailored advice, and follow up regularly to ensure satisfaction. Sharing relevant insights and updates can also foster trust and loyalty.

When dealing with difficult clients or situations, I focus on remaining calm and empathetic, actively listening to their concerns. Problem-solving collaboratively is key, ensuring that they feel valued and that their issues are addressed promptly.

My experience with commercial insurance policies includes a deep understanding of various coverage types, from general liability to property insurance, and being able to evaluate submissions to ensure clients receive optimal solutions based on their unique needs.

Effective time management and organizational skills are essential for managing multiple accounts. Setting priorities based on urgency and keeping detailed records of client interactions ensure that all accounts receive the attention they deserve.

Teamwork is crucial in my role as a Commercial Insurance Account Manager. Collaboration with internal teams and external partners helps ensure comprehensive service delivery and optimal outcomes for clients, as we can leverage each other's strengths.

Staying updated on changes in the insurance market involves subscribing to industry newsletters, attending webinars, and participating in professional networks. Continuous learning allows me to provide relevant advice to clients and adapt strategies as needed.

In a previous role, I successfully identified a client's need for an additional coverage option. By clearly demonstrating the value and benefits of the service, I was able to cross-sell effectively, which not only increased revenue but also enhanced the client's protection.

To assess a client's specific insurance needs, I conduct in-depth consultations to understand their business operations, risk exposures, and financial objectives. A comprehensive assessment enables me to recommend appropriate coverage options tailored to their needs.

Challenges in the Commercial Insurance Account Manager position could include adapting to changing regulations and market conditions. However, I believe that proactive communication and continuous learning can help mitigate these challenges effectively.

For policy renewals, I start the process well in advance, reviewing the policy details and discussing any changes with the client. Thorough communication about the renewal process and being proactive in addressing any concerns ensures high levels of client satisfaction.