Commercial Lines Insurance Account Manager (Hybrid)
Patriot Growth Insurance ServicesAbout the role
About Dreher Insurance, A Division of Patriot Growth Insurance Services: Dreher Insurance (Dreher) is an independent insurance agency located outside Atlanta, in Lawrenceville, GA. Dreher is family owned and operated since 2002, Dreher's business model fosters a team attitude among our employees with a vision to deliver superior client service and always remain a trusted advisor, regardless of size and tenure of a client relationship. Dreher is a partner agency of Patriot Growth Insurance Services, a privately held national insurance services broker ranked 25th largest broker in the U.S. as of December 2024
Position Overview: Our insurance agency seeks a motivated and dedicated insurance sales support professional and a team player to join us as a Commercial Lines Insurance Account Manager. In this role you will be responsible for managing a portfolio of commercial insurance accounts, providing exceptional client service and support, and ensuring the continued success of our clients’ businesses. The position requires a focus on habitational property and general liability, as well as professional liabilities, workers compensation, and other risk-related areas. The position will involve direct communication with insurance carriers, insurance brokers, and the insured clients.
Work location and arrangement: This is a full-time hybrid position, working 4 days per week in our Lawrenceville, GA office.
Professional Responsibilities:
- Maintain accurate client records and client facing documents withing the agency management system
- Provide superior client service and develop and sustain strong client relationships to maintain a high retention rate for existing accounts
- Review and market all renewal activities and perform sales-focused activities to attract new client business
- Generate new sales in commercial lines with a concentration in habitational property and general liabilities, professional liabilities, workers compensation, and other risks
- Process and perform timely follow up activity on all client related policy changes, billings, premium financing and non-payments
- Communicate and interact regularly with insurance carriers, brokers, and insureds
- Bind coverage in a timely manner, ensuring all bound coverage is accurate and up to date
- Multi-task effectively to handle various responsibilities and maintain a consistent workflow
- Serve as a trusted advisor and provide satisfactory answers to an insured’s questions
Qualifications and Requirements:
- An Associates or a Bachelor of Science degree in a business-related field is preferred
- 3+ years of relevant insurance sales support experience with an insurance broker, an insurance carrier, or an independent insurance agency
- An active Property and Casualty (P&C) license in the state of Georgia
- Strong working knowledge of all Commercial Lines insurance coverages, including policy types and industry-related specific requirements
- Prior work experience with successful insurance coverage bindings
- Working knowledge of agency management systems (AMS) and other insurance software systems
- Proficient in the use of Microsoft Office Suite tools (including Outlook, Word, Excel)
- Excellent interpersonal and communication skills (both written and oral)
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