Ozark Insurance - Commercial Insurance Account Manager - Zachary, LA (or Remote for the right Candidate)

At Ozark Insurance, we are dedicated to protecting what matters most to our clients by providing tailored insurance solutions and exceptional service. With decades of industry experience, we specialize in offering personalized coverage for home, auto, life, and commercial needs. Our team takes pride in building lasting relationships through trust, integrity, and a commitment to excellence. At Ozark Insurance, we believe in empowering our employees and delivering unmatched value to our customers, ensuring peace of mind every step of the way. As a company rooted in community and innovation, we’re not just an insurance provider—we’re a partner you can depend on.

IMPORTANT: All candidates must complete the Culture Index. This is a very short survey with no right or wrong answers. Candidates that do not complete the Culture Index will not be reviewed. Here is the link to the survey: https://go.cultureindex.com/p/ohuE7Q8wj6vi9lRLYw.

This position is based in Zachary, LA, and there is no relocation assistance provided. However, would consider Hybrid or Remote for the right candidate.

About the Role

Ozark Insurance Company is seeking a highly skilled and motivated Commercial Insurance Account Manager to join our team. In this role, you will be responsible for providing strategic sales support and serving as a critical liaison for new and experienced producers. Key responsibilities include conducting comprehensive gap analyses, navigating complex market dynamics, negotiating with carriers to secure optimal outcomes, and fostering business growth through effective cross-selling strategies. This position requires a results-driven professional adept at cultivating client relationships, identifying new business opportunities, and contributing to the overall success of our sales and service objectives. This role demands a professional with a keen ability to assess client needs, analyze existing coverage, and anticipate future risks while delivering exceptional customer service.

Essential Duties and Responsibilities

• Serves as a direct point of contact to handle client issues and concerns and provides appropriate solutions and alternatives.
• Generates cross-sales, closes inbound leads, and asks for referrals to grow the agency’s client base.
• Maintains client retention by researching and resolving problems, reviewing accounts regularly with clients, and recommending coverage enhancements or modifications to protect clients and their assets better.
• Maintains and grows knowledge in commercial lines of insurance.
• Prepares and processes quotes, applications, endorsements, payments, and inquiries in line with company and carrier policies and procedures.
• Assesses client needs and reviews renewals annually, identifying coverage gaps to mitigate client’s risk exposure.
• Responds to client inquiries and requests related to insurance products promptly.
• Researches and resolves complex customer service issues, making recommendations to place coverage.
• Determines client needs by analyzing current coverages and ascertaining long-term needs and potential coverage gaps.

Skills and Abilities

Client Relationship Management

• Excellent interpersonal skills to build and maintain strong client relationships.
• Ability to manage multiple client accounts effectively while addressing unique needs and concerns.

Insurance Expertise

• In-depth knowledge of commercial insurance products, markets, and coverage options.
• Understanding of industry regulations, underwriting guidelines, and carrier requirements.

Analytical and Problem-Solving Skills

• Strong ability to assess client needs, identify coverage gaps, and recommend appropriate solutions.
• Proficiency in conducting risk assessments and mitigating exposure.

Sales and Business Development

• Skilled in cross-selling, upselling, and generating referrals to grow client portfolios.
• Ability to identify and pursue new business opportunities.

Organizational and Time Management Skills

• Effective prioritization and multitasking to manage a high volume of client account