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Commercial Insurance Account Manager

Remote: 
Full Remote
Contract: 
Work from: 

Offer summary

Qualifications:

Active P&C license required., 5+ years of experience in commercial lines account management., Excellent communication skills, both written and oral., Proficiency with Microsoft Office Suite and experience with EZLynx Management System preferred..

Key responsabilities:

  • Serve and grow the book of assigned clients by providing extraordinary service and identifying revenue growth opportunities.
  • Manage client renewals and handle ongoing servicing requests.
  • Utilize EZLynx management system for maintaining client information and policy management.
  • Support team members and perform other duties and projects as assigned.

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KMA Human Resources Consulting
11 - 50 Employees
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Job description

Lotfey Dennett Insurance Brokers / Commercial Insurance Account Manager / Remote (New England)  
 
Lotfey Dennett is seeking a Commercial Insurance Account Manager to join their growing boutique insurance agency based in Portland, Maine.  This role can be remote or hybrid for candidates in New England.    
 
What makes Lotfey Dennett different? They provide a true, concierge client experience and give their small- and mid-size clients personalized attention to ensure that their businesses are protected. This means having a team of experienced insurance professionals who use top-notch technology to improve the client experience and streamline processes, and giving employees the opportunity to advance in their careers by prioritizing promoting from within as the company grows. 

Requirements of the Commercial Insurance Account Manager:
  • Active P&C license required. 
  • 5+ years of experience in commercial lines account management. 
  • Excellent communication skills, both written and oral.  
  • Demonstrated success working in a fast-paced, team-oriented environment.  
  • Passion for improving the client experience and internal processes with technology.  
  • Proficiency with Microsoft Office Suite (Outlook, Excel, Word, Teams). 
  • EZLynx Management System experience preferred. 
  • Must be based in New England for ease of occasional travel to the Portland,ME office for team meetings. 

  • Compensation and Benefits:
  • Annual salary. Range starts at $75k
  • Bonus potential based on agency performance 
  • Employer pays 100% of employee health and dental insurance 
  • Generous PTO 
  • 9 full and 3 partial day paid holidays plus day off on your birthday 
  • Company events and outings 
  • Paid volunteer day  
  • Retirement with up to 4% company match 
  • Parental leave 
  • Disability and Life Insurance  


  • Responsibilities of the Commercial Insurance Account Manager:
  • Serves and grows the book of assigned clients by providing extraordinary service, educating the client, identifying revenue growth opportunities and generating referrals.   
  • Manage client renewals and handle ongoing servicing requests. 
  • Seek opportunities to round out existing accounts to fill any voids in the customers insurance portfolio. 
  • Maintain product knowledge to provide a high level of service for a variety of clients. 
  • Utilize EZLynx management system as the primary source of maintaining client information and policy management. 
  • Support team members and perform other duties and projects as assigned. 
  • KMA Human Resources Consulting has been engaged to manage this search. 
    NO PHONE CALLS OR RECRUITERS PLEASE 
     
    Lotfey Dennett is an independent, high-tech insurance agency that strives to provide a true concierge client experience. Privately owned and client focused, Lotfey Dennett represents a wide variety of insurance companies to ensure that coverage options and price points will meet client needs, and then works to review needs and update coverages as client needs change. 

    Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, ancestry, familial status, age, physical or mental disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other characteristic protected by law.  

    Required profile

    Experience

    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Technical Acumen
    • Microsoft Office
    • Teamwork
    • Communication
    • Problem Solving

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