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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing commercial accounts, providing exceptional client service, and maintaining compliance with insurance regulations. Proficient in risk management, proposal preparation, and utilizing technology to enhance client communication and service delivery.
Highest-signal resume keywords
Commercial Insurance ExperienceProperty And Casualty Insurance LicenseAgency Management Systems KnowledgeClient Relationship ManagementAdvanced Proficiency With MS Office
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Risk ManagementProposal PreparationClaims HandlingAccount ReviewInsurance Program AnalysisClient Needs AssessmentPolicy Endorsements MonitoringMathematical SkillsAttention To DetailCritical Thinking
Soft Skills
Verbal CommunicationWritten CommunicationProblem-SolvingAdaptabilityTeam Collaboration
Tools & Technologies
MS OfficeApplied EpicAgency Management Systems
Certifications & Qualifications
CISR EliteCICState Insurance License
Industry Keywords
Commercial AccountsClient ServiceInsurance CoverageClient ProposalsInsurance ChangesAlaska CoverageContinuing Education Compliance
About the role
Key responsibilities & impact- Maintain policies and service an assigned portion of mid-size to large commercial accounts with moderate complexity
- Manage day-to-day client service needs and build strong client relationships
- Market and service accounts according to platform objectives and procedures
- Support client advisors with account updates and coverage decisions
- Review client exposures and insurance programs and determine appropriate carriers based on coverage, protection, and cost
- Market, quote, and prepare client proposals from risk management and insurance perspectives
- Anticipate customer needs and respond to client issues and questions in a timely manner
- Handle initial claims reports and follow up on claim progress
- Monitor carrier activities, including policy endorsements and claims
- Complete account reviews
- Round out customers' insurance portfolios through additional commercial and personal lines solicitation where applicable
- Maintain customer records according to procedures
- Keep customers informed about pending insurance changes affecting coverage
- Provide timely, professional, and accurate communication to clients, teams, and carrier representatives
- Maintain confidentiality of client records and communications
- Seek client referrals and help generate new business
- Refer current and prospective clients to Benefits and Personal Insurance departments
- Coach and mentor junior commercial lines members and potentially lead team meetings and initiatives
- Comply with agency standards, policies, and procedures
Requirements
What you’ll need- Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation
- High level of understanding of accounting or strong math skills
- High degree of critical thinking and problem-solving ability
- Demonstrated attention to detail, producing outcomes with minimal errors
- Ability to adapt to changes in direction and priority in a fast-paced environment
- Advanced proficiency with a variety of technology, including MS Office
- Knowledge of Agency Management Systems; Applied Epic is a plus
- Ability to function independently and as part of a team
- Compliance with continuing education requirements for agent licensing and professional designations
- Must have worked with Alaska coverage
- Must stay informed regarding industry information, new production information, coverages, and technology
- Bachelor's degree and/or 5+ years commercial insurance experience or recognized equivalent is required
- Hold and maintain appropriate state Property and Casualty Insurance license
- Initiate, obtain, and maintain CISR Elite, CIC, or other advanced designations
Benefits
Comp & perks- Comprehensive medical insurance
- Dental insurance
- Vision insurance
- Life and disability insurance
- Fertility benefits
- Wellness resources
- Paid sick time
- Generous paid time off and holidays
- Employee Assistance Program (EAP)
- Complimentary Calm app subscription
- Immediate vesting in a 401(k) plan
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Commuter benefits
- Employee discount programs
- Paid maternity leave
- Paid paternity leave, including for adoptive parents
- Legal plan options
- Pet insurance coverage
- Professional growth and development opportunities through a collaborative workplace
