As a Commercial Lines Account Manager at Bickle Insurance, you are a key client advocate and strategic advisor. You will manage complex accounts, ensure the highest level of service and retention, and play a vital role in the firms growth by identifying opportunities to deepen client relationships through tailored risk solutions. This role is both consultative and execution-focused, requiring deep technical knowledge and a commitment to delivering value beyond insurance.
Compensation:$50,000 - $90,000 yearly
Responsibilities:1. Strategic Client Relationship Management
- Serve as the primary relationship lead for assigned clients, developing a deep understanding of their operations, risk profile, and strategic goals.
- Conduct regular client reviews to anticipate future needs, assess coverage effectiveness, and ensure alignment with risk tolerance.
- Maintain proactive, professional communication that builds trust and long-term loyalty.
2. Insurance Consultation & Coverage Design
- Analyze client exposures and structure comprehensive insurance programs using both admitted and non-admitted markets.
- Prepare and present customized insurance proposals, stewardship reports, and coverage comparisons.
- Educate clients on policy language, coverage nuances, risk mitigation options, and carrier trends.
3. Renewal Management & Policy Servicing
- Lead the renewal process, including marketing, negotiation, and policy placement.
- Ensure all policy changes, endorsements, and renewals are executed accurately and in a timely manner.
- Partner with internal teams to ensure all documentation, billing, and compliance requirements are met.
4. Claims Advocacy
- Act as a client advocate during the claims process, providing strategic guidance and ensuring timely resolution.
- Collaborate with claims partners and carriers to communicate updates and remove friction for the client.
5. Growth & Cross-Sell Opportunity Development
- Identify and act on opportunities for coverage enhancements and additional lines of business across the Bickle Insurance portfolio (e.g., cyber, EPLI, umbrella).
- Partner with producers and specialists to pursue cross-sell and up-sell opportunities.
- Use internal tools and dashboards to track and achieve account growth targets.
Qualifications:- Experience: Minimum 10 years in a client-facing commercial lines role (agency or carrier-side).
- Licensing: Active P&C license required; multi-state licensing preferred.
Technical Skills:
- Expert knowledge of commercial lines products and underwriting.
- ACORD form proficiency and policy review experience.
- Comfortable with Salesforce (or similar CRM) and agency management systems.
Certifications: Advanced insurance designations (e.g., CIC, CPCU, ARM) preferred.
Interpersonal Skills:
- Excellent verbal and written communication.
- Ability to manage high-stakes conversations with composure and confidence.
- Strong analytical, organizational, and problem-solving skills.
- Self-starter with a commitment to continuous learning.
About Company- Work-Life Cohesion. Bickle Insurance is committed to a flexible work environment with an open PTO policy and relaxed office requirements
- We offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401(k), Life and Disability Insurance, and health benefits (for eligible employees)
- Skill development in an ever-changing industry. We are committed to growing the knowledge and power of all team members of Bickle Insurance
- We always work as a team and have active coaches to support and develop your role
Compensation details: 0 Yearly Salary
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