COMMERCIAL LINES ACCOUNT MANAGER SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: July 25, 2024 - The Commercial Lines Account Manager possesses extensive experience in a commercial insurance environment, with proficiency in Applied TAM, EPIC, and AMS360 agency management systems, ensuring seamless operations and client interactions. This role involves excellent organizational and time management skills, coupled with strong written and verbal communication abilities to effectively liaise with colleagues and clients. The manager is also equipped with a Property and Casualty Agent License (2-20) and an active DOI P&C License, alongside advanced PC skills including Microsoft Word, Excel, Outlook, and PowerPoint.

Essential Hard and Soft Skills for a Standout Commercial Lines Account Manager Resume
  • Insurance Policy Management
  • Risk Assessment
  • Claims Processing
  • Regulatory Compliance
  • Underwriting Knowledge
  • Contract Analysis
  • Policy Quoting
  • Premium Calculation
  • Client Account Management
  • Data Analysis
  • Communication
  • Problem-solving
  • Customer Service
  • Negotiation
  • Attention to Detail
  • Time Management
  • Organizational Skills
  • Team Collaboration
  • Adaptability
  • Conflict Resolution

Summary of Commercial Lines Account Manager Knowledge and Qualifications on Resume

1. BA in Risk Management and Insurance with 3 years of Experience

  • Experience managing accounts in Commercial Property and Casualty
  • Experience with managing commercial small to mid-sized accounts
  • Working experience with EPIC or TAM, broker management system
  • Proficient in MS Office - Word, Excel, and Outlook
  • Strong organizational, time, and client management skills
  • Effective communication skills - verbal, written, and presentation skills
  • Strong team player and ability to work independently
  • Proactive and customer-focused approach
  • Strong knowledge of commercial insurance industry trends
  • Must have RIBO (Licensed Registered Insurance Brokers of Ontario)
  • CIP, CAIB, or CRM Designation or in progress

2. BA in Business Administration with 5 years of Experience

  • Experience in Commercial Property and Casualty Insurance Agency 
  • A comprehensive understanding of all Property and Casualty insurance coverages, underwriting and rating concepts.
  • Working knowledge of Sagitta/ImageRight 
  • Ability to carry out complex tasks with many concrete and abstract variables.
  • Must be comfortable with internet-based programs as well as advanced knowledge of Microsoft Office products. 
  • The ability to work in a team environment.
  • Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.
  • The ability to maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. 
  • Must hold state Property and Casualty insurance license.
  • Hold an industry designation such as ARM, CIC, or CPCU or are expected to further industry knowledge through courses with the intent to pursue an industry designation.

3. BA in Finance with 4 years of Experience

  • Experience working in a commercial insurance environment
  • Experience with Applied TAM and/or EPIC agency management systems
  • Confident, friendly, and outgoing personality who can thrive as an individual and as part of a team
  • Excellent organization and time management capabilities
  • Ability to effectively communicate with colleagues and clients, both written and verbal
  • Excellent PC skills including Microsoft Word, Excel, Outlook, and PowerPoint
  • Knowledge of AMS360 system or similar agency management system.
  • Good listening skills, attention to detail, and a positive attitude 
  • Must have Property and Casualty Agent License (2-20) 
  • Have an Active DOI P&C License 
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