Commercial Insurance Account Manager

The Commercial Insurance Account Manager position at O’Neill Insurance provides professional, high-quality service to existing clients, while also assisting Producers in writing new accounts. The role will analyze insurance programs for clients and prospects and make recommendations to the Producer.  The Account Manager will build relationships with clients and work with Assistants to provide excellent service, using their knowledge and experience to ensure their assets are properly protected.

Why O'Neill Insurance?

O'Neill Insurance has a broad spectrum of insurance carrier partners. Additionally, through our membership in the Beyond Insurance Global Network and ISU Insurance Agency Network, we have access to like-minded insurance professionals focused on growth, profitability, and sharing of knowledge, expertise, and experiences. The proprietary Beyond Insurance Risk Management Process provides a unique opportunity to offer business clients a range of Risk Management and Insurance Services available only to an elite group of agencies across the nation.

O'Neill Insurance has a high client retention level of 95%. We have an award-winning culture (Best Place to Work Award in 2021) and an environment that rewards rock stars! We are also proud to be named a 2023 Best Practices Agency through the Big I and Reagan Consulting.

Benefits

• Competitive base salary
• 100% Paid Medical, Dental, Vision & Life Insurance Plan for Employees
• Paid Vacation, Holiday, Birthday, Sick Time & 30 Paid Volunteer Hours
• 100% Paid Continuing Education and Professional Development
• 401(K) Plan with Employer Contributions
• Hybrid Work Environment for this position

Responsibilities

• Build and maintain relationships with clients and insurance carriers
• Maintain day-to-day servicing of a specific book of business, including taking phone calls, meetings, and emails from clients, carriers, claims adjustors, etc.
• Understand insurance coverage forms and continue to grow in learning the differences between each carrier
• Inform clients about changes in their insurance program, and make recommendations for needed coverage
• Conduct coverage analysis for commercial prospects and clients, and gain a clear understanding of the scope of their business
• Consistently increase knowledge through research and trends in products, staying up-to-date on current topics in the insurance and risk management marketplace
• Value a team-servicing and team-selling environment with a strong, intentional culture built around our Core Values

Requirements

• 3-5 years of experience managing commercial accounts or with an insurance carrier
• Strong team mentality
• Ability to grasp new concepts/automation quickly   
• Excellent and professional written and verbal communication skills 
• Commercial underwriting knowledge
• Active Property and Casualty license for the State of Ohio, or ability to obtain within 60 days