Harrison Gray Search has partnered with one of the most well-known insurance agencies in West Michigan, which is looking for an experienced Commercial Lines (Middle Market) Account Manager.

Our Client:

For over 80 years, this company has been dedicated to offering top-notch service and insurance management so its clients can stay worry-free. With access to a diverse range of carriers, they expertly match clients with the best insurance options. Their growth is driven by a commitment to humility and integrity, and success is measured by its positive impact on families, businesses, and the community.

As a leading insurance provider, they specialize in finding innovative solutions for those who value personalized service and are passionate about helping others. Their success hinges on strong relationships and a solid reputation, as clients rely on them to protect their businesses and families.

Responsibilities and Duties:

• Address existing client needs, including billing, coverage questions, and policy cancellations.
• Ensure clients have the right insurance coverage by reviewing policies and endorsements for accuracy.
• Handle new business inquiries, educate potential clients, and issue quotes for new and renewal policies.
• Manage bond-related issues and provide initial contact for new claims, including sending loss reports to carriers.
• Enter, review, and follow up on marketing activities for new and renewal accounts.
• Communicate with clients and carriers efficiently and courteously via phone, fax, and email.
• Gather renewal information, evaluate underwriting issues, and collect data from insured clients.
• Build strong relationships with clients, carriers, and within the agency.
• Issue insurance certificates and create documents such as letters, proposals, and memos.
• Document all activities, conversations, and coverage issues electronically.
• Support other Account Managers as needed and manage mail distribution and responses.
• Adhere to company policies and procedures, including the code of conduct and attendance requirements.

Qualifications:

• College degree or 2-3 years of experience in an agency setting.
• Property and Casualty License required; CISR designation is a plus.
• Stay updated with industry trends, new products, coverage, and technology to meet continuing education requirements.
• Proficiency in computer skills, including word processing, spreadsheets, database management, email, and data entry.
• Ability to work effectively in a fast-paced environment with multiple interruptions.
• Strong multitasking and prioritization skills.
• Accurate with basic math, including decimals and fractions.
• Good problem-solving and organizational abilities.
• Excellent verbal and written communication skills.
• Ability to interact well with a diverse group of people.
• Capable of working independently with minimal supervision.
• Experience in Commercial Insurance, Commercial Lines, Account Management, Underwriting, Brokerage, or related fields is advantageous.

Location:

• This position is located in Greater Grand Rapids, Michigan. The company offers a hybrid work schedule (3 days at home, 2 days in the office)