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 firm's 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.

$50,000 - $90,000 yearly

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.

• 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.

• 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: 50000-90000 Yearly Salary

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