Commercial P&C Account Manager

Description

Experience GuideStone!

We are an innovative organization that invests in the spiritual, relational, financial, physical and professional development of our employees. We have a culture that values excellence, teamwork, humility, integrity, compassion and stewardship.

 

What We Offer You!

We offer employees a generous benefits package, flexible work schedules, the opportunity to be involved in community outreach and tuition reimbursement.

 

 

Job Summary

The Commercial P&C Account Manager serves as the primary service delivery professional responsible for policy implementation, ongoing account stewardship, and client retention within an assigned portfolio of commercial insurance accounts. This role ensures exceptional service delivery and supports the agency’s sales and marketing efforts. This role assumes full account ownership from Producers at the binding stage and focuses on operational excellence, client satisfaction, and profitable account growth through superior service delivery.

 

What You'll Do

 

Account Implementation & Policy Management

• Facilitate the handoff of new business from the Producer to the account management team and assume account ownership immediately following binding, conducting comprehensive account setup and client onboarding

• Review all bound policies for accuracy, coverage adequacy, and proper endorsements before delivery to client

• Submit new business bind order(s) to the Carrier, including collecting and providing any required binding documents or conditions

• Generate and distribute certificates of insurance, process mid-term changes, and manage the renewals or cancellations process accordingly

• Support new business producers during the quoting and pre-bind process as needed

 

Client Relationship Management & Service Excellence

• Serve as the primary point of contact for assigned client portfolio

• Conduct annual client meetings to assess coverage needs, identify risks, and recommend solutions

• Develop and maintain a high retention rate through exceptional service delivery and relationship management with clients, insurance carriers, and internal stakeholders and teams through collaboration

• Assist clients with ongoing service needs, including billing inquiries, payroll audits, coverage questions, and proof of coverage requests

• Provide technical support and guidance to clients regarding claim filing

 

Renewal Management & Account Growth

• Ensure efficient handling of all broker-managed commercial policy renewals to maintain client satisfaction, retention, and compliance with underwriting guidelines

• Manage the renewal process by requesting and tracking carrier quotes, evaluating terms and coverage options, and preparing proposals for broker presentations

• Identify opportunities for upselling or cross-selling additional coverages during the renewal process

• Collaborate with other GuideStone products to introduce any new business cross-selling opportunities

• Effectively manage difficult client communications including loss of coverage, claim denials, unfavorable underwriting and other challenging renewal scenarios.

 

What You'll Need

• Bachelor’s degree and/or minimum 2 years of related commercial experience

• Active Property & Casualty (P&C) License required

• Working knowledge of available commercial lines coverages based on business and industry

• Extensive knowledge of commercial insurance industry, including the legal and compliance requirement for such coverage

• Proficiency in Microsoft Office Suite; experience with Applied Epic or similar AMS preferred; CRM platform proficiency (Dynamics) for client communication and activity tracking

• Excellent organizational skills, with ability to prioritize tasks and manage multiple projects with adherence to deadlines

• Strong analytical and problem-solving capabilities

• Excellent written and verbal communication skills for client, internal leadership, and carrier interactions

• Detail-oriented approach with commitment to accuracy and quality control

• Client service mindset with focus on building long-term relationships

• Collaborative team player who is proactive in seeking out responsibility and supporting those around them

• Demonstrate willingness to mentor and provide formal guidance to junior team members

• Adaptability and resilience in a dynamic work environment

• Professional judgment and discretion in client and market interactions

• Limited travel required for client meetings, risk assessments, and industry events (5-10%)