Commercial Insurance Account Manager

The Commercial Insurance Account Manager at Lotfey Dennett is responsible for managing client renewals, servicing requests, and identifying growth opportunities within existing accounts. You'll provide exceptional service, educate clients on their insurance options, and utilize technology like the EZLynx Management System to maintain client information and support your team's efforts.

To qualify for the Commercial Insurance Account Manager role at Lotfey Dennett, candidates should hold an active P&C license and have at least 5 years of experience in commercial lines account management. Strong communication skills, proficiency in Microsoft Office Suite, and familiarity with EZLynx Management System are essential for success in this position.

As a Commercial Insurance Account Manager with Lotfey Dennett, you will enjoy an annual salary between $80-90K, bonus potential, and 100% employer-paid health and dental insurance. In addition, you will receive generous paid time off, paid volunteer days, and a retirement plan with company matching, all while working in a convenient location in Portland.

Lotfey Dennett supports its Commercial Insurance Account Managers by fostering a collaborative team environment, providing resources for professional development, and maintaining a focus on using technology to boost efficiency. This commitment ensures our team members can deliver the best possible service to clients.

Lotfey Dennett offers a flexible work-from-home option for Commercial Insurance Account Managers on Fridays. This allows you to balance your professional responsibilities with personal commitments while enjoying the collaborative in-office environment from Monday to Thursday.

Be prepared to discuss specific roles where you've managed commercial accounts, highlighting your achievements, client interactions and how you've successfully navigated challenges.

Share your strategies for organization and time management, such as using task lists or software tools, and provide an example of a time when prioritizing effectively led to a positive outcome.

Discuss your approach to communication, regular check-ins, and how you customize your service to meet individual client needs, emphasizing the importance of understanding their businesses.

Highlight any experience you have with EZLynx or similar management systems, detailing how you’ve used technology to improve client management and service delivery.

Prepare to share a specific scenario where you identified a need for additional coverage and effectively communicated that to the client, resulting in a successful upsell.

Showcase your knowledge of Lotfey Dennett's unique selling points such as their focus on technology, client service philosophy, and the range of products they offer, demonstrating your enthusiasm for working there.

Explain your conflict resolution skills, providing an example of a challenging situation where you remained calm and found a solution that satisfied the client while also aligning with company policies.

Illustrate your knowledge of relevant insurance regulations that affect commercial lines, showing that you are informed and ready to ensure compliance in your role.

Discuss your methods for professional development, such as attending workshops, participating in industry associations, or keeping abreast of news, and how that knowledge improves your effectiveness.

Communicate your alignment with Lotfey Dennett's values and culture, noting specific aspects of the company that attract you, such as their emphasis on client service and technological innovation.