Join the Barnard Donegan Insurance team.
An environment that fosters growth.
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A company is only as good as the people behind it. We are always interested in meeting talented individuals who want to progress their careers and make a difference in our business.
We believe that successful people make successful businesses, which is why we make every effort to provide our employees with an environment in which they can excel. Our professionals are integral in defining our business—delivering results to our clients and driving our company to success. We make it our job to treat them well.
We recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family.
Customer Account Manager
We’re seeking a seasoned Commercial Lines Account Manager to join our team and leverage their skills in an environment that embraces growth and fosters career advancement.
As a leading independent agency, we serve a diverse client base and meet unique risk management needs across industries. This position presents an opportunity to step into a dynamic, rewarding, and client-focused role that requires a blend of professional service, technical expertise, and strategic collaboration with our dedicated Commercial Lines Producers.
We offer the flexibility of remote work for local candidates who demonstrate a consistent work ethic and employment stability.
Key responsibilities:
- Oversee and manage a comprehensive portfolio of commercial lines accounts.
- Collaborate with agency producers, providing support with customer service-related tasks.
- Act as the liaison between clients, producers, and insurance company representatives.
- Assist with marketing renewals and account rounding for current clients to boost client retention.
- Respond to inquiries, solve problems, and ensure client satisfaction through diligent follow-ups.
- Obtain accurate information and document it per agency standards, while also recommending appropriate coverages.
- Complete and submit applications and related documentation to relevant markets.
- Engage in marketing, quoting, and rating of new client business.
Requirements
- Property & Casualty Insurance License Required.
- Valid Property & Casualty Insurance License.
- Minimum 2 years of Independent Agency experience.
- Experience with commercial policies; bond experience is an added advantage.
- Proficiency in Microsoft Office Suite and agency management software, experience with Vertafore software is a plus.
- Excellent written and verbal communication skills.
- Experience with high-net-worth clients, and transportation or construction accounts is preferred.
- Spanish-speaking skills are a plus.
Benefits
Work from Home Potential
Salary Based on Experience
Generous Benefit Package
Employer Paid
- Health Insurance
- Dental Insurance – Dependents
- Vision Insurance – Dependents
- Long Term Disability
- Long Term Care
- Life Insurance
Other Benefits
- Paid Time Off
- Health Savings Account/Flexible Spending Account
- 401k with Employer Contribution
- Short Term Disability
- Weekends Off
- Growth Opportunities/Professional Development
Application
We are passionate about serving our clients, developing our team of professionals, and giving back to our communities. If you are a committed professional with a passion for delivering unparalleled service, we are interested in hearing from you.
Why Work At BDI?
Embark on an exciting professional journey with Barnard Donegan Insurance (BDI), where your career growth and fulfillment are at the forefront of our mission. As a leading broker in the Commercial Insurance and Risk Management industry, we provide unparalleled opportunities to broaden your skills, deepen your expertise, and accelerate your career.
Explore Multifaceted Clientele: At BDI, you’ll serve a diverse and rich portfolio of clients spanning across multiple sectors, including trucking and transportation, food and beverage manufacturing, hotels and motels, apartment owners, nonprofit ministries, churches and religious organizations, as well as small businesses and personal lines. This broad exposure not only sharpens your problem-solving abilities and adaptability, but also expands your professional network and opens doors to exciting career prospects.
Build Strong Teams: We believe that our success is deeply rooted in teamwork. By joining our team, you’ll enhance your ability to collaborate, delegate, and lead, fostering a supportive work environment. This hands-on experience with colleagues of different backgrounds and expertise will be instrumental in your professional growth and may even pave the way for leadership roles within the industry.
Technical Mastery: Representing multiple insurance carriers and catering to diverse niches gives you the opportunity to deepen your technical understanding of various insurance policies and products.
Chart Your Career Growth: Your ambition is our motivation. We provide a clear and manageable plan for career progression, coupled with continuous training and mentorship programs. By nurturing your talent and professional development, we ensure that your future at BDI is filled with endless possibilities for success and advancement.
Interested in Commercial Lines? The Commercial Insurance and Risk Management sector has shown remarkable resilience and promise, expanding by an impressive 10% over the past year. Join us in embracing this thriving industry, and harness the potential to shape your future in this exciting domain.
Your rewarding career journey awaits at BDI, a place where your skills and ambition are met with our commitment to your growth. Don’t miss out on the exceptional career opportunities tailored to your aspirations. Check out our career opportunities and apply today!
Get Started Today
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Company Benefits
Join our team and enjoy these benefits as you take your career to the next level.
- 401(k)
- Dental
- Vision
- Medical
- Paid Vacation
- Paid Holidays
Request an Insurance Quote
As an independent agency, we are here to help you find the right coverage.
Request a Consultation
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- Fill out the form, we’ll be in touch.
- Go over your options with an agent.
- Get the coverage you need.