Commercial Insurance Account Manager
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AI Summary
The Account Manager serves as the primary point of contact for commercial clients, managing renewals, policy changes, and claims. They also partner with producers and underwriters to negotiate terms and ensure accurate, compliant submissions.
Benefits:
- WFH options
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Position Summary:
We’re seeking a Commercial Insurance Account Manager to support and retain a book of small to mid-sized commercial clients in a small agency environment. This role is ideal for someone who is resourceful, detail-oriented, and comfortable wearing multiple hats - supporting producers, managing carrier relationships, and delivering personalized, high-touch service.
We’re seeking a Commercial Insurance Account Manager to support and retain a book of small to mid-sized commercial clients in a small agency environment. This role is ideal for someone who is resourceful, detail-oriented, and comfortable wearing multiple hats - supporting producers, managing carrier relationships, and delivering personalized, high-touch service.
Key Responsibilities:
- Serve as the primary point of contact for commercial clients, handling coverage questions, policy changes, billing, and certificates of insurance
- Manage the full renewal process, including gathering information, marketing accounts, and presenting options
- Process endorsements, cancellations, reinstatements, audits, and other policy transactions
- Issue certificates of insurance accurately and in a timely manner
- Partner with producers and underwriters to negotiate terms and secure competitive coverage
- Maintain strong carrier relationships and ensure accurate, compliant submissions
- Assist clients through the claims process, providing guidance and follow-up
- Support general agency operations as needed, including admin tasks and process improvements
Qualifications:
- Prior commercial insurance experience
- Active Property & Casualty license (must be willing to obtain)
- Knowledge of commercial lines insurance products
- Experience with agency management systems
- Background in a small or independent agency preferred
Skills:
- Strong organizational and multitasking abilities
- Independent, proactive work style
- Customer-focused communication with a personalized approach
- High attention to detail and problem-solving mindset
- Team-oriented with a willingness to support where needed
We take pride in how we show up for our clients and for each other. Our team is guided by the following values:
- Integrity: Always do the right thing, even when no one is looking
- Never Stop Learning: Continuously grow your knowledge to better serve clients
- Strive to Be the Best: We’re competitive and driven—because winning matters
- Understand First, Then Advise: We listen first so we can provide the right solutions
- Respect Each Other: A strong team starts with how we treat one another
- Exhibit Professionalism: We lead with professionalism to build trust and reduce friction
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