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Commercial Insurance Account Manager

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Job Description - Commercial Insurance Account Manager



Embark on a career at Evarts Tremaine, where your dedication and drive extend beyond routine tasks and job responsibilities. Here, you’re not merely an employee; you’re a pivotal force, shaping outcomes for our clients, enriching our community, elevating our team, and redefining the industry. 


Our foundation rests on six core values: Integrity, Authenticity, Innovation, Knowledge, Teamwork, and, yes, FUN! Every policy, interaction, and decision we make echoes these principles, and as a member of our team, you’ll be at the forefront of the industry’s innovation and evolution.


The Role:



  • Serve as the crucial day-to-day contact for our Middle Market commercial clients 

  • Seamlessly perform account transactions, ranging from applications, quotes, and proposals to summaries, binders, and billing.

  • Not only respond to but anticipate client inquiries, ensuring correspondence meets our high standards.

  • Survey policy coverages and unearth opportunities for cross-selling and upselling.

  • Maintain comprehensive client files in our top-tier agency management system, ensuring all transactions, notes, and diaries are inputted and up-to-date.


Requirements:



  • Current Ohio Property & Casualty Insurance License

  • A college degree is desirable, as are certifications like CISR, AU, CIC, or CPCU

  • 3-5 years of hands-on experience in account management for commercial lines insurance

  • Proven expertise in binding, quoting, and issuing coverage online


The Perks:



  • Competitive salary with opportunities for growth and merit-based raises

  • Work/life balance with hybrid remote flexibility

  • 100% paid premiums for Medical, Life, and Long-Term Disability insurance

  • Optional Dental & Vision plans

  • 401(k) plan with employer match

  • Tuition reimbursement and access to industry designation bonus programs

  • Complimentary membership to an on-site fitness center

  • Enjoy safe, convenient, well-lit, and supervised parking 

  • Delicious, healthy lunches from HarvestOwl

  • Paid holidays and generous PTO

  • Volunteer opportunities to give back to the Cleveland community

  • A supportive, team-first culture driven by the Entrepreneurial Operating System (EOS)


Join us. Propel your career, embrace balanced living, and work alongside a passionate team at Evarts Tremaine.


Apply today and become part of our enduring legacy.



 




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