Commercial Insurance Account Manager

Commercial Insurance Account Manager

Our client is a well-established, independent insurance brokerage specializing in Commercial Property & Casualty insurance solutions for businesses across a variety of industries. With a collaborative, team-oriented culture and a reputation for delivering exceptional client service, the organization partners with multiple insurance carriers to provide customized risk management and insurance solutions rather than representing a single carrier. This growth-driven opportunity is ideal for a Commercial Lines Account Manager who enjoys building long-term client relationships while working in a professional, supportive environment with opportunities for career advancement into senior account management.

Responsibilities

• Manage and service an established commercial lines book of business consisting of approximately 300 client accounts.


• Build and maintain strong relationships with clients while responding promptly to coverage questions and service requests.


• Process policy renewals, endorsements, cancellations, and policy changes accurately and efficiently.


• Prepare and issue Certificates of Insurance (COIs) and other policy documentation.


• Market both new and renewal business to multiple insurance carriers to secure competitive coverage options.


• Prepare renewal proposals and review policy recommendations with clients.


• Communicate regularly with insurance carriers and underwriters to resolve coverage questions and negotiate solutions.


• Maintain accurate client records and documentation within the agency management system.


• Support producers with new business onboarding, account transitions, and retention efforts.


• Balance multiple priorities while meeting deadlines for renewals, endorsements, carrier requests, and client deliverables.


• Deliver a high level of customer service focused on long-term client retention and satisfaction.

Qualifications

• Minimum of 2 years of Commercial Lines Account Management experience.


• Experience managing a generalist commercial property and casualty book of business.


• Ability to independently handle renewals, endorsements, Certificates of Insurance (COIs), and day-to-day account servicing.


• Strong client relationship management and customer service skills.


• Experience working directly with insurance carriers and underwriters.


• Experience using an agency management system (AMS 360 experience preferred; similar systems such as Applied Epic are acceptable).


• Property & Casualty License preferred or willingness to obtain after hire.