Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, ensuring account retention and supporting new business. This role involves coordinating customer service activities, resolving complex issues, and maintaining data accuracy within agency systems.

Responsibilities

• Manage an assigned book of business, ensuring account retention and supporting new business
• Coordinate day-to-day administrative and customer service activities
• Resolve complex issues and ensure no errors or omissions in policy management
• Maintain technical competence and industry expertise in commercial lines insurance
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals, conducting client research and negotiating coverages
• Monitor accounts receivable reports and take action on delinquent accounts
• Maintain agency management systems and carrier/vendor platforms for data accuracy
• Monitor and maintain activity/suspense to ensure timely task completion
• Communicate transparently with the account team regarding workload status and issues

Requirements

• 3+ years of account management experience in insurance or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active Property & Casualty licensing
• Proficiency in MS Office (Outlook, Word, Excel)

Qualifications

• High School Diploma (or equivalent)
• 3+ years of account management experience, or 5+ years in the insurance industry

Nice to Have

• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits

Certifications