Commercial Insurance Account Manager

About This Role

Manage a commercial lines book of business, ensuring account retention and supporting new business growth for clients primarily in General, Construction, and Transportation sectors. Coordinate day-to-day customer service activities, resolve complex issues, and maintain data accuracy.

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 accounts
• Maintain technical competence and industry expertise in commercial insurance
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals, including client research, submission preparation, and negotiation
• Monitor accounts receivable reports and collect outstanding balances
• Maintain agency management systems and carrier/vendor platforms for data accuracy
• Monitor and maintain activity/suspense to ensure timely completion of tasks
• Communicate transparently with the account team regarding workload status and issues

Requirements

• 3+ years of account management experience or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Required active property & casualty licensing
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• 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