Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business to ensure account retention and support new business development. Coordinate day-to-day administrative and customer service activities, resolving complex issues, and maintaining accuracy.

Responsibilities

• Maintain technical competence and industry expertise in commercial insurance
• Direct daily activities of the account management team
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals, conducting client research and preparing submissions
• Negotiate coverages and present proposals to clients
• Monitor accounts receivable reports and take action on delinquent accounts, collecting outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and issues
• Deliver excellent service, proactively anticipate client needs, and respond quickly to service requests

Requirements

• 3+ years of account management experience, or 5+ years in the insurance industry
• Thorough knowledge of insurance brokerage and client needs
• Active Property & Casualty licensing

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