Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, ensuring client retention and supporting new business. This role involves day-to-day administrative and customer service activities, coordinating with producers, and resolving complex issues.

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
• Maintain technical competence and industry expertise
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals
• Conduct client research, prepare submissions, negotiate coverages, and present proposals
• Monitor accounts receivable reports and take action on delinquent accounts
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy
• Maintain frequent, transparent communication with the account team
• Stay updated on company policies and procedures
• Seek and adopt best practices to improve individual and team performance

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
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communication, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

Qualifications

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

Skills

* Required skills

Benefits

Certifications