Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, ensuring client retention and supporting new business. This role coordinates administrative and customer service activities, resolves complex issues, and maintains accurate system data.

Responsibilities

• 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, conducting client research and preparing submissions.
• Monitor accounts receivable reports and collect outstanding balances.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor and maintain activity/suspense to ensure timely completion.
• Communicate transparently with the account team regarding workload status and issues.
• Deliver excellent service, proactively anticipating needs and responding quickly.

Requirements

• Thorough knowledge of insurance brokerage and client needs
• 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

Skills

* Required skills

Benefits

Certifications