Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, focusing on retention and supporting new business. This role involves comprehensive customer service, policy administration, and maintaining accurate system records.

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, including client research 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
• Maintain frequent, transparent communication with the account team regarding workload status and issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests
• 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 insurance
• 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)

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