Commercial Insurance Account Manager

About This Role

The Commercial Insurance Account Manager will manage an assigned book of business, ensuring account retention and supporting new business. This role coordinates administrative and customer service activities, resolving complex issues for new producers during their initial 3-6 months.

Responsibilities

• Maintain technical competence and industry expertise in 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 negotiating coverages.
• Monitor accounts receivable reports and take action on delinquent accounts.
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy.
• Monitor and maintain activity/suspense to ensure timely completion.
• Communicate frequently and transparently with the account team regarding workload status and issues.
• Deliver excellent service, proactively anticipating needs and responding quickly to requests.
• Stay updated on company policies and procedures and seek best practices for continuous improvement.

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 license
• 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