Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, ensuring account retention and supporting new business. This role involves coordinating customer service activities and resolving complex issues to prevent errors or omissions.

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 in service
• 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
• Monitor and maintain activity/suspense to ensure timely completion

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
• 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