Commercial Insurance Account Manager

About This Role

Manage a commercial insurance book of business, ensuring client retention and supporting new business activities. This role coordinates daily administrative and customer service tasks, resolves complex issues, and maintains data accuracy within agency systems.

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
• 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 of tasks
• Maintain frequent, transparent communication with the account team regarding workload status
• Deliver excellent service, proactively anticipate needs, and respond quickly to service requests

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