Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, ensuring client retention and supporting new business. Coordinate daily administrative and customer service activities, resolving complex issues, and maintaining data accuracy.

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 for commercial accounts
• 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
• 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
• 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