Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial insurance business, ensuring account retention, supporting new business, and coordinating daily administrative and customer service activities. Serve new producers and provide temporary assistance to other account teams.

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, ensuring no errors or omissions in service
• Maintain technical competence and industry expertise in insurance
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals, conducting client research and preparing submissions
• Monitor accounts receivable reports and take action on delinquent accounts to collect outstanding balances
• 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 and issues

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

Nice to Have

• Professional designation (CIC or equivalent)

Skills

* Required skills

Benefits