Commercial Insurance Account Manager

About This Role

Manage an assigned book of commercial lines insurance business, ensuring account retention and supporting new business. This role involves coordinating customer service activities, resolving complex issues, and maintaining data accuracy within agency systems.

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 processes
• Maintain technical competence and industry expertise in insurance
• Handle customer service requests, policy administration, billing, claims, and coverage analysis
• Manage policy expirations and renewals, including client research, submission preparation, negotiation, and proposal presentation
• Monitor accounts receivable reports, take action on delinquent accounts, and collect outstanding balances
• Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness
• Monitor and maintain activity/suspense to ensure timely completion
• Maintain frequent, transparent communication with the account team regarding workload status and any issues
• Deliver excellent service, proactively anticipate needs, and respond quickly to service 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 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