Commercial Insurance Account Manager
Job Description
Job Description
Benefits:
- WFH options
- License reimbursement
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Were seeking a Commercial Insurance Account Manager to support and retain a book of small to mid-sized commercial clients in a small agency environment. This role is ideal for someone who is resourceful, detail-oriented, and comfortable wearing multiple hats - supporting producers, managing carrier relationships, and delivering personalized, high-touch service. Key Responsibilities:
- Serve as the primary point of contact for commercial clients, handling coverage questions, policy changes, billing, and certificates of insurance
- Manage the full renewal process, including gathering information, marketing accounts, and presenting options
- Process endorsements, cancellations, reinstatements, audits, and other policy transactions
- Issue certificates of insurance accurately and in a timely manner
- Partner with producers and underwriters to negotiate terms and secure competitive coverage
- Maintain strong carrier relationships and ensure accurate, compliant submissions
- Assist clients through the claims process, providing guidance and follow-up
- Support general agency operations as needed, including admin tasks and process improvements
- Prior commercial insurance experience
- Active Property & Casualty license (must be willing to obtain)
- Knowledge of commercial lines insurance products
- Experience with agency management systems
- Background in a small or independent agency preferred
- Strong organizational and multitasking abilities
- Independent, proactive work style
- Customer-focused communication with a personalized approach
- High attention to detail and problem-solving mindset
- Team-oriented with a willingness to support where needed
- Integrity: Always do the right thing, even when no one is looking
- Never Stop Learning: Continuously grow your knowledge to better serve clients
- Strive to Be the Best: Were competitive and drivenbecause winning matters
- Understand First, Then Advise: We listen first so we can provide the right solutions
- Respect Each Other: A strong team starts with how we treat one another
- Exhibit Professionalism: We lead with professionalism to build trust and reduce friction
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