Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a team. In this role, you will act as the primary point of contact for clients, managing their commercial insurance accounts with exceptional accuracy, efficiency, and professionalism. You will support clients by maintaining relationships, addressing insurance needs, and ensuring their satisfaction. If you have a passion for client-centered service and enjoy working in a team-oriented environment, we encourage you to apply.

Responsibilities

• Develop and maintain strong, positive relationships with clients by providing timely, accurate, and excellent customer service.
• Manage client accounts, including policy renewals, changes, and claims processing.
• Review insurance policies to ensure coverage aligns with client requirements and identify opportunities for upgrades or additional coverage.
• Serve as the primary point of contact for clients, answering inquiries, providing policy guidance, and addressing issues promptly.
• Collaborate with insurance carriers to negotiate competitive terms and resolve any policy discrepancies.
• Assist in developing tailored insurance solutions that meet the unique needs of clients.
• Maintain detailed and organized client records in compliance with company and regulatory standards.
• Partner with the sales team to identify opportunities to cross-sell or expand coverage options.
• Keep up to date on industry trends, policy changes, and relevant regulations.
• Contribute to a positive team environment by sharing knowledge and fostering collaboration.

Qualifications/Requirements

• Proven experience as an Account Manager in the insurance industry, particularly in Commercial Lines, is preferred.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong understanding of commercial insurance products, policies, and regulations.
• Exceptional interpersonal, verbal, and written communication skills.
• Strong organizational and time management skills, with the ability to manage multiple accounts and prioritization effectively.
• Demonstrated ability to assess client needs and recommend relevant solutions.
• Detail-oriented with exceptional problem-solving and analytical skills.
• Proficiency in insurance management software and MS Office Suite.
• Commitment to continuous education and professional development in the field.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Personal Insurance Account Executive

Job Summary

Seeking a motivated and customer-focused Personal Insurance Account Executive to join a growing team. The successful candidate will be responsible for managing and expanding relationships with individual clients by providing tailored insurance solutions and exceptional customer service. In this role, you will play a crucial part in ensuring client satisfaction, retention, and growth.

Responsibilities

• Serve as the primary point of contact for personal lines clients, addressing inquiries and concerns in a timely and professional manner.
• Assess clients’ insurance needs and provide personalized recommendations to meet their unique requirements.
• Explain policy features, terms, and coverage options clearly and transparently to clients.
• Proactively identify and pursue opportunities to cross-sell and upsell insurance products and services.
• Build and maintain long-term relationships with clients, ensuring a positive and consistent customer experience.
• Prepare and present tailored insurance quotes, reviewing and finalizing applications with accuracy and attention to detail.
• Collaborate with underwriters, carriers, and internal teams to address policy issues and ensure timely resolution.
• Stay up-to-date on industry trends, market conditions, and competitive products to provide informed advice to clients.
• Maintain detailed and accurate records of client communications and transactions in compliance with company policies.
• Contribute to team efforts and participate in ongoing training and development opportunities to enhance skills and performance.

Qualifications/Requirements

• Proven experience as an Account Executive, Insurance Agent, or similar role in the personal lines insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong communication and interpersonal skills with a customer-first mindset.
• Ability to explain complex insurance concepts in a clear and approachable manner.
• Demonstrated ability to build and maintain meaningful client relationships.
• Goal-oriented with a track record of meeting or exceeding performance targets.
• Excellent organizational skills and attention to detail, with the ability to prioritize and manage multiple tasks effectively.
• Proficiency with insurance management software and common office tools (e.g., Microsoft Office Suite).
• Bachelor’s degree in Business, Finance, Marketing, or a related field is preferred but not required.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Commercial Insurance Account Manager

Job Summary

Seeking an experienced and results-driven Commercial Insurance Account Manager to join a dynamic team. In this role, you will build and maintain strong client relationships, manage customer accounts, and drive revenue growth. You will act as the main liaison between the company and its commercial clients, ensuring their needs are met while aligning with the organization’s strategic objectives. This is an exciting opportunity for someone passionate about customer success, business development, and fostering long-term partnerships.

Responsibilities

• Build, nurture, and maintain strong relationships with commercial clients to ensure satisfaction and retention.
• Identify customer needs and successfully offer solutions using company products and services.
• Develop and execute account strategies to meet business objectives and revenue goals.
• Proactively identify growth opportunities by analyzing market trends and customer feedback.
• Act as the primary point of contact for assigned accounts, addressing client inquiries and resolving issues promptly.
• Collaborate with internal teams, including sales, marketing, and product development, to deliver outstanding customer experiences.
• Negotiate contracts and agreements with clients to maximize company profitability while maintaining strong client relationships.
• Consistently track and report account activity, progress toward goals, and market insights to senior management.
• Maintain an up-to-date understanding of key market developments, industry trends, and competitor activities.

Qualifications/Requirements

• Proven experience in account management, client relationship management, or related roles, preferably in a commercial business environment.
• Bachelor's degree in Business Administration, Marketing, or a related field (or equivalent experience).
• Exceptional interpersonal and communication skills, both verbal and written.
• Strong problem-solving and negotiation abilities with a client-focused attitude.
• Demonstrated ability to manage multiple accounts and priorities simultaneously.
• Experience with CRM software and a strong proficiency in Microsoft Office Suite.
• Analytical mindset with the ability to interpret financial, sales, and performance data.
• High level of self-motivation, organization, and attention to detail.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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Personal Lines Insurance Producer

Responsibilities include:

• Handling standard personal lines accounts 
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers
• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license
• Must have working knowledge of agency management software
• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment
• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties 

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Territory Manager

Job Summary

Seeking a highly motivated and experienced Territory Manager to join a growing Sales and Distribution team. The successful candidate will play a key role in developing and maintaining strong relationships with assigned agencies, driving sales growth, and expanding the market presence. If you have a background in property and casualty insurance sales or underwriting and are passionate about achieving results, we encourage you to apply.

Compensation Package

• Salary Range: $80,000 - $110,000 annually, plus performance-based bonus opportunities.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

As a Territory Manager, your primary responsibilities will include:

• Developing, establishing, and maintaining strong relationships with assigned agencies.
• Identifying agency needs and proactively resolving service issues.
• Promoting brand awareness and achieving sales goals.
• Planning, organizing, and conducting meaningful agency meetings.
• Developing and negotiating annual production goals with assigned agencies.
• Monitoring agency performance and preparing regular performance reports.
• Conducting market research to stay informed of industry trends and gain a competitive edge.
• Facilitating strategic business development and conducting internal/external pipeline meetings.
• Identifying and vetting new premium production opportunities and preparing business cases for agency appointments.
• Traveling up to 25% of the time, including overnight travel, as required.

Qualifications/Requirements

The ideal candidate will possess the following qualifications:

• A minimum of five years of experience in property and casualty insurance sales and distribution.
• Proven experience in developing and delivering presentations to clients.
• Advanced insurance designations are preferred and strongly encouraged.
• Strong interpersonal and communication skills, with the ability to motivate and train others effectively.
• Demonstrated ability to collaborate and interact at all organizational levels.
• Foundational underwriting knowledge of commercial insurance.
• A bachelor's degree in marketing, business, or a related field is preferred.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Territory Manager

Job Summary

Seeking a highly motivated and experienced Territory Manager to join a Sales and Distribution team. The ideal candidate will be responsible for developing and maintaining strong relationships with assigned agencies, driving sales growth, and expanding market presence. This role is an excellent opportunity for a results-driven professional with a background in property and casualty insurance sales and distribution.

Compensation Package

• Salary Range: $85,000 - $120,000 annually, plus bonus opportunities.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Develop, establish, and maintain strong relationships with assigned agencies.
• Identify agency needs and proactively resolve service issues.
• Promote brand awareness and achieve sales goals within the assigned territory.
• Plan, organize, and conduct meaningful agency meetings.
• Develop and negotiate annual production goals with assigned agencies.
• Monitor agency performance and prepare regular performance reports.
• Conduct market research to identify industry trends and gain a competitive edge.
• Facilitate strategic business development and conduct internal/external pipeline meetings.
• Identify and evaluate new premium production opportunities and prepare business cases for agency appointments.
• Travel within the assigned territory, including up to 25% overnight travel.

Qualifications/Requirements

• Minimum of 5 years of experience in property and casualty insurance sales and distribution.
• Proven ability to develop and deliver impactful presentations to clients.
• Advanced insurance designations are preferred and strongly encouraged.
• Strong interpersonal and communication skills, with the ability to motivate and train others effectively.
• Demonstrated ability to collaborate and interact at all organizational levels.
• Foundational underwriting knowledge of commercial insurance.
• Bachelor’s degree in marketing, business, or a related field is preferred.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

#LI-RG1

Territory Manager

Job Summary

Seeking a highly motivated and experienced Territory Manager to join a growing Sales and Distribution team. The ideal candidate will play a pivotal role in developing and maintaining strong relationships with assigned agencies, driving sales growth, and expanding the market presence.

Compensation Package

• Salary Range: $90,000 - $125,000 annually, plus performance-based bonus.
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

As a Territory Manager, your key responsibilities will include:

• Developing, establishing, and maintaining strong relationships with assigned agencies.
• Identifying agency needs and proactively resolving service issues.
• Promoting brand awareness and achieving sales goals within the assigned territory.
• Planning, organizing, and conducting meaningful agency meetings.
• Developing and negotiating annual production goals for assigned agencies.
• Monitoring agency performance and preparing regular reports to communicate results.
• Conducting market research to identify industry trends and gain a competitive edge.
• Facilitating strategic business development and conducting internal/external pipeline meetings.
• Identifying and vetting additional sources of premium production and preparing business cases for agency appointments.
• Traveling within the assigned territory, including overnight travel up to 25%.

Qualifications/Requirements

The ideal candidate will possess the following qualifications:

• A minimum of five years of experience in property and casualty insurance sales and distribution.
• Proven experience in developing and delivering presentations to clients.
• Advanced insurance designations (preferred and strongly encouraged).
• Strong interpersonal and communication skills, with the ability to motivate and train others effectively.
• Ability to collaborate and interact effectively at all organizational levels.
• Foundational underwriting knowledge of commercial insurance.
• A bachelor's degree in marketing, business, or a related field (preferred).

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion. 

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Commercial Insurance Producer

Job Summary

Seeking a dynamic and results-driven Commercial Insurance Producer to join a growing team. This role is ideal for a high-energy individual with a proven track record in commercial sales, cold calling, networking, and building strong relationships with centers of influence. The successful candidate will have the opportunity to work in a supportive and growth-oriented environment with a hybrid work schedule.

Compensation Package

• Base Salary: $45,000 - $65,000
• Commission: Competitive commission structure
• Benefits:
  • Comprehensive benefits package
  • Paid continuing education opportunities
  • Opportunities for professional growth
  • Positive and collaborative company culture

Responsibilities

• Drive commercial insurance sales through proactive prospecting, cold calling, and networking.
• Build and maintain strong relationships with clients and centers of influence.
• Develop and execute strategies to meet and exceed sales targets.
• Work with a variety of industries, with a focus on white-collar sectors such as technology and engineering.
• Manage accounts with premium sizes ranging from $0-$20K and $20K-$100K.
• Utilize Epic software to manage client information and sales activities.
• Represent the company professionally and uphold its values in all interactions.

Qualifications/Requirements

• Minimum of 3 years of experience in commercial insurance sales.
• Proven ability to generate leads and close sales in a competitive market.
• Experience working in retail insurance agencies or direct writers/captives (e.g., Nationwide, State Farm, Allstate) is preferred.
• Strong communication, negotiation, and interpersonal skills.
• Self-motivated, goal-oriented, and able to thrive in a fast-paced environment.
• Familiarity with Epic software is a plus.
• Willingness to travel as required.

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