Commercial Insurance Account Manager

Job Summary

Seeking a detail-oriented, results-driven Commercial Insurance Account Manager to manage and coordinate commercial insurance accounts while fostering strong client relationships. This position focuses on delivering superior service and tailored insurance solutions to meet the needs of clients.

Responsibilities

• Act as the primary contact for assigned commercial insurance accounts, ensuring consistent client satisfaction.
• Assess client business needs, present policy options, and recommend appropriate insurance solutions.
• Handle daily account operations, including policy changes, renewals, and claims management.
• Identify potential risks for clients and provide strategic recommendations for coverage.
• Partner with insurance carriers to negotiate terms and resolve underwriting concerns.
• Maintain precise and up-to-date records of all client interactions in the CRM system.
• Review insurance policies to ensure coverage aligns with client requirements and expectations.
• Build and strengthen relationships with clients, carriers, and internal teams.
• Stay informed on industry trends, regulatory developments, and compliance standards to optimize offerings for clients.

Qualifications/Requirements

• Proven experience as an Account Manager, ideally in the commercial insurance sector.
• Thorough understanding of commercial insurance practices, policies, and coverage options.
• Excellent interpersonal and communication skills, with the ability to develop and maintain strong client relationships.
• High level of organizational and time-management skills.
• Proficiency with CRM platforms and Microsoft Office tools (Word, Excel, PowerPoint, Outlook).
• Acumen for analyzing client needs and crafting tailored insurance solutions.
• Strong negotiation and problem-solving abilities.
• Detail-oriented and proactive, with a focus on accuracy and client satisfaction.
• Holds an active P&C (Property and Casualty) insurance license.
• Passionate about continuous skill development and industry knowledge.

Benefits

• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

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-CH2

Private Client Account Executive
Schedule: Hybrid - 3days in 2 days from home 
Salary: 100k-135k depending on overall qualifications 

Job Summary

Seeking an experienced and detail-oriented Premier Private Client Account Executive to join a growing team. This Hybrid position works closely with the agency principal and is responsible for quoting and binding new business, conducting renewal reviews to support client retention, and delivering exceptional service in a fast-paced environment. The ideal candidate will have a deep understanding of the unique needs of high-net-worth clientele and possess strong policy and product knowledge across high-net-worth carrier partners.

Compensation Package

• Competitive salary based on experience
• Company-paid Health, Dental, Vision & Life Insurance
• Quarterly & Annual Agency Growth Bonuses
• Company-paid AAA membership
• Optional in-house gym membership

Responsibilities

• Manage and service, with support, an assigned high-net-worth book of business for accounts over $50K in premium.
• Prepare new business and renewal submissions, including marketing, rating, proposal presentations, applications, and binder processes through policy issuance.
• Create applications, supplemental forms, binders, coverage summaries, Broker of Record forms, certificates, Evidence of Property, and Auto ID cards.
• Prepare and conduct high-level client renewal reviews.
• Stay current on industry trends, product developments, coverage updates, and emerging technologies.
• Meet agency-defined service and quality metrics.
• Ensure policy compliance and maintain confidentiality of company and client information.
• Assist with projects and other duties as assigned by management.
• Act as a team player by supporting colleagues and providing backup for other Account Managers as needed.

Qualifications/Requirements

• Experience:
  • 5+ years of high-net-worth personal lines experience with a minimum of 3 years working with accounts of $50K+ in total premium.
  • Experience and familiarity with leading high-net-worth carriers such as Chubb, AIG, PURE, Cincinnati, and Berkley One, as well as working with wholesale brokers on hard-to-place Excess & Surplus Lines business.
• Licensing:
  • Active Property & Casualty Insurance License in good standing.
• Skills:
  • Strong problem-solving abilities with the capacity to make independent decisions and develop solutions that support outstanding client experience and team objectives.
  • Effective listening and communication skills to identify needs, troubleshoot issues, and provide professional insurance guidance.
  • Exceptional verbal, written, and presentation skills.
  • Excellent organizational, planning, problem-solving, and multitasking abilities.
  • Proficiency in agency management systems, carrier portals, MS Office applications (Word, Excel, Outlook & Teams), and other essential technologies such as Scribe.
  • Ability to adapt to shifting priorities, be resourceful, and embrace change.
  • Strong people skills and the ability to build and maintain client relationships.
  • Commitment to continuous process improvement and team development.
• Additional Attributes:
  • Highly self-motivated with a strong work ethic and resilience to work through challenges.
  • Flexibility to take on additional responsibilities and projects as needed.

#LI-TM1

Commercial Lines Producer

Job Summary

Seeking experienced and driven Commercial Lines Producers to join a team in a fully remote capacity. This role is ideal for professionals with a proven track record of generating new business and producing at least $100,000 in annual revenue. If you excel in building client relationships, managing the sales cycle independently, and driving business growth, we encourage you to apply.

Compensation Package

• Base Salary: $100,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and execute strategies to generate new business in commercial lines insurance.
• Build and maintain strong relationships with clients and business partners.
• Independently manage the entire sales cycle, from prospecting to closing deals.
• Consistently achieve or exceed annual revenue targets of $100,000 or more.
• Provide exceptional customer service and maintain a high level of client satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.

Qualifications/Requirements

• Proven experience as a Commercial Lines Producer with a history of generating $100,000+ in annual revenue.
• Strong skills in new-business development, prospecting, and relationship management.
• Established network of client and business-development relationships.
• Ability to work independently and manage the sales process effectively.
• Excellent communication and interpersonal skills.
• Comfortable working in a remote environment with minimal supervision.

#LI-DH1

Commercial Lines Producer

Job Summary

Seeking experienced and driven Commercial Lines Producers to join a team in a fully remote capacity. This role is ideal for professionals with a proven track record of generating new business and producing at least $100,000 in annual revenue. If you excel in building client relationships, managing the sales cycle independently, and driving business growth, we encourage you to apply.

Compensation Package

• Base Salary: $100,000+
• Work Arrangement: Fully remote

Responsibilities

• Develop and execute strategies to generate new business in commercial lines insurance.
• Build and maintain strong relationships with clients and business partners.
• Independently manage the entire sales cycle, from prospecting to closing deals.
• Consistently achieve or exceed annual revenue targets of $100,000 or more.
• Provide exceptional customer service and maintain a high level of client satisfaction.
• Collaborate with internal teams to ensure seamless service delivery.

Qualifications/Requirements

• Proven experience as a Commercial Lines Producer with a history of generating $100,000+ in annual revenue.
• Strong skills in new-business development, prospecting, and relationship management.
• Established network of client and business-development relationships.
• Ability to work independently and manage the sales process effectively.
• Excellent communication and interpersonal skills.
• Comfortable working in a remote environment with minimal supervision.

#LI-DH1

Controller

A well-established and growing independent insurance agency is seeking an experienced Controller to lead its accounting and financial operations. This is a hands-on leadership role with significant responsibility for financial reporting, commission revenue management, budgeting and forecasting, cash flow, and strategic financial support. The ideal candidate will have a strong accounting foundation, experience managing commission-based revenue, and the ability to partner closely with executive leadership in a high-volume, transaction-driven environment.

Key Responsibilities

Financial Strategy & Leadership

• Partner with executive leadership on financial strategy, profitability, and growth initiatives.
• Support strategic initiatives including organic growth, acquisitions, and new revenue opportunities.
• Provide financial insight and analysis to support business decisions.

Commission Revenue Management

• Oversee commission accounting for both agency bill and direct bill revenue.
• Reconcile carrier statements and internal records to ensure accuracy and completeness.
• Track and forecast contingent income.
• Oversee producer compensation and commission structures.
• Identify and improve processes related to billing and commission accuracy.

Financial Reporting & Analysis

• Oversee monthly, quarterly, and annual financial reporting.
• Analyze revenue and profitability across business lines, producers, and programs.
• Provide financial analysis, forecasts, and recommendations to senior leadership.

Accounting Operations & Controls

• Oversee general ledger, accounts receivable/payable, reconciliations, and payroll.
• Ensure compliance with GAAP and applicable regulatory requirements.
• Maintain and strengthen internal controls and accounting processes.
• Coordinate the annual external financial audit.

Budgeting, Forecasting & Cash Management

• Lead annual budgeting and ongoing forecasting with a focus on commission-based revenue variability.
• Monitor performance against budget and provide variance analysis.
• Manage cash flow, liquidity, banking relationships, and related financial risk.

Team Leadership

• Lead, develop, and mentor the accounting team.
• Establish clear roles, responsibilities, and performance expectations.
• Promote accountability, collaboration, and continuous process improvement.

Business & Operational Support

• Partner with department leaders to evaluate the financial impact of business initiatives.
• Support pricing, compensation, and profitability analysis.
• Identify opportunities to improve efficiency and automate financial processes.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field required.
• Experience with insurance agency accounting and commission revenue strongly preferred.
• CPA highly preferred.
• 10+ years of progressive accounting and finance experience.
• Strong knowledge of financial reporting, accounting principles, and financial management.
• Experience with budgeting, forecasting, financial analysis, and strategic planning.
• Proven leadership experience with the ability to manage and develop a team.

Compensation & Benefits

• $200,000–$250,000 base salary
• 10% year-end bonus
• Medical, dental, vision, and life insurance
• Employer-sponsored HSA
• 401(k) with employer match
• PTO and paid holidays
• Casual, collaborative office environment

Schedule

Hybrid – 2–3 days per week in the office

Mondays are required in-office; the remaining hybrid schedule is flexible.

#LI-ET1

Commercial Lines Account Manager

Job Summary

Seeking experienced and dedicated Commercial Lines Account Managers to join a growing team. The ideal candidate will have a strong background in handling complex middle-market accounts, particularly those with significant construction and property exposure. This is a hybrid position, offering a balance of remote work and occasional in-office collaboration.

Compensation Package

• Base Salary: $90,000 - $120,000+ (negotiable based on experience and expertise)
• Benefits Include:
  • Comprehensive medical, dental, and vision coverage
  • Additional ancillary benefits
  • Company-issued laptop and monitor setup for hybrid employees

Responsibilities

• Manage and service assigned commercial accounts, including mid-sized to large accounts with premiums exceeding $200K annually.
• Handle quoting and remarketing for new and renewal business (approximately 80% renewal, 20% new business).
• Process certificates of insurance, endorsements, policy changes, invoicing, billing support, audits, and cancellations.
• Maintain carrier relationships and negotiate terms.
• Provide full-cycle account management support for producers and clients.
• Ensure timely and accurate delivery of ID cards, policy documentation, and other client needs.

Qualifications/Requirements

• Licenses/Designations:
  • Active Texas Property & Casualty License (required).
  • CISR, CIC, or other industry designations (preferred).
• Experience:
  • Minimum of 5+ years in Commercial Lines Account Management.
  • Proven ability to handle large, complex commercial accounts independently.
  • Strong carrier interaction experience.
  • Independent agency experience (preferred).
• Technical Skills:
  • Proficiency in Nexsure software (preferred).
• Soft Skills:
  • Excellent communication and client service skills.
  • Detail-oriented with strong organizational abilities.
  • Effective problem-solving and time management skills.
  • Ability to prioritize competing deadlines in a fast-paced environment.
  • Team-oriented mindset.

#LI-AK2

 Senior Commercial Lines Account Manager

Job Summary

Seeking a highly skilled and experienced Senior Commercial Lines Account Manager to join a dynamic team. This role is integral to our continued growth and success, offering an opportunity to work with a diverse portfolio of accounts in the construction and oil & gas industries. The ideal candidate will bring a strong background in commercial insurance, exceptional organizational skills, and a client-focused approach. This position offers a hybrid work environment following an initial training period.

Compensation Package

• Salary Range: $80,000 - $110,000 annually, commensurate with experience.

Responsibilities

• Manage a book of business with premiums ranging from $7MM to $8MM.
• Handle accounts with premiums between $150K and $1MM, primarily in the construction and oil & gas sectors.
• Oversee marketing efforts, client communications, and invoicing.
• Quote new and renewal business as needed.
• Collaborate with assistants who handle certificates, endorsements, and change requests.
• Ensure timely and accurate service delivery to clients.
• Maintain organized and detailed records of client interactions and account activities.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 5+ years in commercial insurance, with a focus on construction and oil & gas accounts.
• Technical Skills: Proficiency in Epic software is preferred, but training will be provided if necessary.
• Soft Skills: Strong organizational skills, attention to detail, and a driven, client-focused mindset.
• Work Schedule: Availability to work onsite during the training period (30-90 days) and transition to a hybrid schedule thereafter.

#LI-AM2

Renewal Marketing Coordinator

Job Summary

Seeking a highly motivated and detail-oriented Renewal Marketing Coordinator to join a growing team. This role is pivotal in managing the renewal process for our commercial accounts, with a focus on oil & gas, construction, and manufacturing industries. The ideal candidate will have strong carrier relationships, exceptional organizational skills, and a proven track record in marketing or account management.

Compensation Package

• Salary Range: $90,000 - $130,000 annually, based on experience.

Responsibilities

• Manage the renewal process for commercial accounts, including carrier negotiations and policy renewals.
• Collaborate with account managers to transition renewal responsibilities and ensure seamless client service.
• Handle accounts with a revenue size of $25,000 and above.
• Focus exclusively on renewals, with no new business quoting required.
• Maintain strong communication and relationships with carriers to secure optimal terms for clients.
• Utilize EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required; additional designations are a plus.
• Experience: Minimum of 5+ years in a marketing or account management role, preferably with exposure to construction, oil & gas, and manufacturing industries.
• Technical Skills: Proficiency in EPIC software is preferred.
• Soft Skills: Highly organized, detail-oriented, and driven with excellent communication abilities.
• Work Environment: Must be available for onsite training (30-90 days) and comfortable transitioning to a hybrid work schedule.

#LI-AM2

Personal Lines Producer

Job Summary

Seeking experienced and motivated Personal Lines Producers to join dynamic and growing team. The ideal candidate will have a strong background in Personal Lines insurance, a proven track record in sales and business development, and the ability to build and maintain a profitable book of business.

Compensation Package

• Base Salary: $70,000+

Responsibilities

• Develop and maintain a profitable book of Personal Lines insurance business
• Identify and pursue new business opportunities to drive growth
• Build and nurture strong relationships with clients to ensure long-term satisfaction and retention
• Manage the full sales cycle, from prospecting to closing deals
• Collaborate with internal teams to deliver exceptional service and support to clients

Qualifications/Requirements

• 3–5 years of experience in Personal Lines insurance (preferred)
• Background in either a captive or independent agency environment
• Proven ability to generate new business and meet sales targets
• Strong communication and relationship-building skills
• Self-motivated and comfortable working in a remote environment
• Demonstrated ability to manage time effectively and prioritize tasks

#LI-DH1