Commercial Lines Account Manager

Job Summary

Seeking a motivated, detail-oriented, and customer-focused Commercial Lines Account Manager to manage and service a portfolio of commercial insurance accounts. This role involves providing exemplary customer service, ensuring business insurance needs are met with expertise, and delivering tailored solutions. The ideal candidate excels in building strong relationships and demonstrating in-depth knowledge of commercial insurance products.

Responsibilities

• Manage, retain, and grow a portfolio of commercial insurance clients by fostering trust-based relationships.
• Serve as the primary point of contact for client inquiries, policy changes, claims support, and overall account management.
• Assess clients’ risk exposures and insurance needs to recommend suitable coverage options and ensure proper risk management solutions are implemented.
• Collaborate with insurance carriers to negotiate coverage terms, pricing, and policy renewals.
• Prepare and deliver insurance proposals, renewals, and presentations professionally and effectively.
• Evaluate and respond to client service issues promptly to ensure satisfaction.
• Stay current on industry trends, regulations, company products, and market conditions.
• Maintain accurate and detailed documentation of client communications, policy details, and service actions in the agency management system.
• Collaborate with Account Executives, Producers, and other team members to support cross-functional account management strategies.
• Identify opportunities to upsell and cross-sell additional insurance products to meet clients’ evolving needs.

Qualifications/Requirements

• 2-5 years of experience in commercial insurance account management or a similar role.
• Holds an active P&C (Property and Casualty) insurance license.
• Knowledge of commercial insurance lines, including coverage types such as liability, property, workers’ compensation, and others.
• Proven ability to deliver exceptional client service with a solutions-focused approach.
• Strong interpersonal and communication skills, with professional email and phone etiquette.
• Highly organized, with attention to detail and the ability to manage multiple accounts and deadlines.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook); experience with insurance agency management software is a plus.
• Problem-solving and negotiation skills with the ability to resolve conflicts.
• Team-oriented, adaptable to change, and committed to continuous learning.

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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Our client is seeking a P&C licensed, dedicated, and proactive Commercial Insurance Account Executive to join their team.

Client Service Associate

Job Summary

Seeking a proactive and detail-oriented Client Service Associate to join the team. This role acts as a primary point of contact for clients, providing exceptional service while assisting with various account-related activities. Responsible for building strong client relationships by ensuring needs are met with professionalism and efficiency. Ideal candidates excel in multi-tasking, problem-solving, and delivering high-quality service.

Responsibilities

• Provide high-quality support to clients via phone, email, and in-person interactions.
• Assist in managing client accounts, ensuring accurate entry and updates of client details in the system.
• Deliver timely resolutions to client inquiries and concerns, ensuring client satisfaction.
• Collaborate with the internal team to streamline workflows related to account management and service delivery.
• Prepare and review client reports, ensuring accuracy and timeliness.
• Identify opportunities to improve client services and propose innovative solutions.
• Support the onboarding process for new clients, ensuring a smooth and welcoming experience.
• Maintain a thorough understanding of products, services, and policies to better serve clients.
• Build and foster strong relationships with clients through effective communication and follow-ups.

Qualifications/Requirements

• Previous experience in client services, account management, or a similar role is preferred.
• Strong organizational and multitasking skills with high attention to detail.
• Excellent verbal and written communication skills, with the ability to communicate effectively across various audiences.
• Proficiency in using CRM software, Microsoft Office Suite (Word, Excel, PowerPoint), and other account management tools.
• Analytical and problem-solving skills with a client-first mindset.
• Ability to handle sensitive client information with confidentiality.
• A collaborative and positive attitude with a willingness to work in a team environment.
• Flexibility and adaptability in a fast-paced work environment.
• Holds an active P&C (Property and Casualty) insurance license, or willingness to obtain.

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

Established agency seeking to hire a commercial insurance account manager to join their commercial team. Ideal candidate will have a commercial lines background in the property & casualty industry.

Responsibilities:

The account manager is responsible for day-to-day account management for clients with complex coverage needs including coverage/policy questions, claims handling, and providing high customer service satisfaction. The ideal Commercial Insurance Account Manager candidate will possess a wide range of commercial lines account management skills, including but not limited to; customer service, administration and remarketing accounts.

Qualifications:

• Minimum 3-5 plus years of experience in Property & Casualty Insurance.
• Full Knowledge of insurance products and usages.
• Manage workflow of assigned book of business and delegate workflow.
• Strong Verbal and written communication skills.
• Must have excellent technical/analytical skills.
• Detail oriented.

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Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a team. This role is integral to the mission of providing exceptional insurance brokerage and risk management consulting services. The ideal candidate will bring a strong background in commercial insurance, a commitment to excellence, and a passion for delivering outstanding customer service. This is a hybrid position, requiring three days per week in the office.

Compensation Package

• Salary Range: $90,000 - $120,000 annually, commensurate with experience.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

As a Commercial Lines Account Manager, you will:

• Maintain accurate records within the agency management system and electronic files.
• Provide exceptional customer service to build and maintain positive client relationships.
• Communicate professionally and effectively with clients and insurance carrier representatives.
• Prepare and maintain client-facing presentation documents.
• Participate in and/or lead in-person and virtual client and carrier meetings.
• Review all renewal and new business policies for accuracy and request corrections as needed.
• Handle billing, premium financing, and non-payment processing and follow-up.
• Process policy change requests and audits, ensuring timely endorsement follow-up and billing.
• Oversee the issuance of new and renewal Certificates of Insurance and Automobile ID Cards.
• Utilize insurance carrier online systems efficiently.
• Market new and renewal business, including market selection, online rating, submissions, and coverage analysis.
• Assist clients with claims-related inquiries and direct them to the appropriate carrier for submitting claims.
• Delegate tasks to Account Analyst staff members and oversee the accuracy of their work.
• Assist in the development and training of Account Analyst staff.

Qualifications/Requirements

To be successful in this role, you should possess the following:

• Active Property & Casualty insurance license.
• A minimum of 5 years of experience in commercial insurance, with a solid understanding of various coverage types, policy structures, and industry-specific requirements.
• Bachelor's Degree in Business or a related field.
• Proficiency in Microsoft Office Suite.
• Knowledge of AMS360 Agency Management System is a plus.
• Excellent interpersonal and communication skills, both oral and written.
• A passion for teamwork and contributing to the company's success.
• Ability to establish and maintain effective working relationships with peers and clients.

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Commercial Lines Account Executive

Job Summary

Seeking a highly experienced and motivated Commercial Lines Account Executive to join a team. This role is pivotal in managing and growing a portfolio of middle-market and large commercial clients, with a strong focus on property and real estate accounts. The ideal candidate will bring advanced technical expertise, exceptional client relationship management skills, and a proven track record in complex property risk placement. This is a hybrid position, requiring three days in the office per week.

Compensation Package

• Salary Range: $200,000 - $250,000 annually, commensurate with experience.
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Lead the design, placement, and execution of complex property insurance and risk management programs for middle-market and large commercial clients.
• Serve as the senior client relationship manager, providing strategic consultation, coverage design, benchmarking, and risk mitigation guidance.
• Collaborate with producers, practice leaders, and carrier partners to develop innovative insurance solutions and maximize market leverage.
• Oversee renewal and new business strategies, including market selection, submission strategy, negotiation, and final program structure.
• Act as a senior technical resource and mentor for account management teams, ensuring high service standards and technical excellence.
• Provide executive-level claims advocacy, coverage consultation, and exposure analysis.
• Maintain deep expertise in property market trends, underwriting appetites, and emerging risks.
• Drive account expansion through cross-sell initiatives and consultative risk management strategies.

Qualifications/Requirements

• Minimum of 10+ years of progressive commercial insurance experience, with a strong emphasis on complex property risk placement.
• Proven success in managing large, sophisticated middle-market and national accounts.
• Advanced technical expertise in commercial property coverage, policy forms, catastrophe modeling, and risk analytics.
• Strong executive presence with the ability to advise C-suite and senior risk leaders effectively.
• Active Property & Casualty (P&C) license is required.
• Proficiency in AMS360 software is preferred.

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Agency Claims Consultant

Job Summary

Seeking a dedicated and experienced Agency Claims Consultant to join a team. This role involves working directly with clients, carriers, and claims adjusters to guide clients through the claims process and proactively manage their claims. The ideal candidate will act as an advocate for clients, assisting with reporting, investigating, monitoring, and resolving insurance claims. This position offers the opportunity to work on a variety of insurance claims and collaborate closely with the Director of Claims.

Compensation Package

• Salary Range: $50,000 to $100,000 annually, based on experience.
• Benefits: Comprehensive benefits package, including a 401(k) plan.
• Work Arrangement: Hybrid schedule with three days in the office.

Responsibilities

• Serve as the primary point of contact for clients, carriers, and claims adjusters.
• Guide clients through the claims process, ensuring a seamless and efficient experience.
• Act as an advocate for clients by reporting, investigating, monitoring, and resolving insurance claims.
• Manage a variety of insurance claims independently and under the direction of the Director of Claims.
• Maintain accurate and up-to-date records of claims in the agency management system.

Qualifications/Requirements

• Education and Licensing: Property & Casualty (P&C) license preferred.
• Experience: Minimum of 2 years of experience in a similar role.
• Technical Skills: Proficiency in AMS360 software is required; familiarity with Epic is a plus.
• Soft Skills: Strong communication, problem-solving, organizational, and interpersonal skills. Ability to work independently and collaboratively in a team environment.

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Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a team. This role is integral to the mission of delivering exceptional service and innovative solutions to clients. The successful candidate will manage a diverse portfolio of employee benefits accounts, including fully insured and self-insured medical plans, worksite products, group life, short-term disability, long-term disability, dental, and vision coverage. This is a hybrid position, requiring three days in the office per week.

Compensation Package

• Salary Range: $75,000 - $100,000 (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Design and review a full suite of employee benefits products, including medical, life, disability, dental, and vision plans.
• Provide guidance to clients on laws affecting employee benefits and human resources, including FMLA, ACA, and ERISA.
• Oversee and approve standard new business processes and policies.
• Facilitate client-facing activities, including open enrollment and presentations.
• Resolve client claims and billing issues, and request policy corrections as needed.
• Guide new clients through the implementation process and ensure a smooth handoff to the account management team.
• Maintain accurate records within the agency management system and electronic files.
• Build and maintain strong relationships with carrier representatives, general agents, and agency producers.
• Delegate tasks effectively and oversee the accuracy of delegated work.
• Identify and implement process improvements within the Employee Benefits department.
• Mentor and train junior staff within the department.
• Collaborate with senior-level management and demonstrate executive presence in all interactions.

Qualifications/Requirements

• Licenses/Designations: Life and Health (L&H) license required.
• Experience: Minimum of 3 years of experience in employee benefits, with expertise in fully insured and self-insured medical plans. Prior brokering experience is essential.
• Software Knowledge: Familiarity with BenefitPoint is a plus but not required.
• Soft Skills: Strong communication, organizational, and problem-solving skills. Ability to work collaboratively, mentor others, and maintain a client-focused approach.

#LI-MB6

Senior Workers Compensation Claims Adjuster

Job Summary

Seeking a highly skilled and experienced Senior Workers Compensation Claims Adjuster to join a team. This is a fully remote position, offering the opportunity to work from the comfort of your home while managing Workers Compensation claims for multiple clients. The ideal candidate will have a strong background in handling litigated files and a proven track record in Third-Party Administration (TPA).

Compensation Package

• Salary Range: $70,000 - $95,000 per year
• Employment Type: Permanent

Responsibilities

• Manage a caseload of approximately 110 claims, including 35 medical-only claims and 75 lost-time claims.
• Handle Montana Workers Compensation claims for multiple clients, ensuring timely and accurate processing.
• Manage litigated files, working closely with legal teams and other stakeholders to resolve disputes effectively.
• Maintain compliance with all applicable laws, regulations, and company policies.
• Provide exceptional customer service to clients and claimants, ensuring clear communication and resolution of issues.

Qualifications/Requirements

• Proven experience in handling Montana Workers Compensation claims is required.
• Strong background in managing litigated files.
• Previous experience working with a Third-Party Administrator (TPA) is essential.
• Excellent organizational and time-management skills to handle a high-volume caseload effectively.
• Strong communication and interpersonal skills to interact with clients, claimants, and legal teams.
• Ability to work independently in a remote environment while maintaining high productivity and accuracy.

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