Commercial Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Commercial Lines Account Manager to join a growing team. This role is integral to supporting the marketing, servicing, and underwriting processes of Commercial Lines accounts. The ideal candidate will be responsible for managing client relationships, ensuring accurate and timely processing of renewals, endorsements, and other account-related tasks. This position offers a collaborative and family-friendly work environment with opportunities for professional growth.

Compensation Package

• Salary Range: $60,000 - $75,000 (DOE) with potential for an additional pay for the right candidate/experience/credentials.
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of commercial lines business, including renewals, policy changes, billing, and day-to-day servicing.
• Build and maintain strong, professional relationships with clients, carriers, and internal team members.
• Support new business production efforts in collaboration with producers and account executives.
• Evaluate client risk exposures and recommend appropriate coverage solutions.
• Coordinate and process policy documents, including binders, ID cards, insurance summaries, and certificates.
• Handle client billing, including invoicing, reconciling account discrepancies, and tracking outstanding payments.
• Participate in client and carrier meetings as needed.

Qualifications/Requirements

• Required:
  • Active Property & Casualty Insurance License.
  • Excellent communication, customer service, and relationship management skills.
  • Strong attention to detail with the ability to manage competing priorities.
  • Proactive problem-solving and analytical abilities.
  • Proficiency with Microsoft Office Suite (Word, Excel, Outlook).
  • Comfortable working independently and as part of a collaborative team.
• Preferred:
  • 3+ years of experience with commercial lines insurance.
  • Familiarity with agency workflows and management systems (e.g., Applied Epic).
  • Understanding of agency workflows and procedures.

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Job Title: Senior Account Manager - Commercial Insurance

Job Summary

A dynamic and experienced Senior Account Manager is needed to join a Commercial Insurance team. This role involves managing a portfolio of high-value commercial clients, fostering long-term relationships, and ensuring their insurance needs are met with care, efficiency, and expertise. The ideal candidate thrives in a fast-paced environment, has a client-first mentality, and excels at developing tailored insurance solutions.

Responsibilities

• Build, manage, and maintain strong client relationships with a portfolio of commercial insurance accounts.
• Collaborate closely with underwriters, carriers, and team members to assess client needs and provide customized insurance products and services.
• Deliver expert advice to clients by analyzing coverage needs and presenting comprehensive insurance solutions that align with their business goals.
• Serve as the point of contact for day-to-day client inquiries, providing timely and effective communication.
• Oversee policy renewals, endorsements, and claims management to ensure client satisfaction and retention.
• Conduct annual client reviews to ensure coverage aligns with business growth or changes.
• Stay current with industry trends, regulatory changes, and market developments to provide strategic recommendations to clients.
• Handle escalations or complex account challenges while working collaboratively with team members to resolve issues quickly and efficiently.
• Actively contribute to team goals, mentoring junior team members and sharing best practices.
• Ensure accurate record-keeping and documentation in compliance with organizational standards and regulatory requirements.

Qualifications/Requirements

Education & Experience

• Bachelor's degree in Business, Insurance, Risk Management, or a related field (or equivalent experience).
• A minimum of 5+ years of experience as an Account Manager in Commercial Insurance, with proven success in client management and portfolio growth.

Skills & Competencies

• Expertise in commercial insurance products, coverages, and carrier underwriting practices.
• Strong relationship-building, negotiation, and client-service skills.
• Excellent organizational skills with the ability to manage multiple clients, tasks, and deadlines.
• Analytical mindset with problem-solving abilities to address complex client needs.
• Proficiency in using CRM systems and insurance-related software.

Certifications/Soft Skills

• Insurance-related certifications (e.g., CIC, CRM, CPCU) are highly desirable.

Additional Requirements

• Ability to adapt to changing circumstances in the insurance market and maintain a solutions-oriented approach.
• Comfortable in a collaborative team environment with a focus on continuous learning and professional growth.
• Willingness to travel occasionally, if required, to meet client needs.

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 Account Manager

Job Summary

Seeking a dedicated and experienced Personal Lines Account Manager to join a growing mid-sized agency. This role is integral to the team, providing exceptional service to the clients while supporting a producers in managing and growing their accounts. If you are passionate about the insurance industry, have a strong background in quoting, marketing, and negotiating with carriers, and are looking for a supportive and dynamic work environment, we encourage you to apply.

Compensation Package

• Salary: Up to $65,000 annually
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Quote and market new and renewal business for personal lines accounts
• Prepare proposals and negotiate terms with carriers to secure the best outcomes for clients
• Collaborate closely with producers to support client needs and account growth
• Maintain and manage client accounts using EPIC software
• Provide exceptional customer service, addressing client inquiries and resolving issues promptly
• Stay updated on industry trends, carrier offerings, and regulatory requirements

Qualifications/Requirements

• Licensure: Active Property & Casualty (P&C) license required
• Experience: Minimum of 4 years of experience in personal lines insurance, including quoting, marketing, and negotiating with carriers
• Technical Skills: Proficiency in EPIC software preferred
• Skills: Strong communication, organizational, and problem-solving skills
• Location: Must be located within 2-3 hours of the office for remote work eligibility

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Insurance Sales Executive – Employee Benefits

Job Summary

Seeking high-performing, entrepreneurial Insurance Sales Executives specializing in Employee Benefits to join a dynamic and growth-oriented team in the Midwest. This role is ideal for professionals who thrive on autonomy, ownership, and the opportunity to achieve significant financial upside. As an Insurance Sales Executive, you will focus on generating new business, building a high-quality book of business, and collaborating with a dedicated service team to deliver exceptional client outcomes. This is a hybrid role, requiring a connection to a designated office.

Compensation Package

• Draw-Based Model: Compensation is structured as a draw, equivalent to one-quarter of your annual production capacity.

Responsibilities

• Generate new, qualified business through self-directed sales strategies.
• Build and grow a long-term, high-quality book of business.
• Collaborate with a Unit Manager to allocate resources and manage growth effectively.
• Leverage dedicated service and associate teams for client servicing and execution.
• Reinvest strategically in business development, client engagement, and service excellence.

Qualifications/Requirements

• Proven track record as a high-performing producer with strong sales capabilities.
• Entrepreneurial mindset with a comfort level for financial risk and autonomy.
• Growth-oriented and highly motivated by the potential for significant financial upside.
• Ability to operate effectively with minimal top-down constraints.
• Strong cultural alignment with a producer-led organization.
• Open to candidates from non-insurance backgrounds with demonstrated "grit" and sales experience.
• Willingness to engage in a thorough vetting and evaluation process.

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Insurance Sales Executive – Commercial Lines

Job Summary

Seeking a dynamic and entrepreneurial Insurance Sales Executive specializing in Commercial Lines to join a team. This role is ideal for high-performing professionals who thrive in a producer-led environment and are motivated by ownership, autonomy, and significant earning potential. As an Insurance Sales Executive, you will focus on generating new business, building a high-quality book of business, and leveraging a dedicated service team to deliver exceptional client experiences.

Compensation Package

• Draw-Based Model: Compensation is structured as a draw equivalent to 25% of annual production.

Responsibilities

• Generate new, qualified business through self-directed methods.
• Build and grow a long-term, high-quality book of business.
• Collaborate with a Unit Manager to allocate resources and manage growth.
• Leverage associate and service teams for execution and client servicing.
• Reinvest strategically in business development, client engagement, and service excellence.

Qualifications/Requirements

• Proven track record as a high-performing producer with strong sales capabilities.
• Entrepreneurial mindset with a comfort level for financial risk.
• Growth-oriented and highly motivated by autonomy and upside potential.
• Ability to operate effectively with minimal top-down constraints.
• Strong cultural alignment with a producer-led organization.
• Willingness to engage in a thorough vetting and evaluation process.
• Open to candidates with non-insurance backgrounds who demonstrate grit, resilience, and sales experience.

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Insurance Sales Executive – Employee Benefits

Job Summary

Seeking high-performing, entrepreneurial Insurance Sales Executives to drive aggressive growth in the Midwest region. This role is ideal for professionals who thrive on autonomy, ownership, and the opportunity to build a successful book of business. If you are a motivated sales professional with a proven track record or the grit to succeed in a fast-paced, results-driven environment, want to hear from you.

Compensation Package

• Draw-Based Model: Compensation is structured on a draw equivalent to 25% of annual production.

Responsibilities

• Generate new, qualified business through self-directed methods.
• Build and grow a long-term, high-quality book of business.
• Collaborate with a Unit Manager to allocate resources and manage growth effectively.
• Leverage dedicated service teams for client servicing and execution.
• Strategically reinvest in business development, client engagement, and service excellence.

Qualifications/Requirements

• Proven track record as a high-performing producer with strong sales capabilities.
• Entrepreneurial mindset with a comfort level for financial risk.
• Highly motivated, growth-oriented, and driven by autonomy and upside potential.
• Ability to operate effectively with minimal top-down constraints.
• Strong cultural alignment with a producer-led organization.
• Open to candidates with non-insurance backgrounds if they demonstrate grit, resilience, and sales experience.

#LI-NC1

Insurance Sales Executive – Employee Benefits

Job Summary

Seeking high-performing, entrepreneurial Insurance Sales Executives to drive aggressive growth in the Midwest region. This role is ideal for professionals who thrive on autonomy, ownership, and the opportunity to build a substantial book of business. As an Insurance Sales Executive specializing in Employee Benefits, you will focus on generating new business, fostering long-term client relationships, and collaborating with a dedicated service team to deliver exceptional results. This is not a traditional employee model but a unique opportunity for individuals with a growth-oriented mindset and a passion for sales.

Compensation Package

• Draw-Based Model: Compensation is structured on a draw equivalent to 25% of your annual production capacity.

Responsibilities

• Generate new, qualified business through self-directed sales strategies.
• Build and grow a high-quality, long-term book of business.
• Collaborate with a Unit Manager to allocate resources and manage growth effectively.
• Leverage dedicated service teams for client servicing and execution.
• Reinvest strategically in business development, client engagement, and service excellence.

Qualifications/Requirements

• Proven track record as a high-performing producer with strong sales capabilities.
• Entrepreneurial mindset with a comfort level for financial risk and autonomy.
• Highly motivated, growth-oriented, and driven by upside potential.
• Ability to operate effectively with minimal top-down constraints.
• Strong cultural alignment with a producer-led organization.
• Open to candidates from non-insurance backgrounds with demonstrated "grit" and sales experience.

#LI-NC1