Commercial Insurance Account Manager

Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of commercial lines insurance coverage. Candidate will be familiar with all coverage lines with both admitted and non-admitted carriers.

The ideal candidate will have the following qualifications:

• Experience working with multiple commercial lines of coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Ability to complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Previous experience being responsible for retention of all accounts assigned to them.
• Ability to apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

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-BJ1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role is pivotal in managing a diverse portfolio of commercial insurance accounts, with a focus on wind and flood habitational properties, HOA and condo associations, and property-driven accounts. The ideal candidate will possess a strong understanding of the insurance industry, excellent communication skills, and a commitment to delivering exceptional client service.

Compensation Package

• Salary Range: $55,000 - $80,000 (up to $85,000 for highly qualified candidates)
• Work Schedule: Monday to Friday, 8:00 AM - 5:00 PM

Responsibilities

• Manage a book of 80-100 middle and large market accounts, with premiums ranging from $500K to over $1MM.
• Handle wind and flood habitational accounts, including HOA and condo associations, excess liability, auto, and casualty policies.
• Collaborate with assistants and the marketing team to ensure seamless account management.
• Quote new and renewal business as needed, with support from the marketing department.
• Utilize AMS360 software for account management and documentation.
• Provide exceptional customer service and maintain strong client relationships.
• Participate in training sessions and adapt to company procedures and systems.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: Minimum of 1-2 years in a similar role; candidates with more experience are highly preferred.
• Technical Skills: Proficiency in AMS360 software is a plus.
• Soft Skills:
  • Strong computer skills.
  • Excellent written and verbal communication abilities.
  • Positive and professional demeanor.
  • Strong organizational and time-management skills.
  • Ability to work collaboratively in a team-oriented environment.

#LI-EL1

Personal Lines Account Manager

Job Summary

Seeking a dedicated and detail-oriented Personal Lines Account Manager to join a team. This role is integral to maintaining and growing our personal lines book of business, which consists of standard market personal lines accounts. The ideal candidate will have a strong background in insurance, excellent communication skills, and a passion for delivering exceptional client service. This is a full-time, in-office position with opportunities for professional growth and development.

Compensation Package

• Salary Range: $50,000 - $70,000 annually (commensurate with experience)
• Benefits: Comprehensive benefits package, including PTO

Responsibilities

• Manage a personal lines book of business consisting of 300-400 accounts.
• Provide exceptional service to clients by addressing inquiries, processing policy changes, and ensuring timely renewals.
• Collaborate with the marketing team to quote new and renewal business as needed.
• Utilize AMS360 software to manage accounts and maintain accurate records.
• Work closely with assistants and other team members to ensure efficient handling of COIs, applications, and other administrative tasks.
• Participate in training sessions and adapt to new technologies, including AI implementations.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 1 year of experience in an independent insurance agency (2+ years preferred). Experience with AMS360 software is a plus.
• Skills:
  • Strong computer proficiency.
  • Excellent written and verbal communication skills.
  • Ability to build and maintain positive relationships with clients and team members.
  • Strong organizational skills and attention to detail.
  • A proactive and adaptable mindset.

#LI-EL1

Job Advertisement: Marketing Specialist

Job Summary

Seeking a highly skilled and experienced Marketing Specialist to join a dynamic and growing team. This role offers the opportunity to work in a collaborative team environment, supporting the marketing efforts for mid to large market commercial accounts. The ideal candidate will bring a strong background in Property & Casualty (P&C) insurance, a proven track record of success, and a passion for delivering exceptional results.

Compensation Package

• Salary Range: $80,000 - $90,000 annually
• Comprehensive benefits package
• Opportunity to join a growing organization with a supportive team culture

Responsibilities

• Support the marketing efforts for new and renewal business in commercial lines, focusing on mid to large market accounts.
• Collaborate with the existing Marketing Specialist to ensure seamless execution of marketing strategies.
• Utilize Applied EPIC software to manage accounts and streamline processes.
• Maintain a high level of professionalism and accuracy in all marketing activities.
• Contribute to the overall growth and success of the team by providing innovative ideas and solutions.

Qualifications/Requirements

• Licenses/Designations: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 5 years of experience in a similar role, with a focus on commercial lines.
• Technical Skills: Proficiency in Applied EPIC software is preferred.
• Strong organizational and communication skills.
• Ability to work effectively in a team-oriented environment.
• A results-driven mindset with a commitment to excellence.

#LI-EL1

Business Development Representative

Job Summary

Seeking a dynamic and results-driven Business Development Representative to join a team and support the expansion of operations in the South/Southeast U.S. territory. If you are passionate about business development and have a background in the insurance industry, we encourage you to apply.

Compensation Package

• Base Salary: Up to $85,000 annually + bonus opportunities
• Additional Benefits: Comprehensive benefits package, professional development opportunities, and the chance to work in a rapidly growing organization.

Responsibilities

• Develop and maintain strong relationships with brokers, agencies, and intermediary partners.
• Identify and pursue new business opportunities within the assigned territory.
• Promote the company’s surety solutions to increase market penetration and visibility.
• Represent the organization at industry events, conferences, and trade shows.
• Collaborate with leadership to provide pipeline updates, opportunity reporting, and market feedback.
• Achieve established production and growth objectives while maintaining high service and compliance standards.

Qualifications/Requirements

• Education: Bachelor’s degree preferred.
• Experience:
  • Insurance industry experience is required.
  • Business development, sales, marketing, or production background within insurance.
  • Experience working through broker and agency distribution channels.
• Licensing: Active insurance license preferred/required.
• Skills:
  • Strong relationship-building and networking abilities.
  • Proficiency in CRM systems and Microsoft Office.
  • Ability to travel throughout the assigned territory.

#LI-JJ1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team. This role involves managing and growing a commercial lines book of business while delivering exceptional service to clients. The ideal candidate will have a strong background in insurance servicing, excellent organizational skills, and a commitment to building lasting client relationships.

Compensation Package

We offer a competitive salary along with a comprehensive benefits package, including:

• Medical, Dental, and Vision Insurance
• Flexible Spending Account (FSA) and Health Savings Account (HSA)
• Opportunities for professional growth and development

Responsibilities

• Build and maintain strong client relationships by providing responsive, high-quality service and understanding their evolving coverage needs.
• Manage new and renewal business, including evaluating risk exposures and placing appropriate commercial coverage in alignment with underwriting guidelines.
• Process endorsements, policy updates, and renewals while ensuring accuracy and timely execution of all account documentation.
• Review renewal and expiration activity, collaborating with internal teams to support effective renewal strategies and client retention.
• Serve as a liaison between clients, producers, underwriters, and internal stakeholders to ensure clear communication and seamless service delivery.
• Identify cross-sell and account expansion opportunities, including umbrella, flood, business interruption, and other relevant coverages.
• Maintain accurate records within agency management systems and ensure compliance with internal processes and carrier requirements.
• Stay current on commercial insurance products, carrier guidelines, and industry best practices through ongoing training and development.

Qualifications/Requirements

• 3-5 years of experience in insurance servicing, account management, or customer service.
• Active Georgia Property & Casualty Insurance License.
• Experience in commercial lines insurance is preferred.
• High School Diploma, GED, or Associate Degree in Business or related field (Bachelor’s degree preferred).
• Strong client relationship management and consultative communication skills.
• Excellent organizational skills with the ability to manage multiple priorities effectively.
• Strong analytical and problem-solving abilities.
• Proficiency in Microsoft Office Suite and agency management systems.
• High attention to detail and commitment to accuracy in documentation and policy management.
• Ability to collaborate effectively in a team-oriented environment while maintaining accountability.
• Commitment to confidentiality, professionalism, and ethical standards.

#LI-DR1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a team in . . If you are a customer-focused professional with a strong background in commercial insurance and a passion for delivering exceptional service, we encourage you to apply.

Compensation Package

• Salary: $80,000 - $95,000 annually, based on experience.
• Additional Benefits: Dental, vision, and paid time off (2 weeks to start, increasing to 3 weeks after 5 years and 4 weeks after 10 years).
• Work Schedule: Monday to Friday, 8:00 AM - 5:00 PM.

Responsibilities

• Manage a generalist book of small to mid-market commercial lines accounts.
• Handle renewals, endorsements, certificates of insurance (COIs), and cross-selling opportunities.
• Provide exceptional customer service and maintain strong client relationships.
• Collaborate with the team to ensure seamless account management and service delivery.
• Utilize Epic software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license is required.
• Experience: Minimum of 2 years in an independent brokerage environment managing commercial lines accounts.
• Technical Skills: Proficiency in Epic software is preferred.
• Soft Skills:
  • Strong customer service orientation.
  • Reliable and dependable with excellent organizational skills.
  • Warm, personable, and team-oriented demeanor.
  • Ability to build and maintain positive client relationships.

#LI-CW5

Account Executive (AE)

Job Summary

Seeking a highly motivated and experienced Account Executive (AE) to join a dynamic team. This role offers a unique opportunity to build and lead a team while leveraging a wide array of tools and resources to ensure success. The ideal candidate will have a strong background in self-funded large group accounts, exceptional consulting skills, and a proven ability to manage accounts with 5,000+ lives. This is a hybrid position, offering a balance of in-office collaboration and remote work flexibility.

Compensation Package

• Salary: Starting at $120,000+ (higher compensation available for exceptional candidates)
• Benefits: Comprehensive benefits package, including generous PTO
• Additional Perks: Year-round half-day Fridays

Responsibilities

• Manage and grow a portfolio of large group self-funded accounts.
• Act as a consultant to clients, providing expert advice and tailored solutions.
• Collaborate with financial managers, marketing teams, and other internal resources to deliver exceptional service.
• Utilize EPIC software to manage accounts and streamline processes.
• Support quoting for new and renewal business.
• Build and lead a high-performing team to achieve organizational goals.
• Maintain strong relationships with clients, carriers, and internal stakeholders.

Qualifications/Requirements

• Licensure: Life and Health (L&H) license required.
• Experience: Minimum of 5 years managing large group self-funded accounts (5,000+ lives).
• Skills: Strong consulting and relationship management skills.
• Technical Proficiency: Experience with EPIC software is preferred.
• Work Style: Ability to thrive in a hybrid work environment, with flexibility to work from any HUB office.
• Travel: Limited travel may be required.

#LI-RT1

Account Executive (AE)

Job Summary

Seeking a highly motivated and experienced Account Executive (AE) to join our team. This role offers a unique opportunity to work with large group self-funded accounts, ranging from 1,000 to 5,000 lives. The ideal candidate will bring a strong consultant-style approach, a deep understanding of self-funding, and the ability to deliver exceptional client service. This position provides the chance to build and lead a team, leveraging a robust suite of tools and resources to ensure success.

Compensation Package

• Salary Range: $90,000 - $110,000 (commensurate with experience)
• Benefits: Comprehensive benefits package, including generous PTO
• Work Schedule: Year-round half-day Fridays
• Travel: Minimal travel required

Responsibilities

• Manage and grow a portfolio of large group self-funded accounts (1,000-5,000 lives).
• Provide expert consultation to clients, ensuring their needs are met with tailored solutions.
• Collaborate with financial managers, marketing underwriters, and other internal teams to deliver high-quality service.
• Oversee the quoting and renewal process for new and existing business.
• Utilize EPIC software to manage accounts and streamline workflows.
• Build and lead a high-performing team, fostering a culture of collaboration and excellence.
• Stay informed about industry trends and regulatory changes to provide proactive advice to clients.

Qualifications/Requirements

• Licensure/Designations: Active Life & Health (L&H) license required.
• Experience:
  • Minimum of 3-5 years of experience managing large group self-funded accounts.
  • Proven track record of working with groups ranging from 1,000 to 5,000 lives.
  • Strong consultant-style approach with the ability to build lasting client relationships.
• Technical Skills: Proficiency in EPIC software preferred.
• Education: Bachelor’s degree in Business, Finance, or a related field is preferred.
• Other Skills:
  • Excellent communication and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to work independently and as part of a team.

#LI-RT1

Commercial Lines Account Manager

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager to join a dynamic and team-oriented organization. With over 30 years of industry expertise, our company prides itself on fostering a family-like atmosphere while delivering exceptional service to our clients. This role offers the opportunity to work on a diverse portfolio of accounts, ranging from $5,000 to $500,000, with an average size of $75,000 to $100,000+. The ideal candidate will be a proactive team player with a strong background in commercial lines account management and a passion for delivering outstanding client service.

Compensation Package

• Salary Range: $80,000 - $100,000 annually
• Benefits: Comprehensive benefits package provided

Responsibilities

• Assist clients with claims and payment inquiries.
• Manage policy renewals, conduct coverage reviews, and handle pricing and delivery.
• Support new business sales, including sourcing, quote preparation, and presentation.
• Prepare Acord and application forms.
• Handle inbound and outbound sales and service phone calls.
• Perform data entry and maintain records in the Applied Systems EPIC agency management system.
• Collaborate with MGAs and underwriters to ensure seamless account management.
• Proficiently use Microsoft Outlook, Word, and Excel.
• Take on additional responsibilities and learn new skills as needed.

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required.
• Experience: Minimum of 5-6 years in commercial lines account management.
• Software Proficiency: Experience with Applied Systems EPIC is required.
• Technical Skills: Familiarity with surplus lines and working with MGAs and underwriters.
• Soft Skills: Personable, team player, excellent communicator, organized, and proactive.
• Location: Must be based in the Houston area and able to work onsite for the first 90 days.

#LI-AM2