Commercial Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a team. This role involves managing a well-established book of business with a premium value of $5 million, consisting of diverse middle-market accounts. The ideal candidate will possess strong technical expertise, exceptional organizational skills, and a proactive approach to client service. This is a hybrid position, offering a balance of in-office and remote work, with a comprehensive training period to ensure a smooth transition.

Compensation Package

• Salary Range: $80,000 - $120,000 annually (depending on experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage all aspects of account servicing (A-Z account management) for a diverse book of business, including property lawyers, manufacturers, and financial services clients.
• Handle renewal lists, applications, submissions, large property schedules, and policy reviews.
• Oversee billing processes and marketing submissions as directed by the producer.
• Collaborate with an assistant to ensure efficient processing of certificates, endorsements, and policy checking.
• Maintain strong relationships with clients and provide exceptional customer service.
• Utilize Applied EPIC software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 5 years in an Account Manager or Account Executive role managing a book of business.
• Technical Skills: Proficiency in Applied EPIC software is mandatory.
• Soft Skills:
  • Excellent communication skills.
  • Strong technological proficiency and ability to work with computer systems.
  • Positive attitude and a proactive approach to problem-solving.
  • Intellectual curiosity and a desire for continuous learning.
  • Authenticity, honesty, and a commitment to professional growth.

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Assistant Vice President (Team Leader)

Job Summary

The Assistant Vice President (Team Leader) is responsible for driving a culture of success through efficient processes, teammate engagement, and strong leadership of a technician team. This role focuses on delivering high-quality customer service, supporting retention objectives, and ensuring alignment with departmental strategies and operational standards.

Responsibilities

• Establish, direct, and monitor unit goals and objectives in alignment with departmental strategy and established policies and procedures.

• Evaluate short-term recruitment needs and support strategies focused on attracting and retaining top talent.

• Develop and maintain onboarding and training programs to ensure successful integration of new teammates and clear understanding of processes and procedures.

• Identify workflow inefficiencies and implement ongoing training plans utilizing internal and external resources.

• Supervise, coach, and develop team members to support professional growth and enhance service quality.

• Review and prepare periodic performance analyses to measure progress toward unit objectives.

• Ensure compliance with internal systems, procedures, and applicable insurance regulations.

• Promote collaboration between service teams to improve efficiencies and deliver a consistent, high-quality customer experience.

• Maximize effective use of agency management software and related technology through ongoing training and support.

• Foster a positive, collaborative, and accountable team environment.

• Encourage achievement of internal performance standards and continuous improvement initiatives.

• Participate in professional development, continuing education, and industry training to remain current on products, legislation, coverages, and technology.

• Perform additional duties as assigned.

Qualifications / Requirements

• Holds an active P&C (Property and Casualty) insurance license.

• High School Diploma or equivalent required.

• Demonstrated knowledge of insurance coverages, contracts, and applicable state regulations.

• Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and Publisher.

• Ability to use standard office equipment effectively.

• Minimum of 7 years of experience in the insurance industry or a related field.

Preferred Qualifications

• College degree in a business-related field.

• Insurance designations such as CIC or CPCU.

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 Lines Account Executive

Job Summary

Seeking a highly skilled and experienced Commercial Lines Account Executive to join a dynamic team. This is a service-focused role that involves managing a portfolio of construction accounts, supervising account managers, and ensuring exceptional client service. The ideal candidate will have a strong background in marketing, construction insurance, and account management, with the ability to mentor junior staff and build lasting relationships with clients, carriers, and underwriters. This is a hybrid position, offering a mix of in-office and remote work.

Responsibilities

• Oversee the overall management of a portfolio of construction accounts, with premiums ranging from $100K to $1M+.
• Supervise and mentor Account Managers and Junior Account Managers, delegating tasks effectively and fostering a collaborative team environment.
• Serve as the primary point of contact for clients, ensuring their needs are met with professionalism and expertise.
• Handle renewals and remarketing efforts, including analyzing coverage and presenting options to clients.
• Build and maintain strong relationships with carriers and underwriters to secure the best outcomes for clients.
• Provide training and guidance to junior staff, sharing knowledge and expertise to support their professional growth.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Licenses: Active Property & Casualty (P&C) license required.
• Experience: 3-5+ years of experience in commercial lines account management, with a focus on construction accounts.
• Technical Skills: Proficiency in AMS360 software.
• Industry Knowledge: Strong understanding of construction insurance and marketing strategies.
• Soft Skills:
  • Ability to work autonomously and take initiative.
  • Flexibility and adaptability in a fast-paced environment.
  • Strong team player with a collaborative mindset.
  • Approachable and easygoing demeanor.
  • Excellent communication and interpersonal skills.

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-MB6

Overview

Seeking a dedicated and experienced Sr. Commercial Lines Account Manager. This individual will be pivotal in providing exceptional account management services to commercial clients. As a key member of the team, you will work with colleagues and clients to deliver innovative insurance solutions while fostering strong relationships built on trust, integrity, and expertise.

Responsibilities

• Build and maintain strong relationships with commercial clients, carriers, and vendors 
• Serve as the primary point of contact for assigned accounts, ensuring excellent customer service and proactive support.
• Assist in the placement, renewal, analysis, and management of commercial construction insurance policies.
• Support clients by identifying coverage needs, presenting risk management strategies, and offering tailored solutions.
• Collaborate with producers to align client experience strategies with the company’s objectives.
• Coordinate submissions, proposals, endorsements, certificates, and other critical documents with a high level of accuracy and attention to detail.
• Stay current on industry trends, carrier offerings, regulation changes, and best practices within the insurance and construction space.
• Provide mentorship and guidance to junior team members to enhance their professional growth.

Qualifications

• Education & Experience:
  • Minimum of 5+ years of experience handling Commercial Lines accounts
  • Demonstrated ability to manage complex accounts and deliver high-value service.
• Skills & Competencies:
  • Exceptional organizational, problem-solving, and interpersonal skills.
  • High attention to detail, with proven ability to manage multiple tasks and meet deadlines.
  • Proficiency with insurance management software and Microsoft Office Suite.
• Certifications:
  • 2-20 Licensure required.
  • Insurance designations (CIC, CRM, CPCU, ARM, etc.) are a plus and encouraged.

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#INDTJ-ST

Client Service Manager

Job Summary

Seeking a highly motivated and experienced Client Service Manager to join a dynamic and collaborative team. This role is ideal for a professional with 5-10 years of experience who thrives in a relationship-driven environment and is passionate about client service. The successful candidate will play a key role in maintaining and nurturing client relationships, supporting operational needs, and contributing to the growth of the business. This is not a sales position but rather a client-focused role that requires strong communication, organizational, and problem-solving skills.

Compensation Package

• Competitive salary up to $150,000, commensurate with experience
• Parking covered at our Buckhead office
• Flexible work schedule after the first year, with the option to work from home on Wednesdays and Fridays

Responsibilities

• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency
• Serve as a key point of contact for clients, gathering necessary information, completing applications, and addressing inquiries
• Collaborate with producers and account executives to manage and support client accounts, including smaller and construction-related accounts
• Provide mentorship and guidance to special services positions, fostering growth and development within the team
• Work closely with brokers and other team members to ensure seamless service delivery and operational excellence
• Take ownership of smaller accounts initially, with the opportunity to grow into managing larger accounts over time
• Act as a support resource for senior account executives, helping to alleviate workload and ensure client satisfaction
• Participate in a team-oriented, collaborative environment focused on achieving collective success

Qualifications/Requirements

• 5-10 years of relevant experience in client service, account management, or a related field
• Real estate experience preferred but not required
• Background in brokerage or a mix of brokerage and carrier experience is highly desirable
• Self-starter with an entrepreneurial spirit and the ability to work independently
• Strong communication skills with a client-focused mindset and a commitment to constant communication
• Proficiency in AMS360 is a plus but not mandatory
• Ability to work in-office for the first year, with potential for a flexible schedule thereafter
• Eagerness to learn and grow within the organization, with a long-term goal of advancing to an executive-level role

#LI-DT1

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 ideal for a seasoned professional who thrives in managing middle-market accounts and is well-versed in all lines of commercial insurance. The successful candidate will take ownership of a significant book of business, working with accounts ranging from $50,000 to $1 million in size. This is an onsite position, offering the opportunity to work closely with a dedicated team in a collaborative environment.

Compensation Package

• Salary Range: $75,000 - $110,000 annually, commensurate with experience
• 401(k) Plan: Yes
• Benefits: Comprehensive benefits package provided

Responsibilities

• Manage a diverse portfolio of commercial lines accounts, including property, cyber, EPLI, workers' compensation, and package policies
• Handle all aspects of account management from A-Z, including quoting new and renewal business
• Build and maintain strong relationships with clients, ensuring their needs are met with professionalism and efficiency
• Provide exceptional customer service and act as a trusted advisor to clients
• Collaborate with internal teams to ensure seamless service delivery
• Utilize Applied EPIC software to manage accounts and maintain accurate records

Qualifications/Requirements

• Active Property & Casualty (P&C) license required
• Extensive experience in commercial lines account management, with a focus on middle-market accounts
• Strong knowledge of various lines of coverage, including property, cyber, EPLI, workers' compensation, and package policies
• Proficiency in Applied EPIC software is preferred
• Excellent communication and interpersonal skills
• Ability to work onsite, Monday through Friday, from 8:15 AM to 5:00 PM
• A proven track record of long-term stability and success in previous roles

#LI-EL1

Senior Employee Benefits Account Manager – Remote

A regional insurance brokerage is seeking a Senior Employee Benefits Account Manager to join its growing Customer Success team. This key individual will play a pivotal role in maintaining client satisfaction and loyalty by providing exceptional service and value. The Senior Account Manager serves as the primary liaison between the agency and its clients, ensuring seamless execution of benefit programs and supporting strategic, analytical, and operational goals. This role reports directly to the Director of Client Services.

Responsibilities

• Provide leadership within the account team and maintain strong client relationships.
• Manage daily service requests for an assigned book of business, including enrollments, terminations, coverage analysis, claims resolution, and policy review.
• Review contracts and assist with carrier negotiations as needed.
• Support producers through the renewal process, including renewal strategy, marketing, and proposal preparation.
• Develop and distribute RFPs; analyze and compare carrier quotes for accuracy and competitiveness.
• Oversee post–open enrollment activities such as summary plan descriptions, CMS filings, and certificates of insurance.
• Ensure client compliance with healthcare reform and ERISA regulations; maintain compliance timelines.
• Coordinate with internal resources including actuarial, analytics, and claims specialists to support client needs.
• Manage new client onboarding processes and ensure accurate data and documentation.
• Participate in training sessions and continuing education to maintain current product and regulatory knowledge.

Qualifications & Skills

• Bachelor’s degree preferred.
• Minimum of 10 years of professional experience in employee benefits account management or client service.
• Holds an active Life, Accident, and Health insurance license.
• Strong understanding of CRM strategies related to client acquisition, retention, and engagement.
• Demonstrated experience managing client relationships and resolving complex issues.
• Excellent project management, interpersonal, and negotiation skills.
• Strong analytical abilities with comfort working with data and trends.
• Highly organized with the ability to manage competing priorities and deadlines.
• Proficient in both fully insured and self-funded markets.
• Familiarity with key regional markets across the Northeast.
• Proficient in Microsoft Office and CRM platforms.

Compensation & Benefits

• Salary range: $100,000–$130,000 annually, + commission and bonus opportunities.
• Comprehensive benefits package.
• Excellent work–life balance.

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 Lines Account Manager (CLAM)

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Manager (CLAM) to join a dynamic and collaborative team. This role offers an exciting opportunity to manage a portfolio of middle-market and large commercial accounts, with premiums exceeding $500,000. The ideal candidate will have a strong background in Property & Casualty insurance, exceptional organizational skills, and the ability to manage accounts from start to finish. If you are a detail-oriented professional with a passion for delivering exceptional client service, encourage you to apply.

Compensation Package

• Salary Range:
  • Entry-Level (Beginner): $65,000 - $70,000
  • Mid-Level (3+ years): $80,000 - $95,000
  • Senior-Level (7-10 years): $85,000 - $120,000
• 401(k): Yes
• Benefits: Comprehensive benefits package provided (details available upon request).
• Work Arrangement: Hybrid schedule (Monday, Tuesday, and Thursday in-office; Wednesday and Friday remote). Onsite training may be required depending on experience.

Responsibilities

• Manage a portfolio of middle-market and large commercial accounts, including manufacturing, distribution, construction, and property accounts.
• Handle all aspects of account management, including quoting new/renewal business, reviewing quotes, preparing proposals, invoicing, premium financing, policy summaries, endorsements, contract reviews, and audit questions.
• Collaborate closely with producers, account executives, underwriters, and other team members to ensure seamless service delivery.
• Utilize advanced Excel skills, including VLOOKUPs and pivot tables, to analyze and manage data effectively.
• Attend client meetings and interact professionally with clients and underwriters.
• Provide support for certificates of insurance (COIs), auto ID cards, and other administrative tasks as needed.
• Maintain a high level of professionalism and client-facing skills in all interactions.

Qualifications/Requirements

• Licenses/Certifications: Active Property & Casualty (P&C) license in Texas is required.
• Experience: 5-7 years of experience in commercial lines account management, with a focus on large accounts.
• Technical Skills: Proficiency in Excel, including VLOOKUPs and pivot tables, is essential. Familiarity with AMS360, ImageRight, and email systems is preferred.
• Industry Knowledge: Experience with middle-market and large accounts, particularly in energy, manufacturing, distribution, construction, and property sectors, is highly desirable.
• Soft Skills: Strong organizational skills, attention to detail, ability to multitask, and a collaborative team-oriented mindset.
• Client-Facing Skills: Professional demeanor and excellent communication skills to interact with clients, underwriters, and team members effectively.
• Work Ethic: Ability to work independently, manage multiple priorities, and deliver results in a fast-paced environment.

#LI-EL1

Commercial Lines Account Executive

Job Summary

Seeking a highly experienced and seasoned Commercial Lines Account Executive to join a well-established, independent, full-service insurance agency. This role is ideal for a professional with extensive experience in commercial lines account management, a strong background in insurance, and a passion for mentoring and leadership.

Compensation Package

• Salary Range: $120,000 - $150,000 per year (commensurate with experience)
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage and service large market commercial lines accounts with premiums exceeding $100,000.
• Oversee the renewal process, including claims reviews, policy reviews, and ensuring client satisfaction.
• Provide mentorship and training to account managers and other staff members.
• Lead staff training sessions and assist in interviewing and hiring future account managers and producers.
• Handle 80% service-related tasks and 20% new business sales from incoming opportunities.
• Introduce and implement loss control and risk management resources for clients.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Minimum of 8+ years of experience in Commercial Lines Account Management.
• Active Property & Casualty (P&C) license.
• At least one professional designation such as CIC (Certified Insurance Counselor) is required; CPCU (Chartered Property Casualty Underwriter) is strongly preferred. AU (Associate in Commercial Underwriting) designation is a plus.
• Proven ability to manage and service large market accounts with a deep understanding of insurance processes.
• Strong leadership skills with experience mentoring and training staff.
• Exceptional organizational and communication skills.
• Ability to work effectively in a collaborative, team-oriented environment.
• Proficiency in AMS360 software is preferred.

#LI-KD1

Commercial Lines Account Executive

Job Summary

Seeking a highly motivated and experienced Commercial Lines Account Executive to join a team. This role is integral to the organization, focusing on managing mid-market accounts, handling renewals, cross-selling, and providing exceptional service to the valued clients. The ideal candidate will have a strong background in commercial lines insurance, excellent interpersonal skills, and a proven ability to build and maintain client relationships.

Compensation Package

• Salary Range: $60,000 - $90,000 annually, commensurate with experience.

Responsibilities

• Manage a portfolio of mid-market accounts, including hotels, contractors, generalists, and a large manufacturing client.
• Handle account renewals, ensuring a seamless and efficient process for clients.
• Cross-sell and up-sell insurance products to meet client needs and expand business opportunities.
• Provide personalized service to clients, building strong relationships and ensuring satisfaction.
• Manage "house accounts" and guide clients through the renewal process.
• Collaborate with carriers such as Westfield, Travelers, CNA, Western Reserve, and Liberty Mutual.
• Utilize AMS360 software for account management and documentation.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: Minimum of 2+ years as a Senior Account Manager or Account Executive handling renewals. Preference for candidates with 3+ years of experience in a similar role.
• Technical Skills: Proficiency in AMS360 software is required.
• Soft Skills:
  • Personable and client-focused.
  • Strong communication and interpersonal skills.
  • Ability to effectively cross-sell and up-sell products.
  • Detail-oriented with excellent organizational skills.
  • Comfortable managing client relationships and providing tailored solutions.
• Other Requirements:
  • Stable work history (no frequent job changes).
  • Ability to pass a background check.
  • Willingness to complete a 30-60 day training period.

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