Job Description

Commercial Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Account Manager to join a team. This role is integral to operations, focusing on comprehensive account management and client services. The successful candidate will manage a diverse book of business, primarily consisting of contractors, retail, lessor's risk, and restaurant accounts.

Compensation Package

• Base Salary: $60,000 - $65,000 annually (with commission opportunities).
• Enhanced Salary Option: $70,000 - $75,000 annually for candidates with extensive experience in Applied EPIC and Erie systems (commission not included).
• Commission: 40% of new business agency commission for eligible candidates.
• Benefits: Comprehensive benefits package available upon request.

Responsibilities

• Provide end-to-end account management for a book of business valued at approximately $1.3M (430 policies).
• Handle renewals 90 days in advance, including quoting and marketing.
• Manage new business opportunities through cross-sales and inbound inquiries.
• Oversee claims, Certificates of Insurance (COIs), and other client service needs.
• Collaborate with producers to manage smaller accounts and support new business growth.
• Utilize Applied EPIC software and work with carriers such as Erie, AmTrust, Hartford, West Bend, and Frankenmuth.
• Ensure accuracy and efficiency in auto-renewals, particularly for Erie policies (70% of the book).

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience:
  • Minimum of 2-3 years of relevant experience required.
  • 5+ years of experience preferred.
• Technical Skills: Proficiency in Applied EPIC software is highly desirable.
• Soft Skills:
  • Strong team player with a positive attitude.
  • Open to learning and receptive to feedback.
  • Excellent organizational and time-management skills.
  • Strong communication and interpersonal abilities.
• Work Environment:
  • Hybrid work model after training (3 days in-office, 2 days remote).
  • Candidates must be willing to work in-office during the training period.

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