Job Description

Commercial Insurance Account Manager

Job Overview:
Seeking a dedicated and experienced Commercial Insurance Account Manager with a strong understanding of commercial insurance policies and the ability to manage client relationships effectively. This role involves servicing and supporting a book of commercial clients, ensuring their needs are met, and collaborating with underwriters and internal team members to deliver optimal insurance solutions.

Key Responsibilities:

• Client Management: Maintain and develop strong relationships with commercial clients, serving as the primary point of contact for insurance-related matters.
• Policy Administration: Manage day-to-day servicing of client accounts, including renewals, policy changes, endorsements, and cancellations.
• Risk Analysis & Solutions: Assess clients’ insurance needs and recommend appropriate coverage based on their business operations and risk profiles.
• Quoting & Coverage Negotiation: Collaborate with underwriters to obtain quotes, negotiate terms, and ensure clients receive competitive pricing and suitable coverage.
• Claims Assistance: Support clients throughout the claims process to ensure timely resolution and minimal business disruption.
• Compliance & Documentation: Maintain accurate, complete, and compliant records and policy documentation.
• Cross-Selling & Upselling: Identify opportunities to expand existing accounts through additional lines of coverage or services.
• Customer Service: Deliver prompt, professional, and high-quality service to all clients.
• Collaboration: Partner with sales, underwriting, and internal teams to provide a seamless client experience.

Qualifications:

• Minimum of 3 years of experience as an Account Manager or in a similar role within the commercial insurance industry.
• Strong understanding of commercial insurance products, policies, and underwriting processes.
• Excellent communication and interpersonal skills.
• Highly organized and detail-oriented, with the ability to manage multiple priorities effectively.
• Proficient in agency management software and Microsoft Office Suite (Excel, Word, Outlook).
• Ability to resolve client concerns efficiently and professionally.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong analytical and problem-solving skills.

• Experience working with large or complex commercial accounts - preferred.

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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