Job Summary

A Commercial Account Manager (Small Business) is needed to support a growing book of general commercial accounts. This role will primarily focus on servicing and marketing small business accounts, with opportunities to assist in quoting and presenting new business. The ideal candidate will bring a strong customer service mindset and the ability to manage diverse client needs across industries such as construction, retail, non-profits, and school districts.

Responsibilities

• Manage day-to-day servicing of small commercial accounts
• Handle renewals, policy changes, certificates, endorsements, and client inquiries
• Market new small business accounts and present coverage proposals
• Collaborate with producers and carriers to quote and bind new business
• Maintain organized documentation and utilize agency management systems effectively
• Ensure compliance with agency and industry standards
• Deliver exceptional client service through proactive communication and problem-solving

Qualifications/Requirements

• Active Property & Casualty (P&C) license required
• 2+ years of experience in commercial insurance account management preferred
• Experience with generalist books of business; transportation experience is a plus
• Familiarity with accounts in construction, retail, education, and non-profit sectors is strongly preferred
• Strong written and verbal communication skills
• Ability to manage competing deadlines and work both independently and as part of a team
• Proficiency in agency management systems and Microsoft Office Suite

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-ML1

Job Title: Commercial Lines Assistant Account Manager
📍 Warrington, PA| Hybrid (In-Office + Remote Days)
💼 Mid-Sized Independent Insurance Agency | 25 Employees
💰 Salary: Up to $70,000 + Strong Benefits
🕒 Immediate Interviews | 1 Opening

Are you an experienced insurance professional ready to work on large commercial accounts in a supportive, team-oriented environment?

We’re a mid-sized agency with a close-knit team and a strong book of large property and government accounts (think school districts, municipalities, etc.). We’re looking for a Commercial Lines Assistant Account Manager (CL AAM) who thrives in a task-driven role and is ready to grow within the AAM track.

What You'll Do:

• Assist Account Managers handling large commercial accounts

• Process change requests, prep proposals, manage loss runs and summaries

• Work in Applied Epic and Microsoft Office Suite daily

• Support and collaborate with two other experienced CL AAMs

What We're Looking For:

• P&C license required

• 1+ years of experience in commercial lines

• Comfortable working with large property/government accounts

• Strong attention to detail and a love for task-based work

• Microsoft Office proficiency is highly valued

• Must live within 30 minutes of the office

Who This Role is Great For:

• A Small Business Account Manager looking to break into large accounts

• Someone who enjoys the AAM role and wants to stay in it

• Independent and resourceful — formal training is limited, but support is strong

• Interested in professional growth without rushing to move up

Work Schedule & Flexibility:

• Hybrid: In office 7 out of 10 workdays

  • Remote every Wednesday and every other Friday

  • Summer Hours: Fridays end at 2:30 PM for six weeks

• Collaborative, team-first culture with leadership support

Compensation & Benefits:

• Salary: Up to $70,000

• 401(k) with company match

• Medical, Dental, Vision (Company covers more than half of medical, and 100% of dental and vision)

Interview Process:

• Onsite interview with Director of Commercial Lines and President

• Meet the current CL AAM team

• Fast decision – we’re ready to hire the right candidate now

👉 Apply Now if you're ready to take the next step in your insurance career with a company that values your expertise and commitment.

#LI-OS1

Job Summary

We are seeking a highly organized and detail-oriented Associate Commercial Insurance Account Manager to join our dynamic team. The successful candidate will assist in managing commercial insurance accounts, providing exceptional customer service, and supporting the Account Manager in various administrative tasks.

Responsibilities

• Assist in managing a portfolio of commercial insurance accounts
• Provide excellent customer service, respond to inquiries, and resolve issues promptly
• Support the Account Manager in preparing insurance proposals and renewal documents
• Collaborate with internal teams to ensure timely and accurate policy issuance and endorsement processing
• Maintain accurate client records and policy documentation
• Assist with invoice processing and premium collections
• Stay updated on industry trends, regulations, and best practices

Qualifications/Requirements

• 2+ years of relevant insurance industry experience
• Previous experience working with a variety of carriers
• Sound knowledge of commercial insurance products and coverages
• Excellent communication and interpersonal skills
• Strong attention to detail and organizational abilities
• Proficiency in MS Office suite and relevant insurance software
• Ability to multitask and prioritize in a fast-paced environment
• An active P&C (Property and Casualty) insurance license

Compensation Package

• Compensation: Between $60k-$80k (based on experience)
• Competitive benefits package, paid time off, professional development opportunities, etc.

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-CW5

Job Title: Commercial Lines Customer Service Representative (CSR)

Job Summary

A growing insurance agency is seeking a Commercial Lines Customer Service Representative to provide essential support to account managers overseeing a diverse book of business. This position plays a key role in ensuring smooth back-end operations and high-quality service for clients across a wide range of industries and account sizes.

Responsibilities

• Process certificates of insurance, policy endorsements, and ID cards
• Conduct policy checks and update client records in the agency management system
• Support account managers with documentation and service tasks
• Handle various back-end service functions accurately and efficiently
• Maintain organized records and internal communication for client files
• Assist with renewal and policy change preparation as needed

Qualifications/Requirements

• Minimum 2 years of independent agency experience with a focus on commercial lines
• Experience servicing accounts ranging from small to large
• Proficiency with Epic or similar agency management systems
• P&C license preferred
• Strong attention to detail, organizational skills, and service mindset
• Ability to manage multiple tasks and provide support in a fast-paced team environment

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-RM9

Commercial Insurance Account Administrator-Small Business

Overview:                                                

Established insurance agency seeking for a commercial account administrator to join our commercial department.  Candidates will have the following qualifications:

Responsibilities:

The candidate is expected to contribute to the commercial department by assisting the Account Executives through customer service, account retention, general back office support, independent thinking and problem solving.

Qualifications:

1. Ability to work with clients, answer their questions pertaining to their policies, solve any current or outstanding issues and recommend applicable coverage as needed.
2. Perform policy quoting, binding, issuing, new & renewal marketing
3. Experience identifying account rounding opportunities and suggesting applicable coverage
4. Assist multiple producers while working hand in hand with an experienced service team.
5. Developing professional customer service skills

Requirements:

1. 1-3  yr.’s experience working with an independent brokerage or agency
2. Active P&C license
3. College degree preferred, not required
4. Experience working in a team environment
5. Experience working face to face with customers
6. Data Entry and Online quoting experience
7. Provides administrative support and other related services as needed (e.g., input account information into system).
8. Participates in projects/assignments as needed.

#LI-SW1

Job Title: Personal Lines Associate Account Manager

Job Summary

The Personal Lines Associate Account Manager plays a key role in supporting account service functions across a high-volume book of personal lines business. This position works closely with account managers and producers to ensure client satisfaction, retention, and timely handling of service requests. Ideal candidates bring strong organizational skills, attention to detail, and a client-focused mindset.

Responsibilities

• Assist with daily servicing of personal lines accounts, including policy changes, renewals, billing inquiries, and claims support
• Process policy changes through agency management systems and carrier platforms (e.g., adding/replacing vehicles, coverage adjustments, mortgagee changes)
• Support Account Managers and Account Executives with managing workloads and ensuring timely completion of client requests
• Review applications, policies, endorsements, and audits for accuracy and completeness
• Coordinate renewal processes and manage expiration lists to ensure timely submission of information
• Build and maintain strong client relationships through professional communication and proactive service
• Deliver high levels of client advocacy by anticipating needs and resolving issues effectively

Qualifications/Requirements

• Minimum of 2 years' experience in personal lines account management or insurance support
• Property & Casualty license required, or willingness to obtain within 3–6 months of hire
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
• Experience with Applied Epic or similar agency management systems preferred
• Strong administrative, organizational, and time management skills
• Ability to prioritize tasks, manage multiple deadlines, and work independently
• Excellent written and verbal communication skills
• Professional demeanor with a client-service orientation and a positive attitude

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

Job Title: Personal Lines Associate Account Manager

Job Summary

The Personal Lines Associate Account Manager plays a key role in supporting account service functions across a high-volume book of personal lines business. This position works closely with account managers and producers to ensure client satisfaction, retention, and timely handling of service requests. Ideal candidates bring strong organizational skills, attention to detail, and a client-focused mindset.

Responsibilities

• Assist with daily servicing of personal lines accounts, including policy changes, renewals, billing inquiries, and claims support
• Process policy changes through agency management systems and carrier platforms (e.g., adding/replacing vehicles, coverage adjustments, mortgagee changes)
• Support Account Managers and Account Executives with managing workloads and ensuring timely completion of client requests
• Review applications, policies, endorsements, and audits for accuracy and completeness
• Coordinate renewal processes and manage expiration lists to ensure timely submission of information
• Build and maintain strong client relationships through professional communication and proactive service
• Deliver high levels of client advocacy by anticipating needs and resolving issues effectively

Qualifications/Requirements

• Minimum of 2 years' experience in personal lines account management or insurance support
• Property & Casualty license required, or willingness to obtain within 3–6 months of hire
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)
• Experience with Applied Epic or similar agency management systems preferred
• Strong administrative, organizational, and time management skills
• Ability to prioritize tasks, manage multiple deadlines, and work independently
• Excellent written and verbal communication skills
• Professional demeanor with a client-service orientation and a positive attitude

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

Job Title: Employee Benefits Specialist

Job Summary
The Employee Benefits Specialist plays a vital support role in the execution and management of employee benefit enrollment processes. This position focuses on system implementation, data accuracy, and service delivery for benefit plans involving groups ranging from 2 to 50 lives. The role supports internal account management teams, assists with enrollment issues, and provides technical and administrative assistance related to benefit platforms. Ideal candidates will have a strong attention to detail, technical aptitude, and a commitment to high-quality client service.

Responsibilities

• Support client setup and maintenance in benefit administration systems such as Employee Navigator, Paycom, or ADP WFN
• Enter and update employee benefit eligibility information; process enrollments and resolve discrepancies
• Test and launch system build-outs; manage data integrations such as EDI and API exchanges with carriers and vendors
• Maintain and update enrollment materials, plan documents, summaries, and employee-facing resources
• Process renewals and open enrollment records, including QLEs, EOIs, COBRA, and other eligibility events
• Perform audits and reconciliations in partnership with the account management team
• Respond to client, carrier, and vendor inquiries related to enrollment systems and eligibility issues
• Provide system training and demos for clients’ HR teams; manage eligibility mailboxes and maintain documentation
• Coordinate deduction reports and collaborate with external enrollment vendors as needed
• Develop microsites and assist in prioritizing tasks with EB leadership
• Maintain workflow logs and update benefits data within agency management systems
• Remain current on industry trends, benefit regulations, and vendor offerings
• Occasional travel may be required to support enrollment meetings or client needs

Qualifications/Requirements

• Life & Health license preferred or willingness to obtain
• Prior exposure to employee benefits, HRIS, or enrollment platforms is beneficial
• Strong technical skills and familiarity with systems like Employee Navigator, Keeper, OneDrive, and/or BenefitPoint
• Exceptional organizational skills and attention to detail
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Entry-level candidates with an interest in employee benefits administration are encouraged to apply

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-EL1

Commercial Account Assistant/CSR - REMOTE (Florida & Georgia Applicants ONLY)

Join our dynamic team at an established insurance agency where you'll play a crucial role as a REMOTE Insurance Assistant in our thriving commercial & personal lines department. We're looking for talented individuals who thrive on client service, problem-solving, and teamwork.

Responsibilities:

As a CSR/Insurance Assistant, you'll be at the forefront of customer service, supporting Commercial Account Managers, and ensuring account retention. You'll be responsible for providing impeccable service, independent thinking, and effective problem-solving.

Qualifications:

• Proficiency in policy quoting, binding, and issuing, changes, certificates and endorsements
• Ability to identify opportunities for account expansion and suggest relevant coverage.
• Collaborating with multiple producers and a seasoned service team.
• Cultivating professional customer service skills.
• Experience with Agency Management Systems such as EZ Lynx are preferred
• SALES experience is A PLUS!!

Requirements:

• 1-3 years of experience in an independent brokerage or agency.
• Active Property and Casualty (P&C) license.
• While a college degree is preferred, it's not mandatory.
• Experience in a collaborative team environment.
• Demonstrated ability to engage face-to-face with customers.
• Proficiency in data entry and online quoting.
• Providing administrative support and contributing to various projects as needed.

Don't miss this opportunity to join a team where your skills are valued, and your contributions make a real difference. Apply now and take the next step in your insurance career!

#REMOTE

#LI-DT1

#INDTJG-ST