Commercial Lines Account Manager

Job Summary

Seeking a motivated and detail-oriented Commercial Lines Account Manager to join a team. In this role, you will act as the primary point of contact for clients, managing their commercial insurance accounts with exceptional accuracy, efficiency, and professionalism. You will support clients by maintaining relationships, addressing insurance needs, and ensuring their satisfaction. If you have a passion for client-centered service and enjoy working in a team-oriented environment, we encourage you to apply.

Responsibilities

• Develop and maintain strong, positive relationships with clients by providing timely, accurate, and excellent customer service.
• Manage client accounts, including policy renewals, changes, and claims processing.
• Review insurance policies to ensure coverage aligns with client requirements and identify opportunities for upgrades or additional coverage.
• Serve as the primary point of contact for clients, answering inquiries, providing policy guidance, and addressing issues promptly.
• Collaborate with insurance carriers to negotiate competitive terms and resolve any policy discrepancies.
• Assist in developing tailored insurance solutions that meet the unique needs of clients.
• Maintain detailed and organized client records in compliance with company and regulatory standards.
• Partner with the sales team to identify opportunities to cross-sell or expand coverage options.
• Keep up to date on industry trends, policy changes, and relevant regulations.
• Contribute to a positive team environment by sharing knowledge and fostering collaboration.

Qualifications/Requirements

• Proven experience as an Account Manager in the insurance industry, particularly in Commercial Lines, is preferred.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong understanding of commercial insurance products, policies, and regulations.
• Exceptional interpersonal, verbal, and written communication skills.
• Strong organizational and time management skills, with the ability to manage multiple accounts and prioritization effectively.
• Demonstrated ability to assess client needs and recommend relevant solutions.
• Detail-oriented with exceptional problem-solving and analytical skills.
• Proficiency in insurance management software and MS Office Suite.
• Commitment to continuous education and professional development in the field.

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-DB3

Commercial Insurance Account Manager

Job Summary

Seeking an experienced and results-driven Commercial Insurance Account Manager to join a dynamic team. In this role, you will build and maintain strong client relationships, manage customer accounts, and drive revenue growth. You will act as the main liaison between the company and its commercial clients, ensuring their needs are met while aligning with the organization’s strategic objectives. This is an exciting opportunity for someone passionate about customer success, business development, and fostering long-term partnerships.

Responsibilities

• Build, nurture, and maintain strong relationships with commercial clients to ensure satisfaction and retention.
• Identify customer needs and successfully offer solutions using company products and services.
• Develop and execute account strategies to meet business objectives and revenue goals.
• Proactively identify growth opportunities by analyzing market trends and customer feedback.
• Act as the primary point of contact for assigned accounts, addressing client inquiries and resolving issues promptly.
• Collaborate with internal teams, including sales, marketing, and product development, to deliver outstanding customer experiences.
• Negotiate contracts and agreements with clients to maximize company profitability while maintaining strong client relationships.
• Consistently track and report account activity, progress toward goals, and market insights to senior management.
• Maintain an up-to-date understanding of key market developments, industry trends, and competitor activities.

Qualifications/Requirements

• Proven experience in account management, client relationship management, or related roles, preferably in a commercial business environment.
• Bachelor's degree in Business Administration, Marketing, or a related field (or equivalent experience).
• Exceptional interpersonal and communication skills, both verbal and written.
• Strong problem-solving and negotiation abilities with a client-focused attitude.
• Demonstrated ability to manage multiple accounts and priorities simultaneously.
• Experience with CRM software and a strong proficiency in Microsoft Office Suite.
• Analytical mindset with the ability to interpret financial, sales, and performance data.
• High level of self-motivation, organization, and attention to detail.

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-AB1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing and dynamic team. This role is integral to providing exceptional service to the clients, managing a diverse portfolio of accounts, and supporting the producers. If you are a motivated professional looking to build a long-term career in a family-oriented, value-driven, and flexible agency, we encourage you to apply.

Compensation Package

• Salary: $75,000 - $85,000 annually + bonus opportunities
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Provide comprehensive service to clients, ensuring their needs are met with professionalism and efficiency
• Support producers by handling policy changes, issuing certificates of insurance, and reviewing policies
• Manage renewals, process client requests, and perform policy changes
• Work with a variety of industries, including contractors, landscapers, and sanitation, with account sizes up to $1 million
• Maintain and service a book of business totaling $4.3 million in premium
• Utilize EPIC software for daily operations

Qualifications/Requirements

• Minimum of 3 years of experience in a similar role (2-4 years preferred)
• Active Property & Casualty (P&C) and Life & Health (L&H) licenses
• Proficiency in EPIC software is preferred
• Strong organizational and communication skills
• Ability to work collaboratively in a team-oriented environment
• Commitment to professional growth and staying updated on industry trends

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-JS1

Assistant Account Executive

Job Summary

Seeking a dedicated and detail-oriented Assistant Account Executive to join a team. This role is integral to supporting growing operations in the construction insurance sector. The ideal candidate will have a strong understanding of General Liability and Excess Policies, particularly within the construction space, and will be responsible for assisting with renewals, endorsements, proposals, and client communications. This is an excellent opportunity to join a family-oriented, flexible, and efficient organization with a collaborative culture.

Compensation Package

• Salary: $60,000 - $80,000 annually, based on experience
• Competitive benefits package, paid time off, professional development opportunities, etc.

Responsibilities

• Assist with renewal processes, including sending and following up on renewal emails and documentation 90 days prior to deadlines
• Update underwriting analysis and client records as needed
• Process endorsements, policies, forms, and tax filings
• Prepare proposals and finance agreements
• File documents and emails from insureds/agents
• Occasionally make outbound calls to agents to follow up on pending items
• Support quoting of new and renewal business
• Collaborate with the Account Executive and other team members to ensure efficient workflow

Qualifications/Requirements

• Licenses/Designations: Property & Casualty (P&C) license required
• Experience: Minimum of 5+ years in a similar role, preferably in the construction insurance sector
• Technical Skills: Proficiency in Applied EPIC and TAM software
• Soft Skills:
  • Team player with the ability to work independently
  • Driven, self-motivated, and goal-oriented
  • Strong communication skills
  • Detail-oriented with excellent organizational skills
  • Demonstrates good tenure and commitment to professional growth

#LI-IK1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a growing and dynamic team. The successful candidate will manage a diverse book of business, providing exceptional service to clients and contributing to the continued growth of the agency.

Compensation Package

• Salary Range: $60,000 - $80,000 (flexible based on experience)
• Incentives: New Business Bonuses (5% of premium for any call-ins or personally brought-in business)
• Benefits: Comprehensive benefits package

Responsibilities

• Manage a $1.2 million book of business, including accounts up to $50,000 in size (average $15,000)
• Provide end-to-end servicing of commercial lines accounts, including quoting new and renewal business
• Work with a variety of accounts, including contractors, real estate, and construction
• Collaborate with carriers such as Hanover Mutual, Vermont Mutual, and Merchants Mutual
• Build and maintain strong client relationships, ensuring high levels of satisfaction and retention
• Identify opportunities for new business and contribute to the agency's growth

Qualifications/Requirements

• Licensure: Property & Casualty (P&C) License preferred
• Experience: Minimum of 2 years of commercial lines experience
• Technical Skills: Proficiency in using agency management software
• Strong organizational and communication skills
• Ability to work independently and collaboratively in a team-oriented 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-BH1

Personal Insurance Account Manager

 Established agency seeking a detail-oriented person who demonstrates clear knowledge and understanding of personal lines insurance coverage. 

 The ideal candidate will have the following qualifications:

• Experience working with home, auto, and umbrella coverage.
• Prior experience in a client facing role, building and maintaining relationships.
• Ability to handle new and renewal business.
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Worked with multiple carriers.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Must carry an active P&C license.

#LI-IP1

Commercial Lines Account Manager

Job Summary

Seeking a dedicated and experienced Commercial Lines Account Manager to join a dynamic and growing team. This role involves managing a diverse portfolio of commercial accounts, with a focus on providing exceptional service and fostering strong client relationships. The ideal candidate will have a proven track record in commercial insurance, excellent organizational skills, and the ability to thrive in a fast-paced environment.

Compensation Package

• Salary Range: $60,000 - $80,000 annually (commensurate with experience)
• Incentives: 20% commission on new business
• Additional Benefits: Comprehensive benefits package, opportunities for professional growth, and a supportive, team-oriented work environment.

Responsibilities

• Manage a Colorado-based book of business, including accounts in construction, contractors, and other industries.
• Provide end-to-end servicing of commercial lines accounts, ensuring client satisfaction and retention.
• Cross-sell additional lines of business to existing clients.
• Act as a trusted advisor, protecting the best interests of clients and partners.
• Collaborate with team members to achieve organizational goals and maintain a positive workplace culture.

Qualifications/Requirements

• Licenses/Certifications: Property & Casualty (P&C) license required.
• Experience: 3-5 years of commercial agency experience preferred; candidates with less experience but exceptional skills will also be considered.
• Familiarity with Epic software is a plus.
• Strong multitasking abilities to manage various projects and tasks in a fast-paced environment.
• Excellent communication skills, both written and verbal, to ensure clear and professional interactions with clients.
• Highly organized with the ability to plan and execute tasks efficiently.
• Team-oriented mindset with a positive attitude and a commitment to collaboration.

#LI-TS1

Commercial Insurance Account Manager- Hybrid

Job Summary:

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

Description:

The ideal candidate will have the following qualifications:

• Ability to manage a large, established book of business.
• Prior experience in a client-facing role.
• Experience with various insurance products and maintaining client relationships.
• Ability to handle new and renewal submissions. 
• Ability to review insurance contracts for inaccuracies.
• Process endorsements, placement requests, and invoicing.
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Check policy coverage and endorsements on all new business and renewals.

• Ability to work independently or as part of a team.
• Directly responsible for the retention of all accounts assigned to the team.

• Apply problem-solving techniques to various issues concerning cancellations, claims, renewal issues, audits, receivables, and carrier issues.

Requirements:

• Must have an active P&C license
• Has at least 2 years of account management experience
• Possess above-average computer skills, and become proficient in various needed programs

#LI-RM8

High Net Worth Account Executive

Job Summary
A leading independent insurance agency is seeking a highly motivated and experienced professional to join the High Net Worth (HNW) Personal Lines team. The Account Executive will be responsible for managing all aspects of daily client service, renewals, and re-marketing across P&C personal insurance lines. This role offers the opportunity to work with sophisticated clients in an autonomous and supportive environment.

Compensation

• Compensation: Between $90K-$110K (based on experience).
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Key Responsibilities

• Manage day-to-day client service, including policy changes, binders, certificates, ID cards, and billing inquiries
• Provide claims counseling and assistance during the settlement process
• Assist with applications, risk profile assessments, and renewal questionnaires
• Review policy terms and limits to ensure adequacy for client needs and risk profile
• Re-market renewals when necessary, negotiating terms with incumbent and alternative carriers
• Prepare and present detailed renewal reviews to clients
• Implement new and renewal programs, ensuring clients receive comprehensive coverage documentation
• Identify opportunities to cross-sell, upgrade, or enhance existing coverage

Qualifications & Competencies

• 5+ years of personal lines experience, with a focus on HNW client and account management
• Experience with carriers specializing in HNW clients (e.g., Chubb, Cincinnati, AIG, PURE, etc.)
• Expertise across multiple coverage types, including Auto, Home, Umbrella, Flood, Boat & Yacht, and Family Office
• Holds an active P&C (Property and Casualty) insurance license
• Proficiency with agency management software and standard office applications
• Strong communication, organizational, and leadership skills
• Ability to thrive in a team-oriented environment and manage responsibilities independently

#LI-JL1