Job Title: Commercial Insurance Account Manager

Job Summary

We are seeking a proactive and customer-focused Commercial Insurance Account Manager to join our dynamic team. The ideal candidate will be responsible for building and maintaining strong client relationships while ensuring high-quality support for commercial insurance accounts. You will act as a liaison between clients, insurance carriers, and internal teams, providing expert advice and ensuring seamless delivery of insurance services. This is an excellent opportunity for someone with exceptional account management skills to thrive in a collaborative and diverse environment.

Responsibilities

• Build, manage, and nurture relationships with commercial insurance clients to deliver exceptional service and meet customer needs.
• Handle renewals, policy changes, coverage inquiries, and billing activity for clients in a timely and professional manner.
• Identify and analyze client insurance needs, recommending effective coverage solutions that align with their goals and industry regulations.
• Collaborate with insurance carriers to negotiate terms, pricing, and coverage options in clients' best interests.
• Act as the primary point of contact for questions, concerns, and claims-related matters, providing ongoing communication and support.
• Stay informed on market trends, insurance regulations, and industry innovations to advise clients effectively.
• Maintain up-to-date and accurate client records, including files, correspondence, and insurance documentation.
• Partner with the sales and underwriting teams to identify opportunities for cross-selling and upselling within client portfolios.
• Proactively resolve issues, respond to complaints, and ensure client satisfaction is maintained at the highest level.
• Ensure compliance with company standards, legal requirements, and ethical business practices.

Qualifications/Requirements

• Proven experience as an Account Manager within the commercial insurance industry.
• Strong knowledge of commercial insurance policies, underwriting processes, and industry markets.
• Exceptional communication and interpersonal skills, with the ability to build trust and rapport with diverse client groups.
• Highly organized and detail-oriented, with the ability to manage multiple accounts and prioritize work effectively.
• Proficient in using CRM platforms, insurance agency management systems, and other relevant software tools.
• Holds an active P&C (Property and Casualty) insurance license.
• Demonstrated problem-solving skills and the ability to make sound decisions under pressure.

Compensation Package

• Compensation: Between $70K-$78K (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-AP1

Job Title: Commercial Lines Account Manager (Part-Time)

Job Summary

We are seeking a detail-oriented and customer-focused Commercial Lines Account Manager to join our team on a part-time basis. In this role, you will manage and service a portfolio of commercial insurance clients, ensuring their needs are met with exceptional service. You will work collaboratively with our sales and operations teams to maintain client satisfaction, foster long-term relationships, and deliver tailored insurance solutions. This flexible, part-time role is ideal for someone with experience in account management and a passion for delivering outstanding support to clients.

Responsibilities

• Act as the primary point of contact for assigned commercial insurance clients, developing strong and trusted relationships.
• Review, negotiate, and manage insurance renewals, endorsements, and policy changes to meet clients' needs effectively.
• Provide ongoing client education about their insurance products, ensuring clarity and alignment with their business objectives.
• Conduct risk assessments for clients to recommend appropriate coverage and minimize exposure.
• Collaborate with insurance carriers to address policy inquiries, claims, and other matters on behalf of clients.
• Maintain accurate and up-to-date client records in the agency management system.
• Support the onboarding of new clients, including the preparation of proposals and applications.
• Monitor and uphold compliance with insurance regulations and company policies.
• Work closely with internal teams to ensure a seamless client experience and resolve service issues promptly.
• Proactively identify opportunities for cross-selling or upselling additional insurance products.

Qualifications/Requirements

• Proven experience in commercial insurance account management.
• At least 5 years of independent agency experience required.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of commercial lines insurance products, including general liability, property, workers’ compensation, and other coverages.
• Exceptional communication, organizational, and problem-solving skills.
• Proficiency in agency management systems and Microsoft Office Suite.
• Ability to multitask, prioritize, and manage time effectively in a part-time setting.
• Strong attention to detail and a proactive approach to identifying client needs.

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-MS3

Commercial Lines Agent (Farm/Agriculture)

Job Summary
We are seeking a dedicated and experienced Commercial Lines Agent with a focus on farm and agriculture to join our growing team. As a licensed account manager, you will play a critical role in maintaining and growing our farm and agriculture clientele by delivering exceptional customer service and tailored insurance solutions. The ideal candidate has a passion for farm/agriculture insurance, strong sales acumen, and the ability to build long-lasting relationships with clients from diverse backgrounds.

Responsibilities

• Develop, manage, and grow a portfolio of commercial farm and agriculture insurance clients.
• Conduct insurance evaluations and provide tailored solutions to meet clients’ coverage needs in areas such as crop insurance, livestock, farm equipment, and property coverage.
• Identify client risks and clearly explain available coverage options, policy limitations, and exclusions.
• Provide high-quality customer service by responding to client inquiries, resolving coverage or billing issues, and processing changes to policies.
• Work closely with insurance carriers to secure quotes, negotiate terms, and ensure optimal pricing and coverage for clients.
• Collaborate with internal teams, including claims managers and underwriters, to deliver seamless service.
• Monitor and ensure compliance with all state licensing and regulatory requirements.
• Maintain strong knowledge of industry trends, agricultural practices, and competitor products to remain a trusted advisor for clients.
• Assist in marketing initiatives to attract new business and retain existing clients.

Qualifications/Requirements

• Active Property & Casualty Insurance License is required.
• Minimum of 2 years of experience as a Commercial Lines Account Manager or in a similar insurance sales/client management role, preferably focused on farm/agriculture.
• Strong knowledge of commercial farm/agriculture insurance products, trends, and state-specific policies.
• Excellent communication skills with the ability to build trust and rapport with clients from diverse backgrounds and cultures.
• Proven ability to meet or exceed sales targets and manage multiple deadlines efficiently.
• Strong attention to detail and organizational skills.
• Proficiency in insurance agency management software and MS Office Suite.
• A self-starter mentality with the ability to work independently and collaboratively in a team environment.
• Agricultural background or experience is a plus.

Compensation Package

• Compensation: Between $40k-$60k (based on experience) + Commission.
• 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-MB4

Job Title: Commercial Lines Account Manager

Job Summary

We are seeking a diligent, proactive, and customer-focused Commercial Lines Account Manager to join our dynamic team. In this role, you will manage a portfolio of commercial insurance accounts, foster strong relationships with clients, and ensure their needs are met with tailored insurance solutions. You will work collaboratively with our sales, underwriting, and claims teams to provide exceptional service. This position offers an outstanding opportunity for professional growth and advancement in an inclusive and supportive workplace.

Responsibilities

• Serve as the primary point of contact for a portfolio of commercial lines accounts, building and maintaining strong client relationships.
• Assess clients' business needs and risks to make informed recommendations on suitable insurance solutions.
• Review and process policy renewals, endorsements, audits, and cancellations, ensuring accuracy and compliance with company and industry standards.
• Respond to client inquiries promptly, addressing any concerns regarding coverage, policy details, or claims.
• Collaborate with internal departments, including sales representatives, underwriters, and claims specialists, to deliver seamless service to clients.
• Proactively identify opportunities to expand client relationships through cross-selling or upselling additional products and services.
• Stay informed about trends, regulations, and updates within the commercial insurance industry.
• Monitor and follow up on outstanding client requirements, ensuring timely resolution of all account activities.
• Maintain accurate and comprehensive account records in the agency management system.

Qualifications/Requirements

• 2+ years of experience in an account management role, within the commercial insurance industry.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong knowledge of commercial insurance products, coverages, and underwriting practices.
• Exceptional communication skills, with the ability to connect and build trust across a diverse client base.
• Outstanding organizational and time management skills, with an ability to balance multiple priorities in a fast-paced environment.
• Proficiency in Microsoft Office Suite and familiarity with insurance agency management systems.
• Demonstrated commitment to fostering an inclusive and equitable workplace.
• Problem-solving and analytical skills with a customer-centered approach to service delivery.

Preferred Qualifications:

• Experience handling large or complex commercial accounts.
• Industry certifications such as CIC, CPCU, or CRM.

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-MB4

Job Title: Commercial Lines Account Manager

Job Summary

We are seeking an experienced, dynamic, and detail-oriented Commercial Lines Account Manager to join our team. In this role, you will serve as a key point of contact for clients, ensuring their commercial insurance needs are managed with exceptional accuracy and care. You will build strong client relationships, provide high-quality service, and contribute to our core mission of delivering outstanding insurance solutions. This position offers significant opportunities for professional growth in a collaborative and inclusive work environment.

Responsibilities

• Develop and maintain strong relationships with commercial clients, acting as their primary point of contact for insurance-related concerns.
• Manage a portfolio of commercial insurance accounts by analyzing client needs and providing tailored insurance solutions.
• Process account renewals, endorsements, and changes efficiently and in compliance with agency and carrier guidelines.
• Support clients during claim processes, advocating for timely resolution and exceptional service.
• Collaborate with producers, underwriters, and other team members to ensure accurate and complete policy issuance and servicing.
• Conduct periodic policy reviews to identify upselling or cross-selling opportunities while prioritizing the client's best interests.
• Ensure all documentation is accurate, complete, and entered into the agency management system in a timely manner.
• Stay informed about industry trends, regulations, and emerging risks to provide proactive, relevant advice to clients.
• Handle client inquiries with professionalism and provide prompt and accurate responses.

Qualifications/Requirements

• 2-4+ years of relevant insurance industry experience preferred.
• Holds an active P&C (Property and Casualty) insurance license.
• Proven ability to understand and manage various commercial insurance lines.
• Demonstrated proficiency in account management systems and tools.
• Exceptional communication skills, both written and verbal, with a client-focused approach.
• Strong analytical, organizational, and time-management skills with high attention to detail.
• Proven ability to multitask and prioritize responsibilities in a fast-paced environment.
• Ability to work both independently and collaboratively in a team-oriented setting.

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-CA1

Job Title: Commercial Insurance Account Manager

Job Summary

We are seeking a highly motivated and detail-oriented Commercial Insurance Account Manager to join our dynamic and inclusive team. In this role, you will serve as a key liaison between clients and insurance providers, ensuring optimal coverage, excellent service, and long-term relationship building. The ideal candidate is an expert in account management who thrives on providing tailored solutions and delivering exceptional customer experiences. Join us in a collaborative work environment where your skills, insights, and innovative ideas will be highly valued.

Responsibilities

• Serve as the primary point of contact for a portfolio of commercial insurance clients, maintaining strong, positive relationships.
• Analyze client insurance needs, recommend appropriate coverage options, and present tailored solutions.
• Facilitate policy renewals, endorsements, and mid-term changes with a focus on accuracy and timeliness.
• Collaborate with insurance carriers to negotiate terms, pricing, and coverage enhancements for clients.
• Review policy documents for accuracy and ensure proper documentation is maintained in compliance with regulatory and company standards.
• Respond promptly to client inquiries, resolve issues, and provide exceptional service that exceeds expectations.
• Work closely with internal teams, such as underwriters and claims specialists, to manage client accounts effectively.
• Educate clients on risk management strategies and new insurance products or services.
• Proactively identify cross-selling opportunities for additional products or coverage expansions.
• Maintain up-to-date knowledge of industry trends, regulations, and competitive products.

Qualifications/Requirements

• Proven experience as an Account Manager in the commercial insurance industry, or equivalent role.
• Previous Real Estate and Commercial Property experience is required.
• Strong understanding of commercial insurance products, coverages, and risk management strategies.
• Exceptional communication, negotiation, and interpersonal skills, with a focus on customer service excellence.
• Highly organized with the ability to manage multiple client accounts and deadlines simultaneously.
• Proficient in insurance management systems and office productivity tools.
• Holds an active P&C (Property and Casualty) insurance license.

Compensation Package

• Compensation: Between $80k-$100k (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-CD3

Job Title: Personal Lines Account Manager

Job Summary

We are seeking a motivated and detail-oriented Personal Lines Account Manager to join our dynamic team. In this role, you will work closely with clients to provide exceptional service and manage their personal insurance needs. The ideal candidate is a proactive problem solver who excels in building relationships and delivering tailored solutions.

Responsibilities

• Serve as the primary point of contact for personal lines insurance clients, ensuring exceptional customer support and satisfaction.
• Manage a portfolio of accounts, identifying clients' needs, and recommending coverage options tailored to their unique requirements.
• Process policy renewals, endorsements, and claims efficiently while maintaining accurate client files.
• Collaborate with underwriters and carriers to negotiate terms and secure suitable coverage options.
• Educate clients on insurance products, policy terms, and coverage options to help them make informed decisions.
• Proactively conduct account reviews to ensure adequate coverage and identify opportunities for upselling or cross-selling.
• Resolve client inquiries and concerns promptly, fostering trust and long-term relationships.
• Stay up-to-date on industry trends, market changes, and new product offerings to provide the best possible solutions for clients.
• Contribute to team goals and initiatives, promoting an inclusive and collaborative work environment.

Qualifications/Requirements

• At least 3 years of relevant insurance industry experience required; 5+ years preferred.
• Holds an active P&C (Property and Casualty) insurance license.
• Strong interpersonal and communication skills, with the ability to build trust and rapport with a diverse clientele.
• Detail-oriented with exceptional organizational and time-management skills.
• Ability to assess client needs, solve problems, and manage multiple tasks with accuracy and efficiency.
• Proficiency in relevant software tools, such as agency management systems, CRMs, and Microsoft Office Suite.
• Team-oriented mindset and commitment to fostering an inclusive workplace.

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

Personal Lines Insurance Account Representative

Established agency seeking to add a personal lines account manager to their team.

Responsibilities include:

• Handling Standard accounts
• Client presentations and ability to resolve client concerns and issues
• Review and recommend coverages for clients with a focus on satisfaction, retention and rounding existing accounts
• Liaison between clients and carriers

• Ability to cross sell and help walk-in/phone- sales questions

• Ability to handle all types of personal insurance
• Order and process renewal & change requests
• Advise of coverage recommendations and assist clients with Insurance claims
• Assist in retaining accounts: follow up on cancelations & Broker of Record Letters
• Cross sell & round out accounts

Requirements:

• Must have an active P&C license
• Must have working knowledge of agency management software

• Must have excellent presentation and communication skills
• Ability to multi-task and work in fast paced Insurance environment

• Ability to work within a team environment
• Ability to self-direct the completion of insurance related job duties

#LI-SW1

Position Summary:

We are seeking a Private Client Placement Specialist to join our team in Richmond, Virginia. This role is responsible for marketing, quoting, and binding new personal lines business. The ideal candidate will foster strong relationships with our members and carrier underwriters, act as a liaison between clients and insurance providers, and deliver outstanding service to all our partners.

Key Responsibilities:

• Review incoming new business submissions, triage based on eligibility, and determine which accounts to pursue or decline based on class of business, timing, or non-standard/E&S criteria, following established guidelines.

• Market both new and renewal business by aligning applicant profiles with carrier appetite and geography. Prepare proposals using carrier systems and relay results to members.

• Build and maintain strong relationships with our members. Collaborate with Regional Sales Directors/Leaders to identify and act on cross-sell opportunities.

• Stay current on underwriting principles, insurance regulations, best practices, and carrier preferences. Educate members on coverage options, insurance needs, and pricing.

• Manage a follow-up system to track quotes, correspondence, and outstanding items needed to bind policies and close business effectively.

• Keep electronic records organized and up-to-date in line with our standard operating procedures.

• Deliver prompt, professional, and courteous service to all members and carrier partners.

• Support and contribute to team and individual premium growth goals.

• Perform other duties or special projects as assigned by management.

Qualifications:

• Bachelor’s degree in Finance, Business, or a related field, or equivalent experience (8+ years in personal lines insurance).

• Minimum of 2 years of experience in personal lines insurance.

• Strong technical proficiency with CRM systems, Microsoft Word, Excel, and PowerPoint; experience with Applied Epic is a plus.

• Comprehensive knowledge of personal lines insurance coverages and carrier markets.

#LI-KD1