Commercial Insurance Marketer

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

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BJ1

Job Title: High Net Worth Personal Lines Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Personal Insurance Account Manager who has experience with high net worth clients to join a dynamic team. In this role, you will build and maintain strong relationships with clients, deliver exceptional customer service, and ensure the seamless management of a diverse portfolio of commercial insurance accounts. You will work closely with producers, underwriters, and other internal teams to provide tailored risk management solutions for clients. If you're an experienced professional with a passion for customer satisfaction and a deep knowledge of the insurance industry, we encourage you to apply.

Responsibilities

• Manage and maintain an assigned portfolio of personal insurance accounts, ensuring client satisfaction and retention.
• Serve as the primary point of contact for clients, responding promptly to inquiries, resolving issues, and providing expert guidance on insurance policies.
• Collaborate with sales producers and underwriters to design and present comprehensive insurance solutions tailored to meet clients' unique business needs.
• Process policy renewals, endorsements, cancellations, and other transactions with accuracy and timeliness.
• Conduct periodic policy reviews with clients to discuss coverage options, identify potential gaps, and assess evolving insurance needs.
• Assist with claims processing by guiding clients through procedures and liaising with insurers for efficient resolution.
• Monitor and document client interactions in the agency management system to ensure transparency and continuity of service.
• Stay current with insurance industry trends, regulations, and market developments to provide informed advice to clients.
• Actively contribute to ongoing process improvements, team collaboration, and department initiatives.

Qualifications/Requirements

• Proven experience as an Account Manager (minimum of 5+ years) in personal insurance handling high net worth clients.
• Active and valid P&C (Property and Casualty) License.
• Strong knowledge of commercial insurance products, coverage types, and industry practices.
• Exceptional customer service skills with a proactive and client-focused approach.
• Strong organizational abilities, including prioritizing tasks, managing deadlines, and keen attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.
• Proficiency in Epic agency management systems and Microsoft Office Suite is a MUST.
• Team player with a strong work ethic and the ability to thrive in a collaborative environment.
• Experience working with a variety of industries or specialized insurance markets - 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.

#LI-SL1

• Previous experience working with standard and/or high net worth personal lines coverages in a brokerage/agency setting. 
• Experience maintaining client relationships.
• Negotiate with carrier underwriters on behalf of clients for best rates.
• Ability to handle new and renewal submission.  
• Prior experience quoting binding and issuing policies. 
• Experience working with multiple carriers and rating systems. 
• Overall account management.

• Proven customer service and sales skills.
• Excellent organizational skills.
• Ability to self-direct the completion of job duties.
• Must hold Property & Casualty License.

#LI-BJ1

Position: Marketing Account Executive – Commercial Lines

Compensation Package:

• Salary Range: $125,000 – $220,000 (based on experience)
• Benefits: Health, Dental, and Vision Insurance, Paid Time Off, 401(k) with Company Match, Tuition Reimbursement, Hybrid Work Options

Role Overview

The Marketing Account Executive – Commercial Lines is responsible for leading and coordinating marketing activities for new and renewal business, while supporting Producers in sales and client service efforts.

Key Responsibilities:

• Serve as a consultative point of contact for clients, identifying needs and providing coverage recommendations with supporting rationale.
• Demonstrate strong negotiation skills and respond to Requests for Proposals (RFPs).
• Participate in prospect meetings and direct mid-year reviews.
• Collaborate with national leadership to drive Line of Business (LOB) strategy and initiatives.
• Lead, mentor, and train other account service team members.

Desired Qualifications

• Bachelor’s degree or equivalent combination of education and/or related experience.
• Minimum of six years of relevant insurance industry experience.
• Holds an active P&C (Property and Casualty) insurance license.
• Broad knowledge of markets, policies, and coverage issues across multiple states and industries.
• Strong organizational skills with the ability to plan and prioritize workload effectively.
• Proven leadership skills to guide, develop, and support team members.
• Excellent communication and interpersonal abilities to build and maintain business relationships.
• Strong persuasion and negotiation skills when working with carriers and motivating staff.
• Sound judgment and problem-solving ability to analyze information and resolve client, market, or internal issues.
• Proficiency in Microsoft Office Suite and related applications.
• Ability to travel overnight as needed.

Preferred Qualifications

• Advanced degree(s).
• Additional insurance designations or certifications.
• Extensive prior experience leading teams or managing complex projects.

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-RM10
#INDTJG-ST

Commercial Insurance Marketing Specialist

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

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license

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-BO1

Commercial Insurance Marketing/Placement Specialist

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

The ideal candidate will have the following qualifications:

• Experience working with multiple lines coverage.
• Ability to manage a large, established book of business. 
• Prior experience in a client facing role, building and maintaining relationships
• Ability to handle new and renewal business, including coverage review and endorsements.  
• Ability to review insurance contracts for accuracy. 
• Complete and prepare certificates, proposals, policy summaries, and reviews.
• Ability to work independently or as part of a team to support sales and drive agency revenue.
• Responsible for retention of all accounts assigned to them.
• Apply problem solving techniques to various issues including cancellations, claims, renewal issues, audits, receivables, carrier issues.
• Experience in brokerage setting.
• Carry an active P&C license.

#LI-BJ1

Job Title: CL Marketing Account Manager - 3/2 schedule

Job Summary

Seeking a dynamic and results-driven Commercial Lines (CL) Marketing Account Manager to join a team. The ideal candidate will play a critical role in managing relationships with clients, developing marketing programs, and working closely with internal teams to ensure the seamless execution of marketing campaigns. This role encompasses account management, strategy development, and collaboration, with a focus on customer satisfaction and achieving business goals.

Responsibilities

• Build and maintain meaningful relationships with commercial lines clients to ensure alignment with their marketing goals and objectives.
• Serve as the primary point of contact for assigned accounts, addressing inquiries, concerns, and delivering ongoing support.
• Develop and implement strategic marketing plans tailored to client objectives, driving measurable campaign results.
• Collaborate with cross-functional teams including creative, analytics, and operations to ensure the accurate and timely execution of marketing programs.
• Conduct competitive analysis, market research, and regular reporting to present campaign performance updates and actionable insights to both clients and internal stakeholders.
• Proactively identify upsell or cross-sell opportunities to further strengthen client relationships and maximize revenue opportunities.
• Manage budgets, timelines, and project deliverables efficiently to meet deadlines and exceed client expectations.

Qualifications/Requirements

• Proven experience as an Account Manager or related role, preferably within the Commercial Lines industry.
• Exceptional communication and interpersonal skills, with the ability to build trust and rapport with diverse clients and team members.
• Strong analytical and problem-solving skills, with the ability to interpret campaign data and make data-driven decisions.
• Demonstrated project management skills, including the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in marketing tools and agency management software. 
• Strong organizational, time management, and attention-to-detail skills.

Compensation Package

• Compensation: Between $90K-$130K (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-EZ1

• Lead complex renewal cycles from start to finish, ensuring client programs are optimally structured and placed.

• Evaluate existing coverage, loss trends, and exposures to design customized renewal strategies that mitigate risk and meet client goals.

• Negotiate with carriers and underwriters to secure competitive terms and program designs, leveraging your market knowledge and relationships.

• Act as a trusted advisor to internal teams and clients, providing insight on coverage nuances, program alternatives, and emerging trends.

• Prepare and present renewal proposals and recommendations that clearly explain options, pricing, and program changes.

• Develop and maintain strong partnerships with carrier contacts, ensuring reliable market access and timely support.

• Collaborate with internal teams across account management, claims, and analytics 

What We’re Looking For

• Deep understanding of casualty lines, large/complex account structures, and multi-state exposures.

• Proven ability to manage multiple renewals simultaneously while maintaining exceptional accuracy and attention to detail.

• Strong negotiation and communication skills — able to simplify complex insurance concepts for clients.

• P&C License required 

• Bachelor’s degree preferred, or equivalent industry experience.

KR-LI1

Job Title: Commercial Insurance Account Manager

Job Summary

Seeking a highly motivated and detail-oriented Commercial Insurance Account Manager to join a dynamic team. In this role, you will build and maintain strong relationships with clients, deliver exceptional customer service, and ensure the seamless management of a diverse portfolio of commercial insurance accounts. You will work closely with producers, underwriters, and other internal teams to provide tailored risk management solutions for clients. If you're an experienced professional with a passion for customer satisfaction and a deep knowledge of the insurance industry, we encourage you to apply.

Responsibilities

• Manage and maintain an assigned portfolio of commercial insurance accounts, ensuring client satisfaction and retention.
• Serve as the primary point of contact for clients, responding promptly to inquiries, resolving issues, and providing expert guidance on insurance policies.
• Collaborate with sales producers and underwriters to design and present comprehensive insurance solutions tailored to meet clients' unique business needs.
• Process policy renewals, endorsements, cancellations, and other transactions with accuracy and timeliness.
• Conduct periodic policy reviews with clients to discuss coverage options, identify potential gaps, and assess evolving insurance needs.
• Assist with claims processing by guiding clients through procedures and liaising with insurers for efficient resolution.
• Monitor and document client interactions in the agency management system to ensure transparency and continuity of service.
• Stay current with insurance industry trends, regulations, and market developments to provide informed advice to clients.
• Actively contribute to ongoing process improvements, team collaboration, and department initiatives.

Qualifications/Requirements

• Proven experience as an Account Manager (minimum of 3+ years) in commercial insurance or a related role.
• Active and valid P&C (Property and Casualty) License.
• Strong knowledge of commercial insurance products, coverage types, and industry practices.
• Exceptional customer service skills with a proactive and client-focused approach.
• Strong organizational abilities, including prioritizing tasks, managing deadlines, and keen attention to detail.
• Excellent verbal and written communication skills, with the ability to explain complex insurance concepts clearly.
• Proficiency in agency management systems (e.g., AMS360, Applied Epic) and Microsoft Office Suite.
• Team player with a strong work ethic and the ability to thrive in a collaborative environment.
• Experience working with a variety of industries or specialized insurance markets - 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.

#LI-SL1

Commercial Lines Placement Specialist

Job Summary

Seeking a highly motivated and experienced Commercial Lines Placement Specialist to join a growing brokerage team. This role involves working with middle-market and large accounts across a variety of industries, focusing on placing complex risks and delivering effective insurance solutions. The position offers the opportunity to leverage strong market relationships and technical expertise to achieve optimal outcomes for clients.

Compensation Package

• Salary Range: $120,000 - $140,000 annually
• Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Develop a comprehensive understanding of the company’s scope of expertise, structure, and value proposition.
• Coordinate placement strategies with Client Advisers and Account Executives to achieve optimal outcomes for clients.
• Lead competitive coverage placement processes, demonstrating strong negotiation skills to secure favorable terms.
• Maintain productive relationships with underwriters at key trading partners.
• Collaborate with national placement resources to address clients’ coverage needs comprehensively.
• Assist in preparing submissions and applications required by the underwriting community.
• Direct submissions to appropriate trading partners and negotiate best-in-class coverage terms, conditions, and costs.
• Prepare coverage comparisons based on quotations and proposals received from underwriters.
• Serve as a secondary internal source of information on market trends, pricing practices, and underwriting policies.
• Promote the utilization of strategic trading partners to maintain secure and dependable relationships.
• Support senior staff in larger, more complex placements as needed.

Qualifications/Requirements

• Licenses/Certifications: Active Property and Casualty (P&C) insurance license or ability to obtain within 90 days.
• Experience:
  • Minimum of 1+ years of industry experience in commercial insurance brokerage, placement, carrier underwriting, or carrier relationship management.
  • 4+ years of preferred experience in related roles.
• Knowledge:
  • Thorough understanding of national insurance broker sales, service, and placement processes.
  • Familiarity with small commercial and middle-market account segments, standard property and casualty products, and the Excess and Surplus Lines marketplace.
• Skills:
  • Strong project/process management discipline and follow-through.
  • Effective communication, negotiation, and interpersonal skills.
  • Analytical and creative thinking abilities.
  • Proficiency in Microsoft Office Suite, with mid-level expertise in Excel.
  • Familiarity with Epic software (preferred but not mandatory).
• Soft Skills:
  • Collaborative nature with a results-driven mindset.
  • Action-oriented, ambitious, and committed to continuous learning.
  • Ability to influence and negotiate effectively with trading partners.

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