Commercial Insurance Account Manager

Veracity Insurance Solutions, LLC•Pleasant Grove, UT

12h•Remote

About The Position

We’re seeking a talented, detail-oriented Commercial Insurance Account Manager to join our team. Reporting to the Director of Retail Agency Operations, this remote role will be responsible for managing a portfolio of commercial insurance clients, supporting policy servicing and renewals, driving retention and cross-sell opportunities, and delivering a high-quality client experience throughout the policy lifecycle.

Requirements

Experience in commercial insurance account management, insurance sales, or a related client-facing insurance role
Strong knowledge of commercial insurance products, coverages, and underwriting principles
Understanding of the insurance needs of small and mid-sized businesses
Strong consultative relationship-building and customer service skills
Excellent verbal and written communication skills
Strong organizational and time management skills with the ability to manage multiple client relationships and priorities
Strong problem-solving skills and ability to adapt in a fast-paced environment
Experience with CRM and insurance agency management systems, including AMS platforms preferred
Proficiency with Microsoft Office Suite, virtual meeting platforms, and standard business software
Ability to communicate policy information and coverage recommendations clearly and effectively
Commitment to continuous learning and professional development within the insurance industry

Nice To Haves

Bachelor’s degree preferred

Responsibilities

Serve as the primary point of contact for assigned clients, ensuring a smooth transition from the sales process through onboarding, policy servicing, and renewal
Communicate policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term
Build and maintain strong client relationships by providing proactive support and ongoing account management
Respond to client inquiries, answer coverage questions, process endorsements, and assist with claims, audit, and inspection-related inquiries
Manage client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner
Coordinate with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience
Monitor upcoming renewals and proactively engage clients to review coverage needs and changes in their business operations
Conduct consultative renewal reviews and recommend coverage adjustments that support retention and client satisfaction
Identify opportunities to cross-sell bundled or complementary insurance products based on client needs and business objectives
Introduce additional insurance solutions that align with client growth and evolving coverage requirements
Maintain accurate and up-to-date client records in HubSpot, AMS, and other applicable systems, including interactions, policy updates, and referral information
Ensure data integrity and timely documentation to support reporting, account visibility, and business decision-making
Generate referrals by delivering exceptional service and cultivating strong client relationships
Partner with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution
Maintain knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices
Participate in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance
Adhere to licensing requirements, operating procedures, and company standards for account management, customer engagement, CRM usage, and policy servicing
Required to perform other duties as requested, directed, or assigned