Commercial Lines, Account Manager (remote-PST, MT, CST)
About The Position
The Commercial Lines Account Manager works with Producers to service an assigned book of client accounts, with a generalist range of coverages and special emphasis on trucking and transportation clients. The role provides day-to-day client service through verbal, electronic, and written communications, including handling endorsements, binding policies, arranging financing, issuing certificates, billing, and responding to insured and underwriter requests. The Account Manager also supports renewals and marketing by preparing proposals, obtaining signed applications, securing payment, and assembling bind paperwork. The work involves significant independent discretion, along with developing relationships with clients and carrier contacts and responding proactively to their needs. This is a full-time remote position serving the PST, MT, or CST time zone.
Requirements
- Prior retail brokerage experience.
- At least 3 years of industry experience with a strong background in commercial insurance.
- Property & Casualty Broker’s License required upon hire.
- High School Diploma or equivalent required.
- Prior client service and/or industry and product line experience.
- Highly organized with excellent verbal and written communication skills.
- Ability to make sound independent decisions.
- Ability to interact successfully with diverse groups and work both collaboratively and autonomously.
- Ability to handle situations calmly, courteously, and professionally.
- Ability to deliver excellent customer service and cultivate effective relationships.
- Intermediate experience with Microsoft Office products, specifically Word, Excel, and Outlook.
- Experience and adaptability with Copilot or similar AI tools.
- Ability to prioritize multiple tasks and meet deliverables.
- Strong analytical and problem-solving skills, attention to detail, decision-making, and problem-resolution skills.
- Flexibility and adaptability to changing priorities, deadlines, and technology.
Nice To Haves
- Experience with transportation or trucking clients.
- Bachelor’s degree preferred.
Responsibilities
- Proactively develop relationships with carrier and client contacts and take an active role in meetings.
- Bind and endorse policies, issue certificates, bill invoices, request payments, and communicate regularly with assigned clients by phone and email.
- Work directly with clients and carriers to obtain accurate information for marketing renewals; prepare and send renewal quotation requests to applicable carriers and present proposals to insureds.
- Quote policy changes, facilitate financing, collect additional premiums and down payments, and ensure carrier payments are received.
- Update and maintain client policy records in the agency management system.
- Answer incoming calls and emails and respond to client questions.
- Follow up on suspense items and outstanding information.
- Perform other duties as assigned.
Benefits
- PTO and paid holidays
- 401(k) with match
- Exclusive discount programs
- Health and wellness programs
- May be eligible for performance-based incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
