Select Commercial Account Manager

CareerPaths NW • Everett, WA

1d • Hybrid

About The Position

Our client is a well-established independent insurance agency offering a comprehensive suite of Commercial, Personal, and Group Benefit insurance solutions. Known for their commitment to client relationships and industry expertise, they provide a dynamic and supportive work environment with hybrid work flexibility. We are seeking an experienced Select Commercial Account Manager to join their team in a full-time hybrid capacity. This role is central to managing and growing a portfolio of commercial accounts, delivering expert insurance guidance, and fostering strong relationships with both clients and insurance carriers. The ideal candidate will play a key role in supporting business retention and growth alongside the sales team.

Requirements

• 3+ years of experience in Commercial Lines Account Management within an independent agency (experience with carriers, captives, or direct writers does not qualify)
• Proficiency in Microsoft Excel and Word is required
• Strong communication and interpersonal skills
• Ability to work independently and effectively in a hybrid work environment

Nice To Haves

• Experience with AMS 360 is preferred but not required
• Insurance certifications, designations, and/or active licenses are preferred but not required

Responsibilities

• Schedule and conduct pre-renewal meetings with commercial clients
• Facilitate thorough policy reviews to ensure adequate coverage
• Consult insureds on policy changes and coverage recommendations
• Assist with new quotes and coverage estimates
• Re-market accounts to insurance carriers as needed
• Process Certificates of Insurance and policy endorsements
• Bind coverages on behalf of clients
• Manage accounts receivable related to assigned accounts
• Collaborate with the sales team to support business growth and client retention
• Deliver exceptional customer service throughout the policy lifecycle

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed