Senior Account Manager- Commercial Insurance (General)
About The Position
The Senior Account Manager - Commercial Lines role is responsible for managing an assigned book of business, ensuring account retention and supporting new business acquisition. This position involves coordinating day-to-day administrative and customer service activities, resolving complex issues, and ensuring accuracy in all transactions. The Senior Account Manager will also serve as a subject matter expert for the account management team, demonstrating strong technical competence and industry expertise. The role requires directing daily activities and workflow of the account management team, handling customer service requests, managing policy administration, billing, claims, and coverage analysis. Additionally, the position involves managing policy expirations and renewals, conducting client research, preparing submissions, negotiating coverages, and presenting proposals. Monitoring accounts receivable, maintaining agency management systems and carrier/vendor platforms, and ensuring data accuracy are also key functions. The role emphasizes frequent, transparent communication with the account team, delivering excellent service, proactively anticipating client needs, and staying updated on company policies and procedures. A commitment to continuous improvement and championing company values is expected.
Requirements
- 5+ years of account management experience, or 7+ years in the insurance industry
- Thorough knowledge of insurance brokerage and client needs
- Required active licensing
- Strong analytical, problem-solving, and decision-making skills
- Exceptional customer service, communication, multitasking, and organizational skills
- Proficiency in MS Office (Outlook, Word, Excel)
- High School Diploma (or equivalent)
Nice To Haves
- Professional designation (CIC or equivalent) preferred
Responsibilities
- Maintain a high degree of technical competence and industry expertise.
- Direct daily activities and workflow of the account management team.
- Handle customer service requests, policy administration, billing, claims, and coverage analysis.
- Manage policy expirations and renewals.
- Conduct client research, prepare submissions, negotiate coverages, and present proposals.
- Monitor reports and take action on delinquent accounts, collecting outstanding balances.
- Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
- Monitor and maintain activity/suspense to ensure timely completion.
- Maintain frequent, transparent communication with the account team regarding workload status and any issues.
- Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
- Stay updated on company policies and procedures.
- Seek and adopt best practices to improve individual and team performance.
- Demonstrate integrity and leadership.
Benefits
- Competitive salaries and bonus potential
- Company-paid health insurance
- Paid holidays, vacations, and sick time
- 401K with employer match
- Professional growth and career progression opportunities
- Respectful culture and work/family life balance
- Community service commitment
- Supportive teammates and a rewarding work environment
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
