Senior Account Manager- Commercial Insurance
About The Position
The Senior Account Manager - Commercial Lines role involves managing an assigned book of business to ensure account retention and support new business acquisition. This position requires coordinating daily 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, maintaining a high level of technical competence and industry expertise. The role emphasizes directing daily activities and workflow, handling customer service requests, managing policy expirations and renewals, and monitoring accounts receivable. Maintaining agency management systems and carrier platforms, ensuring data accuracy, and proactive communication with the account team are also key aspects. The ideal candidate will deliver excellent service, anticipate client needs, and adhere to company policies while championing company values.
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
