Commercial Lines Small Business Account Manager
About The Position
The Small Business Account Manager serves as a trusted partner to business owners, helping them navigate insurance needs through proactive, relationship-focused service. The role manages a portfolio of small business accounts and works with producers, carrier partners, and internal teams to support clients throughout the policy lifecycle, maintain accurate policy administration, and contribute to client retention and agency success. The position provides responsive client service, explains coverage and risk considerations, supports renewals and other policy changes, and helps clients secure appropriate insurance solutions. It also supports proposals and renewal strategies, markets and remarkets accounts when appropriate, coordinates documentation and claims reporting, maintains accurate electronic records, and identifies opportunities to connect clients with additional products and services.
Requirements
- At least 3 years of Property & Casualty account management experience, or at least 4 years of Property & Casualty commercial lines industry experience.
- High school diploma or GED.
- Ability to obtain a Property & Casualty Insurance License within three months of hire.
- Strong client service, communication, and relationship management skills.
- Proficiency with Microsoft Office Suite.
- Ability to manage multiple priorities with strong attention to detail.
- Authorization to work in the United States without sponsorship.
Nice To Haves
- Bachelor's degree in Sales, Marketing, Business Administration, or a related field.
- Active Property & Casualty Insurance License.
- CIC, CPCU, MAIA, or similar professional insurance designation.
- Experience working with agency management systems and insurance technology platforms.
- Knowledge of commercial insurance coverages, renewals, underwriting, and carrier processes.
- Experience identifying cross-selling opportunities and supporting business growth initiatives.
Responsibilities
- Serve as the primary point of contact for a book of small business clients, providing responsive service and building lasting relationships.
- Manage policy renewals, endorsements, cancellations, audits, and service requests accurately and efficiently.
- Educate clients about insurance coverage, exclusions, exposures, and risk management considerations.
- Partner with producers to prepare proposals, applications, and renewal strategies aligned with client objectives.
- Market and remarket business when appropriate to help clients receive competitive and effective coverage solutions.
- Coordinate claims reporting, certificates, binders, and policy documentation.
- Maintain accurate electronic files, agency management system records, and account documentation according to agency standards.
- Identify cross-selling opportunities and connect clients with additional products and services.
Benefits
- Multiple medical plan options, with preventive care covered at 100%.
- Free virtual medical and mental healthcare for employees and their families.
- Dedicated healthcare concierge.
- Employer-paid short-term and long-term disability coverage.
- Paid parental leave.
- Personalized PTO without traditional accruals, plus separate sick leave.
- Competitive 401(k) company match.
- Dental and vision coverage.
- Employee Assistance Program with confidential mental health, legal, financial, and work-life support.
- Company-paid holidays.
- Competitive salary.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
