Small Business Unit Commercial Account Manager
About The Position
The Small Business Commercial Account Manager manages and services a high-volume portfolio of small business commercial insurance accounts and serves as clients’ primary contact throughout the policy lifecycle. The role includes reviewing and presenting renewals, processing policy changes, answering client questions, coordinating with insurance carriers, and identifying opportunities to improve coverage and retain accounts. It is suited to a licensed insurance professional who enjoys problem-solving, managing multiple priorities, and supporting small businesses. The position is based in Ohio or Kentucky and is full-time and hybrid at one of the company’s locations.
Requirements
- At least 1 year of commercial lines P&C insurance experience.
- Active Ohio Property & Casualty license.
- Ability to manage a book of $225,000–$350,000 in agency revenue.
- Proficiency in AMS-360, ImageRight, Microsoft Office, and web-based tools.
- Strong attention to detail and accuracy, with adherence to procedures.
- Professional written and verbal communication skills.
- Ability to adapt to change and follow agency guidelines.
- Commitment to continuing education.
Responsibilities
- Manage a high-volume portfolio of small business commercial insurance accounts.
- Serve as the primary contact for clients regarding policy questions, coverage concerns, and service needs.
- Respond to client requests in a timely and professional manner.
- Assist clients with certificates of insurance, policy changes, endorsements, cancellations, billing inquiries, and claims reporting.
- Review client exposures and identify coverage gaps or deficiencies.
- Recommend appropriate insurance solutions based on client operations and risk profile.
- Educate clients about policy provisions, exclusions, limitations, and available coverage enhancements.
- Help clients understand changes to premiums, coverages, and carrier requirements.
- Report claims to carriers in accordance with agency guidelines.
- Maintain accurate, up-to-date client files in AMS-360 and ImageRight.
- Update billing screens, commissions, producer codes, company codes, and status codes during renewal processing.
- Prepare and process premium finance agreements.
- Handle agency-bill invoicing and ensure compliance with agency procedures.
- Prepare and process lost policy releases (LPRs).
- Notify leadership when service standards may be at risk.
Benefits
- Health insurance from day one.
- Dental insurance from day one.
- Vision insurance from day one.
- Company-funded health savings account (HSA).
- Life insurance.
- Short- and long-term disability coverage.
- 401(k) with employer match.
- Paid time off, including summer hours.
- Paid parental leave.
- Hybrid work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
