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, serving as clients’ primary contact and providing service throughout the policy lifecycle. The role focuses on 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 with at least one year of commercial lines experience who enjoys problem-solving, managing multiple priorities, and supporting small businesses. The position is full-time and hybrid, based in one of the company’s locations in Ohio or Kentucky. The company has more than 250 employees across more than 20 locations in Ohio, Kentucky, and Florida.
Requirements
- At least 1 year of commercial lines property and casualty 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 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, real-time 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
