Account Manager Jobs

About The Position

Requirements

• Active Property & Casualty insurance license.
• 7+ years of commercial insurance account management experience, preferably with middle market or complex commercial accounts.
• Solid understanding of commercial property, general liability, commercial auto, workers compensation, umbrella/excess, professional liability, cyber, and executive risk coverages.
• Experience managing renewal strategy, carrier submissions, coverage comparisons, client proposals, and implementation follow-up.
• Ability to manage several priorities, deadlines, and client deliverables in a fast-paced service environment.
• Strong written communication, verbal communication, negotiation, organization, and problem-solving skills.
• Proficiency with Microsoft Office, Applied Epic or comparable agency management systems, carrier portals, and related workflow tools.

Nice To Haves

• CIC, CPCU, CRM, ARM, CISR, or similar insurance designation.
• Experience mentoring junior staff or coordinating a service team.
• Experience supporting new business opportunities, prospect presentations, and finalist meetings.
• Knowledge of alternative risk programs, captives, large deductibles, and hard-to-place risks.

Responsibilities

• Serve as the primary day-to-day contact for assigned commercial accounts and develop strong relationships with client decision-makers.
• Conduct pre-renewal meetings, coverage reviews, and strategic planning discussions with clients and producers.
• Lead renewal execution from exposure gathering and submission preparation through quote analysis, proposal preparation, and binding coordination.
• Coordinate marketing efforts with carriers, wholesalers, brokers, and internal resources to obtain competitive coverage and pricing options.
• Analyze quotations, carrier terms, coverage enhancements, exclusions, deductibles, and pricing alternatives for client presentation.
• Negotiate coverage, pricing, and terms with carriers and wholesalers, escalating issues when needed.
• Lead endorsement activity, policy changes, audits, certificates, binders, evidence requests, and policy delivery with accuracy and timeliness.
• Review policies, endorsements, proposals, and client deliverables for accuracy and completeness.
• Maintain accurate documentation within Epic and related systems to support service quality, workflow consistency, and E&O risk management.
• Coordinate with claims resources to support client advocacy and resolution of claim-related issues when appropriate.
• Find opportunities to cross-sell, up-sell, or introduce additional risk management resources and NFP solutions.
• Mentor and train Account Managers, Account Coordinators, and other service team members; delegate work appropriately while maintaining account oversight.
• Build trust with clients through proactive communication, sound coverage guidance, and timely follow-through.
• Manage client expectations around renewal timelines, carrier requirements, exposure updates, and coverage decisions.
• Serve as a technical resource for complex coverage questions and difficult service situations.
• Build and maintain effective carrier and wholesaler relationships to support placement strategy and account outcomes.
• Communicate professionally and clearly with clients, carriers, producers, claims advocates, and internal service team members.

Benefits

• competitive salary
• PTO & paid holidays
• 401(k) with match
• exclusive discount programs
• health & wellness programs