Account Manager Jobs

About The Position

Requirements

• High school diploma required.
• Active Property & Casualty Insurance license required.
• At least 3 years of experience as a Commercial Lines Account Manager or in a similar client-facing commercial insurance role.
• Strong knowledge of commercial insurance products, coverages, and industry regulations.
• Proficiency with Microsoft Office Suite and Applied Epic or a similar agency management system.
• Excellent verbal and written communication skills and a strong commitment to client service.
• Exceptional attention to detail and strong organizational and analytical capabilities.
• Problem-solving, relationship-building, and interpersonal skills, with a collaborative, team-oriented approach.
• Effective time-management skills and ability to prioritize in a fast-paced environment.
• Ability to travel occasionally.
• Ability to pass a criminal background check, as permitted by law.

Nice To Haves

• Associate or Bachelor’s degree.

Responsibilities

• Manage an assigned book of business, foster client relationships, and maintain high retention levels.
• Respond promptly and professionally to client inquiries, policy changes, complaints, and service requests.
• Manage renewals, including gathering data, obtaining quotes, preparing proposals, and updating systems.
• Escalate and resolve complex issues in coordination with the department director.
• Track pending client requests and communicate proactively with clients and sales executives.
• Coordinate with carriers and internal teams to resolve billing and claims issues.
• Attend training sessions, webinars, and carrier programs to maintain industry knowledge.
• Obtain prospect and client information from producers to assess risk exposures and insurance needs.
• Coordinate internal and carrier efforts to prepare quotes, proposals, and policy documents.
• Manage new-client onboarding, including paperwork, compliance, and data entry in Applied Epic.
• Document new lines of business and their related activities and attachments in the system.
• Support the sales team in identifying opportunities and executing sales strategies.
• Prepare materials for claims reviews, new business, and renewal presentations using client and carrier data.
• Participate in client and prospect meetings as needed to present proposals and facilitate onboarding.
• Manage implementation checklists and submit required forms and applications to carriers.
• Provide insights and recommendations based on customer needs and client data analysis.
• Attend internal and carrier meetings as directed by department leadership.
• Assist with policy cleanup projects, including ensuring premium and commission data accuracy in Applied Epic.
• Implement client contracts and support accounting, sales, and marketing efforts.
• Maintain knowledge of current services, products, programs, and operational procedures.
• Organize workflow to meet service deadlines and keep client records accurate.
• Manage calls and emails professionally and assist teammates during absences.
• Perform other duties as assigned.

Benefits

• Competitive compensation
• Health insurance plans, including PPO, HSA, and copay options
• Dental insurance
• Vision insurance
• Company-paid disability insurance
• Supplemental insurance, including critical illness, accident, legal, and pet insurance
• 401(k) with Safe Harbor Match
• Paid time off
• Paid holidays