Account Manager Jobs

About The Position

Requirements

• Active Property & Casualty license in the state(s) where business is conducted.
• At least 5 years of Commercial Lines Account Management experience in an insurance agency or brokerage environment.
• Strong knowledge of commercial insurance coverages, carrier markets, policy servicing, and renewals.
• Experience using the Applied Epic Agency Management System.
• Proficiency with Microsoft Office Suite.
• Excellent communication, client service, organizational, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.
• Self-motivated, detail-oriented, and collaborative, with a strong sense of ownership and accountability.
• Ability to pass a criminal background check, as permitted by law.

Nice To Haves

• Industry designations such as CISR, CIC, CRM, or CPCU.
• Experience managing middle-market commercial accounts.

Responsibilities

• Serve as the primary day-to-day contact for assigned commercial insurance accounts.
• Build and maintain client relationships through responsive, professional service; promptly address inquiries and requests.
• Identify coverage concerns, potential gaps, and service opportunities; educate clients about coverages, policy provisions, and risk management solutions.
• Manage client expectations and deliver a high-touch service experience.
• Coordinate onboarding and implementation of new commercial clients.
• Prepare applications, renewal submissions, proposals, and policy-related documentation.
• Review insurance policies, contracts, endorsements, certificates, and coverage requirements.
• Process policy changes, endorsements, cancellations, reinstatements, and terminations.
• Assist clients with billing inquiries, receivables, and policy administration matters.
• Report and monitor claims activity as needed.
• Maintain accurate and complete client records in the Agency Management System (AMS).
• Market accounts to insurance carriers and wholesalers as appropriate.
• Obtain, compare, and analyze quotations from insurance markets; develop insurance proposals and coverage comparisons.
• Build productive relationships with carrier representatives.
• Stay informed about carrier products, underwriting guidelines, and market trends; attend carrier training sessions, webinars, and industry events.
• Prioritize and manage multiple client accounts, projects, and deadlines.
• Maintain accurate electronic files and documentation in accordance with agency procedures.
• Use agency technology platforms, including Applied Epic, carrier portals, and other insurance software.
• Follow regulatory requirements, agency policies, and industry compliance standards.
• Support team members, provide backup coverage when needed, and participate in special projects and other assigned duties.

Benefits

• Health insurance plans (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.
• Competitive compensation of $90,000–$110,000 based on expertise and experience.