Account Manager Jobs

About The Position

Requirements

• Active Property & Casualty insurance license required.
• Minimum of 7 years of Commercial Lines insurance experience required.
• Previous leadership, supervisory, mentoring, or team development experience required.
• Strong knowledge of commercial insurance coverages, including property, casualty, workers' compensation, umbrella, professional liability, and related lines of coverage.
• Knowledge of risk management principles and experience supporting complex commercial accounts.
• Demonstrated ability to identify coverage gaps and provide strategic risk management recommendations to clients.
• Experience working with agency management systems, carrier portals, and commercial insurance technology platforms.
• Exceptional communication, relationship-building, and client service skills.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Proven ability to manage multiple priorities and deadlines in a fast-paced environment.
• Leadership mindset with a passion for coaching, mentoring, and developing high-performing team members.
• Strong analytical and problem-solving skills with the ability to make sound business decisions.

Nice To Haves

• Insurance designations such as CIC, CPCU, ARM, CRM, or similar professional certifications preferred.
• Bachelor's degree in Business, Insurance, Risk Management, or a related field preferred.

Responsibilities

• Deliver responsive, high-quality service while building and maintaining strong relationships with clients, Producers, carrier partners, and internal team members.
• Proactively service commercial accounts by addressing client concerns, responding to requests, and providing consultative support in a professional and timely manner.
• Pre-qualify new business opportunities in accordance with agency guidelines.
• Process policy servicing activities including new business, endorsements, cancellations, registry transactions, binders, certificates, policies, and related documentation.
• Support renewal and remarketing processes by evaluating exposures, coordinating with clients and Producers, and ensuring appropriate carrier placement and coverage recommendations.
• Educate clients on insurance coverages, exclusions, exposures, and audit procedures while maintaining thorough documentation within agency systems.
• Provide technical support to Producers related to coverage analysis, renewal proposals, suspense items, and account servicing needs.
• Complete the application and submission process, including preparing proposals and applications, obtaining signatures, submitting documentation to insureds and carriers, and ensuring timely follow-up.
• Review interim audit reports for accuracy and assist clients through audit-related processes.
• Respond to incoming and outgoing client, carrier, and internal communications professionally, accurately, and within expected timelines.
• Maintain accurate and consistent documentation within agency systems and electronic files in accordance with agency standards.
• Take first reports of loss, coordinate carrier reporting, assign adjusters when appropriate, and document claim-related activity for internal claims handling teams.
• Identify cross-selling opportunities and refer clients to other departments when appropriate.
• Address complex or escalated client situations with a consultative approach while collaborating with internal stakeholders to support timely resolution.
• Collaborate with internal teams to support operational efficiency, retention goals, and an exceptional client experience.

Benefits

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401(k) with employer match