Account Manager – Commercial Insurance

Role Overview

• Execution of commercial insurance servicing activities across assigned workflows and customer touchpoints
• Direct interaction with customers on policy questions, endorsements, certificates, and coverage-related needs, as appropriate
• Support for the renewal process, including:
• Outreach to gather updated exposures and requirements
• Coordination with carriers and internal partners
• Clear, timely communication to support renewal decision-making
• Key servicing touchpoints across the policy lifecycle, including mid-term changes, renewals, audits, and claims support as needed
• Accuracy and timeliness of policy documentation, endorsements, and invoicing
• Identification of coverage gaps, changes in risk, or service issues, with appropriate escalation
• Close collaboration with producers, operations, and other service team members to ensure smooth execution and handoffs
• Adherence to defined processes, compliance standards, and SLAs to ensure consistency and quality
• Ongoing input on recurring issues, process gaps, and customer pain points to help improve service delivery over time

Requirements

• 2–4+ years of experience in commercial insurance account management or servicing
• Active resident state insurance license required
• Solid understanding of commercial lines coverages and the commercial policy lifecycle
• Proven ability to manage multiple tasks, deadlines, and priorities in a structured environment
• Strong attention to detail with a commitment to accuracy and quality
• Clear, confident communicator who can explain insurance concepts to customers and internal partners
• Comfortable working in a collaborative, team-based servicing model
• Process-aware and compliance-minded, with sound judgment around risk and escalation
• Adaptable and steady in environments where tools, workflows, and scale are evolving

Nice to Have

• Experience working within a centralized servicing or shared services environment
• Exposure to agency management systems and modern insurance tooling
• Prior experience supporting mid-market or complex commercial accounts
• Familiarity with SLAs, service metrics, or renewal performance tracking

Benefits

• Major Medical Health Insurance with employer premium contributions
• Voluntary benefits including dental, vision, supplemental life, disability, and accident coverage