Commercial Insurance Account Manager

Role Overview

• Serve as the primary point of contact for assigned clients, ensuring a smooth transition from the sales process through onboarding, policy servicing, and renewal
• Communicate policy details, coverage expectations, service processes, and business relationship expectations throughout the policy term
• Build and maintain strong client relationships by providing proactive support and ongoing account management
• Respond to client inquiries, answer coverage questions, process endorsements, and assist with claims, audit, and inspection-related inquiries
• Manage client accounts throughout the policy term by processing policy adjustments and resolving issues in a timely manner
• Coordinate with underwriters, carriers, and internal teams to resolve policy and account issues while ensuring a consistent client experience
• Monitor upcoming renewals and proactively engage clients to review coverage needs and changes in their business operations
• Conduct consultative renewal reviews and recommend coverage adjustments that support retention and client satisfaction
• Identify opportunities to cross-sell bundled or complementary insurance products based on client needs and business objectives
• Introduce additional insurance solutions that align with client growth and evolving coverage requirements
• Maintain accurate and up-to-date client records in HubSpot, AMS, and other applicable systems, including interactions, policy updates, and referral information
• Ensure data integrity and timely documentation to support reporting, account visibility, and business decision-making
• Generate referrals by delivering exceptional service and cultivating strong client relationships
• Partner with sales, underwriting, carrier, and customer service teams to support client needs and facilitate issue resolution
• Maintain knowledge of commercial insurance products, carrier underwriting guidelines, and industry best practices
• Participate in carrier training, product education, and Learning & Development initiatives to maintain technical proficiency and compliance
• Adhere to licensing requirements, operating procedures, and company standards for account management, customer engagement, CRM usage, and policy servicing.
• Required to perform other duties as requested, directed, or assigned

Requirements

• Bachelor’s degree preferred
• Experience in commercial insurance account management, insurance sales, or a related client-facing insurance role
• Strong knowledge of commercial insurance products, coverages, and underwriting principles
• Understanding of the insurance needs of small and mid-sized businesses
• Strong consultative relationship-building and customer service skills
• Excellent verbal and written communication skills
• Strong organizational and time management skills with the ability to manage multiple client relationships and priorities
• Strong problem-solving skills and ability to adapt in a fast-paced environment
• Experience with CRM and insurance agency management systems, including AMS platforms preferred
• Proficiency with Microsoft Office Suite, virtual meeting platforms, and standard business software
• Ability to communicate policy information and coverage recommendations clearly and effectively
• Commitment to continuous learning and professional development within the insurance industry.

Benefits

• Health, dental, and vision plans
• Amazing work-life balance with 4 weeks of Paid Time Off
• 10 Paid Company Holidays with 2 floating holidays
• 401K Programs with employer match
• Personal assistance programs for support in a healthy personal and work life