Commercial Insurance Account Manager

Benefits

• Competitive salary
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance
• Competitive salary commensurate with experience

The Account Manager's duties include overseeing client accounts and fostering successful client relationships, which involve collaborating with internal teams and producers to provide customized solutions, sustaining long-term partnerships, and promoting business growth through upselling and cross‑selling initiatives.

• Build, develop and maintain strong, long‑lasting client relationships by understanding their business needs and providing personalized strategic solutions.
• Serve as the main point of contact for clients and producers, addressing issues and resolving concerns promptly.
• Identify opportunities for upselling and cross‑selling additional services or products to existing clients.
• Ensure accurate client billing and collections of premiums.
• Work in various carrier management systems to process policy renewals, endorsements, certificates, cancellations and claims in a timely manner.
• Prepare regular reports for clients and producers as needed in a timely manner.
• Maintain agency management systems ensuring client records and correspondence are accurate and complete.
• Assist with sales efforts by identifying client needs and participating in client meetings if needed.
• Resolve client inquiries and complaints regarding insurance products, policy changes, and billing issues.
• Assist with implementation of account strategies to achieve objectives and ensure overall client and producer satisfaction.
• Collaborate with sales, marketing, and product teams to deliver high‑quality services and solutions to clients and producers.
• Ensure accurate information and record keeping minimizing potential E&O or other regulatory violations.
• Answer telephones and assist callers.
• Promote a paperless environment whilst maintaining client satisfaction.
• Respond to emails in a timely and accurate manner.
• Policy and endorsement checking.
• Other duties as assigned by management.

• 2‑20 license or willing to obtain one within 90 days of hire.
• Bachelor’s Degree a plus.
• 2‑3 years of account management experience.
• P&C industry knowledge.
• Proficient in the use of MS Office Suite (Word, Excel, Outlook, PowerPoint, One Drive).
• Experience using AMS
  360, Docu Sign and Insured Mine preferred.
• Ability to identify opportunities for account growth.
• Strong problem‑solving abilities and attention to detail.
• Fluent in English, Spanish a plus.
• Team player and customer‑first mindset.
• Ability to multi‑task and work independently.

• In‑office position
• Prolonged period of sitting and working in front of a computer.
• Accommodations can be provided upon request.