Commercial Lines Account Manager

Overview

What does it mean to be part of one of the fastest-growing independently owned insurance agencies in the country?

It means joining a company that believes success is built on strong relationships and an intentional, values-driven culture. It means bringing your creativity and talent to the table—because here, your contributions help shape the direction of the company.

If you think outside the box, swim upstream, enjoy being part of a fun, upbeat team, and want to make a real difference in people’s lives—we guarantee, OVD is the place for you.

What’s in it for you?

• Competitive Compensation & Benefits – Strong packages that reflect our commitment to our team.
• Ample Growth Opportunities
  – A clear path for professional development and advancement.
• Workplace Flexibility
  – Enjoy a hybrid workplace schedule to support a healthy work-life balance.
• Onsite Health Bar
  – Free access to an onsite nurse for blood draws, check-ups, flu shots, and more.
• Culture that Connects
  – A supportive team environment, opportunities to volunteer with local nonprofits, and time to connect outside of work.

The Commercial Lines Account Manager plays a crucial role in overseeing the ongoing relationships with commercial clients, focusing on both the retention of existing clients and the acquisition of new ones during the renewal process. This position requires a proactive approach to client management, ensuring that service standards remain exceptionally high while fostering a collaborative partnership with the Producer. By actively engaging in business development initiatives, the Account Manager not only supports the growth of the client base but also enhances the overall client experience, thereby contributing to the long-term success of the organization.

The ability to balance client needs with strategic business objectives is essential, making this role vital in driving both client satisfaction and company profitability.

• Manage accounts on a day-to-day basis, which includes coordinating services, answering questions, and resolving problems that may arise.
• Determine appropriate client service support for new and existing clients; respond to client and carrier inquiries, maintain & enhance the company’s relationships with existing clients by executing proactive and ongoing contact initiatives.
• Negotiate pricing and secure the most appropriate carrier coverage based upon client needs for new and renewal business.
• Nurture and maintain ongoing relationships with carrier product managers.
• Work closely with OVD’s sales team to understand client and/or prospect needs, submit coverage specifications, and obtain quotes from potential carriers for new and renewal business.
• Resolve all moderate and complex customer service problems: research and resolve coverage issues, audit issues, billing discrepancies in a timely manner.
• Maintain accounts/policies in EPIC; review insurance policies and endorsements for accuracy; review contracts and special certificate of insurance requests for compliance and response to insured.
• Document all correspondence in the Agency Management System.
• Build and maintain partnership with the producer by keeping them informed of pertinent information regarding accounts and supporting the development of new business.
• Ensure that the issued policy provides the coverages requested by our insured.
• Communicate subjectivities and exclusions for new and renewal business, and document coverage differences when comparing various quotes.
• Use specific industry training to determine the needs of the client, identify cross-selling opportunities, and bridge potential gaps in coverage.
• Stay current with industry knowledge of developing trends regarding carrier underwriting, appetite, and pricing changes. Apply knowledge to negotiation with carriers to provide the most comprehensive coverage to clients.
• Initiates renewal process and may conduct renewal presentations with the Producer.
• Provides guidance/mentorship to less experienced Account Managers and/or Account Coordinators.
• Any other duties and tasks required by the Company.

• Bachelor's degree preferred.
• Three (3)…