Commercial Insurance Account Manager​/CSR

This is a full-time hybrid role for a Commercial Insurance Account Manager. The position is located in Northwest Arkansas with flexibility for some work-from-home arrangements. The Commercial Insurance Account Manager will be responsible for managing and nurturing relationships with existing clients, while providing excellent customer service and handling insurance-related tasks. This role requires an in-depth understanding of insurance products and services, as well as the ability to work closely with clients, carriers, and internal teams to deliver tailored solutions.

Daily tasks include responding to client inquiries, preparing insurance documents, processing renewals, new business and renewal marketing, and identifying upsell opportunities.

• Client Relationship Management: Serve as the main point of contact for assigned clients, fostering long-term, positive relationships and ensuring their needs are met.
• Policy Management: Oversee the renewal process, including gathering required documentation, updating policies, and ensuring clients receive accurate and timely updates regarding policy changes and renewals.
• Customer Support: Address client inquiries, provide expert guidance on insurance coverage, and resolve any issues or concerns in a timely and efficient manner.
• Risk Analysis and Consultation: Assess clients' insurance needs, recommend appropriate coverage, and ensure that clients' policies are comprehensive and competitive.
• Collaboration: Work closely with underwriters, brokers, and claims departments to facilitate policy issuance, amendments, and claims processes.
• Sales and Upselling: Identify opportunities for additional coverage or services that align with clients' needs and objectives, and work with the sales team to drive business growth.
• Document Management: Maintain accurate client records and documentation, ensuring compliance with company policies, industry standards, and regulatory requirements.
• Reporting and Administration: Generate reports on client account status, renewals, claims, and other relevant metrics, ensuring that management is kept informed.

• A bachelor’s degree in business, finance, or a related field is preferred, though equivalent experience will be considered.

• At least 2-3 years of experience in an account management role within the insurance industry (commercial or personal lines), or a related field.

• Required to hold relevant state insurance licenses (e.g., Property & Casualty, Life, or Health, depending on the position).

• Strong communication skills, both written and verbal.
• Excellent organizational and time management skills.
• Ability to build and maintain strong client relationships.
• Attention to detail and the ability to manage multiple tasks simultaneously.
• Proficiency in insurance management software (Applied Epic preferred) and Microsoft Office Suite (Excel, Word, Outlook).

• Experience with CRM systems and policy management software.
• Knowledge of commercial and personal lines insurance products.
• Familiarity with claims processes and procedures.
• Relevant certifications, such as CIC or CPCU, are a plus

• Client-focused with a service-oriented mindset.
• Problem solver who can think critically under pressure.
• Ability to work both independently and as part of a team.
• Strong negotiation and interpersonal skills.
• Office-based role with some flexibility for remote work, as determined by the company's policy.
• Occasional travel may be required for client meetings or industry events.