Commercial Insurance Account Assistant

Commercial Account Manager
Job Summary

Seeking a dedicated and experienced Commercial Account Manager to join a growing team. This role offers an exciting opportunity to work with a large regional agency known for its exceptional culture and commitment to professional growth. The successful candidate will play a key role in servicing and marketing small to large market commercial accounts. This position requires a Property & Casualty (P&C) license and at least 2 years of relevant experience.

After completing a 90-day onsite training period, this role transitions to a hybrid work model, allowing up to three days of remote work per week with approval.

• Salary Range: $60,000 - $70,000 annually
• Bonus: Up to 7% performance-based bonus
• Benefits: Comprehensive benefits package offered
• Work Arrangement: Hybrid work model after 90 days of onsite training (up to 3 days remote per week with approval)
• Travel Requirements: Minimal travel (approximately 5%)

• Manage and service a portfolio of small to large market commercial accounts.
• Handle the quoting process for new and renewal business.
• Collaborate with clients to understand their needs and provide tailored insurance solutions.
• Utilize Applied EPIC software to manage accounts and ensure accurate documentation.
• Build and maintain strong relationships with clients, carriers, and internal teams.
• Participate in marketing efforts to grow the business and expand the client base.
• Ensure compliance with company policies and industry regulations.

• Active Property & Casualty (P&C) license is required.
• A minimum of 2 years of experience in commercial account management, with a focus on service and marketing.
• Proficiency in using Applied EPIC software or similar systems.
• Strong organizational and time management skills.
• Excellent communication and interpersonal skills.
• Ability to work collaboratively in a team-oriented environment.
• A proactive and client-focused approach to account management.