Commercial Insurance Account Manager

Overview

Candidates must be based in Virginia or North Carolina and no relocation assistance is available.

• Serve as a trusted advisor to commercial clients by maintaining proactive communication and fostering strong relationships through phone, email, and in-person meetings.
• Guide clients in understanding policy terms and coverage, recommending enhancements or modifications based on evolving business needs.
• Secure completed and signed applications in line with internal and carrier-specific requirements.
• Provide timely responses to inquiries regarding coverage, billing, and account changes, ensuring exceptional customer service.
• Handle the issuance of certificates of insurance, evidence of property, cancellations, reinstatements, and related documentation in compliance with established processes.
• Process client-driven policy amendments and manage additions or removals of coverage as requested.
• Identify opportunities for additional coverage or services and coordinate with Sales or Account Executives to support cross-selling efforts.
• Request and track policy corrections or endorsements from carriers as necessary.
• Partner with the Sales Executive on renewals, reviewing expiring policies, collecting updated information, and facilitating timely policy renewal.
• Collaborate with Sales Executives to mitigate account cancellations and improve client retention.
• Maintain complete and organized client records in the agency management system, ensuring all transactions and communications are documented per company procedures.
• Support new and renewal business by preparing applications, proposals, binders, , and other essential documentation.
• Stay current on carrier offerings, rates, and policy changes through ongoing review of bulletins, online portals, and training resources.
• Participate in ongoing education and professional development programs to maintain required licensing and reduce risk of errors and omissions.
• Perform other related duties as assigned by leadership.

• 2+ years of experience in an insurance agency or similar environment.
• Solid understanding of commercial insurance coverage, underwriting principles, and risk evaluation.
• Ability to recognize coverage deficiencies, make recommendations, and promote additional insurance solutions when appropriate.
• Demonstrated ability to work independently, stay organized, and communicate effectively in both verbal and written form.
• Strong customer service and relationship management abilities, with a commitment to teamwork and problem resolution.
• Dedication to continuous learning and expanding knowledge in commercial insurance and risk management.
• Skilled in managing client interactions professionally and resolving conflicts constructively.
• Accurate data entry skills and attention to detail.
• Proficiency in Microsoft Office Suite and experience working within an agency management system preferred.
• High school diploma required;
  Bachelor’s degree preferred.
• Active Property & Casualty license required, or ability to attain within 90 days.
• Pursuing or holding professional designations such as CIC, AAI, CISR, or ACSR (or equivalent knowledge) strongly preferred.

• Associate

• Full-time

• General Business and Sales

• Insurance and Insurance Agencies and Brokerages