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TYPE OF WORK
Full Time
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SALARY
$920.00 per month
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HOURS PER WEEK
40
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DATE UPDATED
May 13, 2026
About Us
We are a rapidly growing, independent commercial insurance agency dedicated to providing exceptional service and tailored insurance solutions to businesses of all sizes. Our mission is to protect our clients' assets and support their growth through comprehensive and strategic risk management. We pride ourselves on our client-centric approach, deep industry expertise, and a collaborative work environment.
Position Summary
We are seeking a highly motivated and experienced Account Manager to join our dynamic team. The ideal candidate will be responsible for managing a book of commercial insurance accounts, fostering strong client relationships, and identifying opportunities for account rounding and new business development. This role requires a strong understanding of commercial insurance products, excellent communication skills, and a commitment to delivering outstanding client service.
Responsibilities
Client Relationship Management:
Serve as the primary point of contact for an assigned book of commercial insurance clients.
Build and maintain strong, long-lasting relationships with clients, understanding their business needs and risk profiles.
Conduct regular client meetings and reviews to assess coverage, address concerns, and identify opportunities for additional services.
Account Servicing and Retention:
Manage the renewal process for existing accounts, including gathering updated information, negotiating with carriers, and presenting renewal options to clients.
Handle day-to-day client inquiries, policy changes, certificate requests, and claims assistance.
Proactively identify and resolve client issues to ensure high levels of satisfaction and retention.
New Business Development & Account Rounding:
Identify opportunities to cross-sell and up-sell additional insurance products and services to existing clients.
Collaborate with the sales team to support new business initiatives and transition new clients effectively.
Market & Product Knowledge:
Stay current with industry trends, carrier offerings, and changes in commercial insurance regulations.
Educate clients on relevant coverage options and risk management strategies.
Administrative & Compliance:
Maintain accurate client records and documentation in the agency management system.
Ensure compliance with all agency procedures and industry regulations.
Qualifications
Education:
Bachelor's degree preferred.
Experience:
Minimum of 3-5 years of experience as an Account Manager or similar role within an independent commercial insurance agency.
Proven track record of managing a book of business and achieving retention goals.
Strong knowledge of commercial insurance products (e.g., General Liability, Property, Workers' Compensation, Auto, Umbrella).
Excellent verbal and written communication skills.
Exceptional interpersonal and relationship-building abilities.
Proficiency in agency management systems (e.g., Nowcerts) and Google Office Suite.
Strong organizational skills and attention to detail.
Ability to work independently and as part of a team.
Problem-solving and negotiation skills.
