About the role

  • Manage an assigned book of business, ensuring account retention and supporting new business.
  • Coordinate day-to-day administrative and customer service activities, resolving complex issues, and ensuring no errors or omissions.
  • Maintain technical competence and industry expertise.
  • Direct daily activities of the account management team.
  • Handle customer service requests, policy administration, billing, claims, and coverage analysis.
  • Manage policy expirations and renewals.
  • Conduct client research, prepare submissions, negotiate coverages, and present proposals.
  • Monitor reports and take action on delinquent accounts, collecting outstanding balances.
  • Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness.
  • Monitor and maintain activity/suspense to ensure timely completion.
  • Maintain frequent, transparent communication with the account team regarding workload status and any issues.
  • Deliver excellent service, proactively anticipate needs, and respond quickly to service requests.
  • Stay updated on company policies and procedures.
  • Seek and adopt best practices to improve individual and team performance.
  • Demonstrate integrity and leadership.

Requirements

  • 3+ years of account management experience, or 5+ years in the insurance industry
  • Thorough knowledge of insurance brokerage and client needs
  • Required active licensing; professional designation (CIC or equivalent) preferred
  • Strong analytical, problem-solving, and decision-making skills
  • Exceptional customer service, communication, multitasking, and organizational skills
  • Proficiency in MS Office (Outlook, Word, Excel)
  • High School Diploma (or equivalent)

Benefits

  • Competitive salaries and bonus potential
  • Company-paid health insurance
  • Paid holidays, vacations, and sick time
  • 401K with employer match
  • Employee stock plan participation
  • Professional growth and career progression opportunities
  • Respectful culture and work/family life balance
  • Community service commitment
  • Supportive teammates and a rewarding work environment

Job title

Account Manager – Commercial Insurance

Job type

Experience level

Mid levelSenior

Salary

$45,000 - $70,000 per year

Degree requirement

High School Diploma

Location requirements

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