Commercial Insurance Account Manager

Katalyst Systems Impact

  • Cedar Rapids, IA
  • 1 day ago

    Highlights

    A well-established, locally owned insurance agency in Cedar Rapids, Iowa is looking to hire an experienced Commercial Lines Account Manager to take ownership of an established book of mid-market commercial clients as the primary day-to-day contact within their growing insurance division. The ideal candidate understands the importance of building strong relationships, communicating proactively, and providing a high level of support to both internal and external customers.

    Numbers & Facts

    LocationCedar Rapids, IA

    Description

    Job Description

    Job Description

    Commercial Lines Account Manager

    Location: Cedar Rapids, IA

    Schedule: Full-Time | In-Office Training with Hybrid Flexibility following


    A well-established, locally owned insurance agency in Cedar Rapids, Iowa is looking to hire an experienced Commercial Lines Account Manager to take ownership of an established book of mid-market commercial clients as the primary day-to-day contact within their growing insurance division.


    The ideal candidate understands the importance of building strong relationships, communicating proactively, and providing a high level of support to both internal and external customers. This individual is resourceful, detail-oriented, and takes pride in finding solutions. They can confidently troubleshoot issues, navigate challenges, and advocate for clients when necessary while maintaining professionalism and accuracy.


    Enjoy the benefits of working for a locally owned company that values collaboration, flexibility, and professional growth.


    What You'll Do

    • Serve as the primary day-to-day service contact for assigned commercial accounts, building relationships with clients, producers, and carriers
    • Analyze client insurance needs, coverage forms, and carrier quotations; complete and submit applications with producers
    • Follow up with carriers on quotations, policies, endorsements, and renewals, and prepare certificates, binders, and account documentation
    • Process policy changes and renewals, review audits, and resolve discrepancies between clients and carriers
    • Prepare insurance summaries, proposals, and client correspondence; coordinate billing and invoicing
    • Maintain accurate records in Applied Epic and respond to client questions with urgency and attention to detail


    What We're Looking For

    Successful candidates are:

    • Client-focused and relationship-driven
    • Organized and able to manage multiple priorities and deadlines
    • Strong communicators, both written and verbal
    • Detail-oriented with exceptional follow-through
    • Resourceful problem-solvers who take initiative
    • Comfortable working independently while collaborating effectively with a team
    • Able to balance technical insurance knowledge with outstanding customer service


    Required Qualifications

    • Active Iowa Property & Casualty (P&C) insurance license, or ability to obtain within 30 days of employment
    • Minimum 2 years of Commercial Lines Account Management experience
    • Strong understanding of commercial coverages, renewals, policy servicing, and carrier relationships
    • Proficiency with Microsoft Outlook, Word, and Excel

    Preferred Qualifications

    • Experience with Applied Epic agency management software


    Compensation & Benefits

    • $65,000 - $80,000+, based on experience, plus bonus eligibility
    • Profit sharing program
    • Comprehensive benefits and PTO
    • Hybrid schedule after training
    • Family-friendly culture that is focused on work/life balance
    • Long-term career stability with a locally owned company

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