Commercial Insurance Account Manager

This role is ideal for someone who is resourceful, detail-oriented, and comfortable wearing multiple hats - supporting producers, managing carrier relationships, and delivering personalized, high-touch service. Position Summary: We’re seeking a Commercial Insurance Account Manager to support and retain a book of small to mid-sized commercial clients in a small agency environment.

Benefits:

• WFH options
• License reimbursement
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Opportunity for advancement
• Paid time off
• Training & development

Position Summary:
We’re seeking a Commercial Insurance Account Manager to support and retain a book of small to mid-sized commercial clients in a small agency environment. This role is ideal for someone who is resourceful, detail-oriented, and comfortable wearing multiple hats - supporting producers, managing carrier relationships, and delivering personalized, high-touch service.


Key Responsibilities:

• Serve as the primary point of contact for commercial clients, handling coverage questions, policy changes, billing, and certificates of insurance
• Manage the full renewal process, including gathering information, marketing accounts, and presenting options
• Process endorsements, cancellations, reinstatements, audits, and other policy transactions
• Issue certificates of insurance accurately and in a timely manner
• Partner with producers and underwriters to negotiate terms and secure competitive coverage
• Maintain strong carrier relationships and ensure accurate, compliant submissions
• Assist clients through the claims process, providing guidance and follow-up
• Support general agency operations as needed, including admin tasks and process improvements

Qualifications:

• Prior commercial insurance experience
• Active Property & Casualty license (must be willing to obtain)
• Knowledge of commercial lines insurance products
• Experience with agency management systems
• Background in a small or independent agency preferred

Skills:

• Strong organizational and multitasking abilities
• Independent, proactive work style
• Customer-focused communication with a personalized approach
• High attention to detail and problem-solving mindset
• Team-oriented with a willingness to support where needed

We take pride in how we show up for our clients and for each other. Our team is guided by the following values:

• Integrity: Always do the right thing, even when no one is looking
• Never Stop Learning: Continuously grow your knowledge to better serve clients
• Strive to Be the Best: We’re competitive and driven—because winning matters
• Understand First, Then Advise: We listen first so we can provide the right solutions
• Respect Each Other: A strong team starts with how we treat one another
• Exhibit Professionalism: We lead with professionalism to build trust and reduce friction