Commercial Insurance Representative

In a small agency environment, this role requires someone who is resourceful, independent, and comfortable supporting multiple areas of the business—from client service to carrier coordination. Position Summary: The Commercial Insurance Account Manager is responsible for servicing and retaining a book of small to mid-sized commercial accounts.

Benefits:

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

Position Summary:
The Commercial Insurance Account Manager is responsible for servicing and retaining a book of small to mid-sized commercial accounts. In a small agency environment, this role requires someone who is resourceful, independent, and comfortable supporting multiple areas of the business—from client service to carrier coordination. This position plays a key role in maintaining strong client relationships and supporting overall agency growth.


Key Responsibilities:

• Client Service & Account Management
  • Serve as the primary point of contact for commercial clients, providing responsive and personalized support
  • Handle coverage questions, policy changes, billing inquiries, and certificate requests
  • Manage the full renewal process, including gathering information, marketing accounts, and presenting options
  • Process endorsements, cancellations, reinstatements, and other policy updates
  • Conduct coverage reviews and identify opportunities to improve client protection and retention
• Carrier & Internal Coordination
  • Work directly with underwriters to obtain quotes, negotiate terms, and place coverage
  • Maintain strong carrier relationships and ensure accurate, complete submissions
  • Collaborate with producers/agency leadership to keep accounts on track and informed
• Claims & Operations Support
  • Assist clients through the claims process, including reporting and follow-up
  • Support general agency operations such as document management, basic admin tasks, and workflow improvements
  • Contribute to a team environment by assisting where needed

Qualifications:

• Required
  • 2+ years of commercial insurance experience in an agency setting
  • Active Property & Casualty license
  • Knowledge of common commercial lines insurance products
• Preferred:
  • Experience in a small or independent agency
  • Familiarity with Guidewire and/or Salesforce
  • Industry designations (CISR, CIC, CRM) a plus

Skills:

• Strong organizational skills and ability to manage multiple priorities
• Independent, problem-solving mindset
• Detail-oriented with solid documentation habits
• Customer-focused communication style
• Team player willing to support a variety of tasks

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