Job Overview
Compensation
Salary
Range $54,191.00 - $84,893.00
Benefits
Health Insurance
Dental Insurance
Paid Time Off
Retirement Plan
Professional development opportunities
Telecommuting options
team environment
Job Description
Our client is a respected and well-established insurance agency specializing in providing tailored commercial insurance solutions to meet the unique needs of businesses. Known for their commitment to high-quality service and industry expertise, this agency helps commercial clients protect their assets, manage risks, and ensure compliance with evolving regulatory requirements. The company operates within a fast-paced environment where attention to detail, client relationship management, and precision in service delivery are paramount to their continued success and client satisfaction.
The role of Commercial Account Manager is critical within the agency. This position is responsible for assisting clients with service needs and managing changes to existing commercial insurance accounts efficiently and accurately. The Commercial Account Manager will work closely with Producers and Account Executives in the handling and processing of new and renewal business while maintaining exceptional service standards in line with the company’s quality objectives. This role requires a strong understanding of insurance products, rating procedures, carrier operations, and regulatory requirements to effectively complete new business applications and renewal instructions.
In this position, the Commercial Account Manager will prepare proposals, complete applications in coordination with producers, submit documentation to appropriate carriers, and follow up to ensure timely receipt of quotations and policies. The manager will also handle policy issuance, premium calculation, billing invoices, endorsements, and cancellations with precision to avoid errors and omissions. Additionally, the manager is charged with maintaining organized files, expiration control logs, and correspondence follow-up to support efficient account management.
The role demands strong computer proficiency, especially with agency management systems and carrier rating platforms, and the ability to manage multiple priorities in a dynamic, fast-paced office setting. Successful candidates will be self-motivated, highly organized, and possess excellent communication and interpersonal skills to interact effectively with clients, producers, and company representatives. This position also involves participation in industry training and seminars to maintain required licenses and professional knowledge, ensuring compliance with all state regulations.
This is an excellent opportunity for professionals holding or seeking to obtain their Property and Casualty license to advance their insurance career by contributing to a reputable and customer-focused agency. The agency emphasizes teamwork, professional development, and delivering tailored insurance solutions that safeguard businesses and foster long-term client relationships. Telecommuting options and scheduling flexibility vary by location and department, supporting a balanced work environment. This position offers not only a competitive salary but also the chance to grow within a company dedicated to ethical practices and superior insurance services.
The role of Commercial Account Manager is critical within the agency. This position is responsible for assisting clients with service needs and managing changes to existing commercial insurance accounts efficiently and accurately. The Commercial Account Manager will work closely with Producers and Account Executives in the handling and processing of new and renewal business while maintaining exceptional service standards in line with the company’s quality objectives. This role requires a strong understanding of insurance products, rating procedures, carrier operations, and regulatory requirements to effectively complete new business applications and renewal instructions.
In this position, the Commercial Account Manager will prepare proposals, complete applications in coordination with producers, submit documentation to appropriate carriers, and follow up to ensure timely receipt of quotations and policies. The manager will also handle policy issuance, premium calculation, billing invoices, endorsements, and cancellations with precision to avoid errors and omissions. Additionally, the manager is charged with maintaining organized files, expiration control logs, and correspondence follow-up to support efficient account management.
The role demands strong computer proficiency, especially with agency management systems and carrier rating platforms, and the ability to manage multiple priorities in a dynamic, fast-paced office setting. Successful candidates will be self-motivated, highly organized, and possess excellent communication and interpersonal skills to interact effectively with clients, producers, and company representatives. This position also involves participation in industry training and seminars to maintain required licenses and professional knowledge, ensuring compliance with all state regulations.
This is an excellent opportunity for professionals holding or seeking to obtain their Property and Casualty license to advance their insurance career by contributing to a reputable and customer-focused agency. The agency emphasizes teamwork, professional development, and delivering tailored insurance solutions that safeguard businesses and foster long-term client relationships. Telecommuting options and scheduling flexibility vary by location and department, supporting a balanced work environment. This position offers not only a competitive salary but also the chance to grow within a company dedicated to ethical practices and superior insurance services.
Job Requirements
- Property and casualty license as required by the state department of insurance
- 2-4 years of previous account management experience preferred
- Bachelor’s degree preferred
- CPCU or CIC designations preferred
- Ability to work in a fast-paced, changing-priority environment
- Self-motivated and able to prioritize tasks independently
- Strong PC skills and proficiency with agency management systems
- Excellent communication skills, both verbal and written
- Regular and punctual attendance required
Job Qualifications
- Property and casualty license as required by the state department of insurance
- 2-4 years of previous account management experience preferred
- Bachelor’s degree preferred
- CPCU or CIC designations preferred
- Strong knowledge of rating procedures, coverage, and industry operations
- Full knowledge of insurance markets
- Proficient with agency management systems and rating software
- Ability to work effectively in a fast-paced, changing environment
- Self-motivated with strong organizational skills
- Excellent verbal and written communication skills
- Strong interpersonal skills with ability to interact at all organizational levels
- Ability to maintain confidentiality and adhere to company policies
Job Duties
- Complete applications for new and renewal business accurately upon receipt of instructions
- Prepare proposals and coordinate with producers to submit applications to carriers
- Perform all necessary ratings for policy quotation and issuance on carrier websites or rating programs
- Calculate premiums using company rating programs when available
- Issue premium-bearing binders, invoices, and resolve carrier accounting discrepancies
- Prepare binders, certificates, account summaries, endorsements, policies, and account status reports as requested
- Deliver or mail items to clients and maintain follow-ups on outstanding orders, correspondence, audits, and reports
- Request renewals, endorsements, and needed data from companies and insureds while soliciting internal assistance when necessary
- Check new and renewal policies, endorsements, audits, and cancellations for accuracy and process transactions to generate billing invoices
- Determine reasons for cancellations and act to save accounts while notifying producers
- Process and follow up on cancellation requests to carriers
- Receive client and company phone calls, complying with requests or referring to the appropriate team member
- Refer clients to appropriate departments for other lines of business
- Participate in training and seminars to maintain licenses and industry knowledge
- Review client, company, and public interactions to avoid errors and omissions issues
Job Location
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