Commercial Insurance Account Manager
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