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